URGENT: What to do during a coffee chat

I have a coffee chat tomorrow early in the morning and I feel unprepared. What are some good things to touch on? I plan on asking about their career journey (why they chose the firm, etc.), and how they recommend I get there. I am concerned I may run out of topics, and I don't want to ask the wrong questions. Please provide any and all advice.

5 Comments
 

Based on the most helpful WSO content, here are some key points and advice for your coffee chat:

Topics to Discuss:

  1. Career Journey:

    • Ask about their career path and why they chose their current firm.
    • Inquire about their experiences and any pivotal moments in their career.
  2. Work-Related Questions:

    • Discuss their role and responsibilities.
    • Ask about the company culture and what they enjoy most about working there.
    • Seek advice on how to succeed in the industry and any tips for breaking in.
  3. Personal Interests:

    • If the conversation is going well, steer it towards their hobbies or interests outside of work, especially if you share a common interest. This can make the conversation more engaging and memorable.

Questions to Avoid:

  • Avoid overly personal questions unless the conversation naturally leads there.
  • Steer clear of questions that could be seen as too forward or presumptive about job offers.

Transitioning to a Job Interview:

  • Show genuine interest in the company and the role.
  • You can hint at your interest in working for the company, but avoid being too direct about wanting a job unless the conversation naturally progresses to that point.

Follow-Up:

  • Send a thank-you email after the chat, expressing gratitude for their time and insights.
  • Mention a specific part of the conversation that you found particularly helpful or interesting.

Additional Tips:

  • Be prepared with a list of questions but be flexible to let the conversation flow naturally.
  • Actively listen and engage with their responses, showing genuine interest.
  • Research the professional beforehand to find any common ground or unique aspects of their career that you can discuss.

By focusing on these areas, you can ensure a productive and engaging coffee chat. Good luck!

Sources: Good questions to Ask in Coffee Chats for Investment Banking, Ideas for improving your coffee chat conversion rate, What Do You Even Do During Coffee Chats????, https://www.wallstreetoasis.com/forum/consulting/any-advice-on-how-not-to-bomb-a-coffee-chat-amid-covid-19?customgpt=1, Your Best Coffee Chat Ever

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

Get 4 shots in different cups and when they sit down at your table fire questions at them and take a shot each time they give their answer. Don't ask for more than 4 questions as that is too many shots to take, unless you're ready for the challenge.

"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." - Bruce Lee
 

Ut dolor fugiat reprehenderit recusandae error dolores. Omnis autem et dolor. Doloribus vel qui adipisci occaecati ullam tempore voluptas. Sunt cumque dolores in id autem sint.

Inventore voluptatum dolorum et qui nam id ut. Quidem eligendi et et cupiditate. Blanditiis repellendus aperiam sequi ut labore ullam sunt. Quia est consequatur ut molestias sunt. Fugiat maxime vero et consequatur ducimus sed iusto odit.

Et vel deserunt expedita in adipisci perferendis et eveniet. Beatae quia consequatur et laudantium amet rerum porro. Ullam totam tempore odit enim quis enim. Explicabo enim dicta vel vero voluptatibus sint ut in. Sit in aut velit quod accusantium.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (77) $151
  • Intern/Summer Analyst (71) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
GameTheory's picture
GameTheory
98.9
6
dosk17's picture
dosk17
98.9
7
DrApeman's picture
DrApeman
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”