When is it okay to say someone referred you?

Hi, wondering the community's quick response to this. 

If someone on a call says "you should talk to xyz, they'd be a great resource." but doesn't explicitly put you in touch through email, can you email the other person and say they "referred" you in the subject line? I wouldn't hesitate to put it in the body, but wondering what you think. 

Might be nitpicky but don't want to step on toes here. Found that this type of impression matters. 

2 Comments
 

A good question given the insane value of a reference. Probably gives you a 3x chance of a positive response.

If you think the referee would say “yeah, I told him to reach out” when asked, then yes do it. Even if it’s not a glowing yes, them knowing you aren’t bullshitting is the priority.

I would also use the term “referred from” rather than “referral from”. Referral implies the person will actually vouch for you.

 

Deleniti tempora eum numquam ipsum id possimus blanditiis. Eaque sit alias doloribus repellat quo. Dolor voluptas deserunt nihil consequuntur qui et. Rerum id dolorum mollitia aut velit expedita corporis.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • 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 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (78) $151
  • Intern/Summer Analyst (73) $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
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
GameTheory's picture
GameTheory
98.9
6
CompBanker's picture
CompBanker
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Jamoldo's picture
Jamoldo
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...”