How to coffee chat and email?

Hello All,

I’m a newer monkey to the site and I needed advice. I am not sure what I’m supposed to do during coffee chats? How do I schedule them? What questions do I ask?

Is there any resource for this? Currently an accountant for 3 years in a private industry, looking to pivot towards PE or small boutique banks. I’m also looking into private credit, anything to get me into valuation and deal making

2 Comments
 
Most Helpful

Bro, what? You just talk to them. 

You ever talk to a girl you're interested in? Or make a new friend? How did you get your current job without interviewing? 

You're interested in what they do for a living and you want to get to the same place they are. Ask them questions about themselves. Tell them things about yourself when they ask questions. 

Commercial Real Estate Developer
 

Dolorem facilis facere qui eum iusto consequuntur. Itaque ullam ut nesciunt.

Beatae aliquid consequatur quos optio sit expedita debitis ut. Omnis est et ipsum qui ut impedit tempora. Quae quis quas voluptas quisquam. Tempora molestias officia officia sit. Dolores aut qui corporis non rerum itaque.

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 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 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 (75) $151
  • Intern/Summer Analyst (66) $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
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
CompBanker's picture
CompBanker
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
numi's picture
numi
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...”