Reference check in an IB group that discourages recruiting

I had a superday for a buyside opportunity last week that I'm really excited about, and the HH contacted me to ask for references. I'm assuming this is a good sign, but my group STRONGLY discourages recruiting and those who have disclosed their exits in the past have been heavily penalized in terms of staffings and comp. I'm assuming I'm pretty close to the offer here but if I have to disclose to my seniors that I might be leaving I'm in a bad spot either way (especially if I don't get the job). Is there any way around this? I can offer references from previous jobs/internships and a few ex-coworkers but none above the associate level... advice would be appreciated here. 

3 Comments
 

Ah, the classic conundrum of the finance world! You're walking a tightrope here, my friend. It's a tricky situation, but not an impossible one to navigate.

Firstly, it's a good sign that the headhunter is asking for references, it usually means you're being seriously considered. But I understand your concern about your current group's stance on recruiting.

Here's what I suggest:

  1. Be upfront with the headhunter about your situation. They're usually understanding and might be able to work with you on this.

  2. Offer references from previous jobs/internships and ex-coworkers, as you mentioned. This is a common practice and should be acceptable.

  3. If the PE firm insists on a reference from your current job, you might have to take the risk and talk to someone in your group. Choose someone you trust and explain your situation.

Remember, it's a small world in finance. Honesty and integrity go a long way. And hey, no matter what happens, you're gaining valuable experience for the future. Keep your chin up!

Sources: Private Equity Reference Check, Stock pitches for experienced hires, Tips on discretely looking for other HF opportunities

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I did this. First you gotta communicate it’s sensitive to headhunter. Second you need at least two people in your corner - so find a VP you can trust (just bust your ass for him, late nights, whole thing and make it clear you’re interested in jumping. Then when the time comes make the ask. I said “I know it hasn’t been all roses but I need a positive reference”. And they won’t say no). Person two can be some associate maybe post MBA and new joiner. Convince both you’ll help them as a client if you move to buyside if need be. You can even be cute and say “can you lie that I was really good and lie to group about my recruiting”. No troll that level of vulnerability will work - it’s a risk but what do you have to lose. Go all out to get this job. 
 

finally realize reference checks are a tick the box and not the be all end all. And very few bad apples (they do exist) will actually sink someone and give a negative reference (no matter how mean they may be on surface). 

 

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