Advice before Internal job interview

Based on the most helpful WSO content, here are some detailed steps and advice to help you prepare for your internal job interview for the equity sales role:

Pre-Interview Preparation:

1. Reach Out to Team Members:

   • Targeted Outreach: It's a good idea to reach out to analysts or associates on the team under the hiring manager. Even though they are in NYC, a brief chat can provide valuable insights into the team culture, expectations, and specifics of the role.
   • Introduction Message: Keep your message concise and to the point. Explain why you are reaching out and express your interest in learning more about the role and the team. For example: Hi Name, I hope this message finds you well. My name is [Your Name], and I currently work in the [Your Department] at [Your Bank]. I have an upcoming interview for an equity sales role on your team and would love to get some insights into the team culture and role expectations. Would you be available for a brief chat sometime this week? Thank you for your time and consideration. Best regards, [Your Name]

2. Prepare Specific Questions:

   • Role-Specific Questions: Ask about the day-to-day responsibilities, the skills that are most valued, and any challenges the team is currently facing.
   • Team Culture: Inquire about the team dynamics, how they collaborate, and what the hiring manager values in team members.
   • Technical Skills: Confirm the technical skills required for the role and any specific tools or software they use.

3. Leverage Your Current Experience:

   • Highlight Relevant Skills: Emphasize your experience in fund administration and financial statement preparation. Draw parallels between your current role and the equity sales role, focusing on transferable skills such as attention to detail, analytical abilities, and familiarity with financial products.
   • Showcase Your Initiative: Mention any initiatives or projects you have led or contributed to that demonstrate your proactive approach and ability to add value to the team.

During the Interview:

1. Behavioral Questions:

   • Be Prepared: Be ready to discuss your past experiences, how you handle challenges, and examples of teamwork and leadership. Tailor your responses to highlight qualities that are important for the equity sales role.
   • STAR Method: Use the Situation, Task, Action, Result (STAR) method to structure your answers, providing clear and concise examples.

2. Technical Questions:

   • Brush Up on Technical Knowledge: Review key concepts related to equity sales, market trends, and any relevant financial models or tools. Be prepared to discuss these topics confidently.

3. Ask Insightful Questions:

   • Demonstrate Interest: Ask questions that show you have done your homework and are genuinely interested in the role and the team. For example:
     • "Can you tell me more about the team's approach to client relationships and how they differentiate themselves in the market?"
     • "What are the key metrics or goals the team focuses on to measure success?"

Post-Interview:

1. Follow-Up:
   • Thank You Email: Send a thank-you email to each interviewer, expressing your appreciation for the opportunity and reiterating your enthusiasm for the role. Mention specific points from the interview to personalize your message.

By following these steps, you can make a strong impression and increase your chances of landing the equity sales role. Good luck!

Sources: Network (In)to The Sell-side - How to Source Job Leads and Charm the Interviewer, Network (In)to The Sell-side - How to Source Job Leads and Charm the Interviewer, Some Red Flags During an Interview?, Quick plug for LMM PE re: Work / Life Balance, Breaking into buy-side equity research - my experience