advice for getting coffee chats?

i go to a T5 school but very few people go into S&T (versus tons of IB), so feeling stuck about networking. i'm not sure how to connect with people who aren't alumni, in sorority, etc... any advice?

5 Comments
 

To effectively secure coffee chats, especially when your school has limited alumni in Sales & Trading (S&T), here are some actionable strategies based on the most helpful WSO content:

1. Leverage LinkedIn Strategically

  • Use LinkedIn to identify mid-level professionals (Associates, VPs, etc.) in S&T roles at firms you're targeting. Focus on those with shared interests, backgrounds, or even geographic connections.
  • When reaching out, personalize your message. Mention something specific about their career or firm that caught your attention. Avoid generic or overly formal messages.

2. Expand Beyond Alumni

  • While alumni are a natural starting point, don't limit yourself. Look for professionals with similar interests, certifications, or even those who attended events or conferences you're familiar with.
  • Consider reaching out to professionals who have participated in mentorship programs, guest lectures, or industry panels.

3. Cold Emailing Done Right

  • Write concise, professional cold emails. Introduce yourself, express genuine interest in their career path, and politely ask for 10-15 minutes of their time for advice.
  • Sample script:
    Subject: Aspiring S&T Professional Seeking Advice
    Body:
    Hi Name,
    My name is [Your Name], and I’m currently a [Year] at [Your School], majoring in [Your Major]. I came across your profile while researching [Firm/Industry], and I’m really impressed by your experience in [specific area of S&T].
    I’m exploring a career in S&T and would greatly appreciate 10-15 minutes of your time to learn about your journey and any advice you might have for someone starting out. Please let me know if there’s a time that works for you.
    Thank you so much for considering, and I hope to connect soon!
    Best regards,
    [Your Name]

4. Track Your Outreach

  • Use an Excel spreadsheet to track who you’ve contacted, when, and the outcome. This helps you stay organized and follow up appropriately.

5. Prepare for the Chat

  • Research the person’s background and their firm. Prepare thoughtful questions about their role, the skills they value, and industry trends.
  • Example questions:
    • What drew you to S&T, and what keeps you excited about it?
    • What skills do you think are most critical for success in S&T?
    • Are there any specific trends or challenges in the industry that you find particularly interesting?

6. Ask for Referrals

  • At the end of the coffee chat, politely ask if they know anyone else you should connect with. This can help you expand your network exponentially.

7. Follow Up

  • Send a thank-you email within 24 hours of the chat. Mention something specific you learned or appreciated from the conversation.

8. Consistency is Key

  • Networking is a numbers game. Reach out to hundreds of people if necessary, but always keep your messages personalized and professional. Even a 20% success rate can lead to meaningful connections.

By combining these strategies, you can build a strong network in S&T, even without a large alumni base in the field. Good luck!

Sources: How to Network and Tips on Networking, Rock Bottom but ain't giving up, Ideas for improving your coffee chat conversion rate, 10 Friendly Reminders While Networking for SA Programs (from a BB Analyst Perspective), Networking 101 – 8 tips from a “non-target” school student

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

cmon man. Top5 should have really no excuse. If non targets get it with like 0 network you can and should easily too. Use other commonalities, sports, ethnicity (if niche), idk anything else you can think of to grab their attention. Important it to utilize current connections to get others. thats how you climb up. Almuni is easies tho no way you can't find 10-15+ people atleast in the industry

 

Would advise against the ethnicity one unless you’re certain. I get a lot of students emailing me who think I’m Hispanic (I’m white with an English name)

It’s very annoying and I have no idea why I keep getting them

 

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