Starting in Sales and Improving Cold Call Success

I work on the production side at small firm that provides due diligence services firm . Our end user is alternative investment shops. I spoke with our head of biz dev and he's open to showing me the ropes if I prove myself first.

I make terrible pay in production and working in sales is more transferable long term.

I have to call up PE firms VCs and family offices. Generate interest and set appointments. Anyone have any advice on how to set that second appointment? Also, is selling to PE, VCs, and Family Offices something that can help me break into sales on Wall street? Finishing up a degree at a top 50 B school.

1 Comments
 

Harum et inventore ut cumque voluptatem minus. Eligendi quasi velit delectus ab occaecati aut.

Quidem officiis reiciendis voluptatem eos. Deserunt laboriosam accusamus reprehenderit nisi fugit dolore consequatur. Laboriosam omnis dolore eum nihil et autem. Natus laudantium aut facilis corporis.

Sunt nobis iusto delectus. Quas ducimus aliquam quia tempore accusamus harum commodi. Ex aliquam aut blanditiis sunt. Reiciendis ipsa et repellendus dolor maiores.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.9%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 03 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (53) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (15) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
DrApeman's picture
DrApeman
98.9
6
GameTheory's picture
GameTheory
98.9
7
CompBanker's picture
CompBanker
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
dosk17's picture
dosk17
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...”