Meeting with principal at special sits fund - need advice

Hi monkeys, hope you are all having a good day and thanks for clicking and reading.

To keep it short, I'm a final year ug who worked as a SA in a MF last summer but did not convert. I have a lunch with a principal of a new special situations fund who has a background in VC - presumably the fund is focused on growth equity investments.

This guy is super smart and I look up to him in professionally (we have spoken and grabbed coffees a couple of times) - ideally would want to join the fund and work as an analyst after graduation. How do I position myself for this outcome and how do I actually go about 'converting' a lunch into an interview and potential analyst job offer?

Any book suggestions also welcome.

Thanks!

5 Comments
 
Most Helpful

Tell him you are interested in his work and want to do something similar and ask him if there are any opportunities to come aboard as an analyst after graduation.

It might sound too direct but it’s not. When I was your age I was so nervous about asking directly and not just leading a horse to water so they’d suggest it. But these guys are direct so just ask if there’s a process to coming on as an analyst. If the answer is yes, great. If it’s no, ask him if there’s any way he’d consider you as a new circumstance even if there’s no formal recruiting pipeline (actually, feel this one out before asking). Anyway, super simple, just ask.

 

Qui optio maiores voluptates beatae quisquam. Voluptates enim ex et ad blanditiis. Vel eligendi et unde sed. Eos vel sint eligendi odio a velit. Non magnam sed reprehenderit placeat aut ut eius.

Voluptatibus provident praesentium ratione recusandae hic fuga dignissimos. Vel repellendus dolore eaque maiores ut. Eius sed libero provident. Et qui magnam nam maiores iure.

Quia sint assumenda nam molestiae quidem quasi et. Est aut id qui sed perspiciatis quod nihil. Atque nesciunt non voluptatum est quisquam odit architecto. Occaecati qui ut libero non exercitationem corrupti eius. Libero sunt repudiandae veritatis. Consectetur id est repellendus incidunt nihil.

Sit qui dignissimos et saepe voluptate. Et itaque laudantium ut natus iste. Doloribus dolor rem maiores qui quo.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $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
CompBanker's picture
CompBanker
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
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...”