Coffee chat with Senior Managing Partner - how should ask for a first round?

Hi, I'm a rising junior from a semi-target. I'm very interested in Evercore, but Evercore barely hires from our school. I recently found out we have an alum joined Evercore as a Senior Managing Director for a year, and I just cold emailed him. I was super lucky, this MD agreed to grab coffee with me. I'm wondering how should network with him during our coffee chat and get my first-round. Any advice is appreciated. Thanks, community!

Comments (11)

Best Response
Jul 13, 2017

Let it come up organically in conversation. If you come out and just ask if there is anyway you can get a first interview, it will probably come off a little strong. If I were you I would thank them first for taking the time to meet with you. Then I would ask some general questions about their job. Finally, talk about their time at your school; people love to talk about themselves. By the end thank them and casually ask if there is anyone they think you should talk to. By agreeing to meet with you they kinda know what's good, like meeting someone on tinder...its goin down. They will however not push your resume forward if you are an idiot, so make sure to know your technicals and your basic fit questions, like why IB why his firm and what you know about their recent stuff. He's not gonna stick his neck out for someone who cannot answer a few basic questions and end up embarrassing him. If you come across as an intelligent person they will probably say at the end of the conversation how they are going to help. You are in a good position though, relax and be yourself and know who you are and what you want both long and short term and why.

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Jul 26, 2017

In a similar boat where I'm meeting the MD who is from the same school (only 20 or so years back).
G_ made some really good points on keeping it light & talking about alma matter.
Would be great to hear any additional advice or experiences from someone who actually landed a job like this.

Jul 26, 2017

Send him an email saying thanks for offering to chat over coffee but I figured I'd save you the 30 minutes of your time and $5 on a coffee you don't really want. I'd like a first round interview -- since you're a SMD, can you just order your subordinate to interview me or open up a position outright? Thx.

P.S. Go (insert school team name).

Aug 4, 2017

How about saving all of us some time and not talking when you don't have anything meaningful to contribute ?

Jul 27, 2017

Damn dude, work on compartmentalizing that recruiting season stress.

Jul 26, 2017

Read my networking overview. I would suggest reading the entire thing, but if you're short on time hit CTRL+F on your keyboard, type in "Post-Phone Call (May - July)", and start reading from there.

Jul 26, 2017

Great guide. Do you mind if I PM you a specific question regarding it?

Jul 26, 2017

Sure, but it would be best if you posted it here if possible so that others can benefit from it too.

Jul 26, 2017
  • Do you have any pro tips on formatting/creating a networking excel spreadsheet?
  • From what I understand there seems to be two different forms of networking, the first being cold-emailing alumni with a career path or finance position that I want to follow. The second would be cold-emailing analysts/associates/MD's/etc. at specific firms that I want to intern at. Is what I'm saying correct?
Jul 26, 2017

Piggy backing I had a question or two. (Btw your guide was extremely helpful and actually got me into IB recruiting process).

For coffee chats how much in advance should I let the bankers know? I'll be going in three weeks so would two weeks in advance be fine? Or am I overthinking this.

Jul 26, 2017

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