Cold Email Feedback

I would try to find a commonality between the two. If he went to your school, say that. If not, maybe try to find someone from your school? Or at least something that doesn't make it seem like you're just some random?

Orangutan

Got it. I went to a non-target, so not a ton of people that got into banking from my school. I will try to reach out to as many as I can , though. Any idea on which people to reach out to? Analysts or Associates?

U or V or W Shaped Recovery

I'm not sure, only because I've never done a coffee chat request and don't ever plan to. Also, maybe introduce yourself after the "I hope this note finds you well..." he doesn't even know what school you go to

4 replies

Nice! I know you probably redacted personal info here, but I would highlight specific deals, i.e. "I have previous IB experience at a boutique, $500MM AUM fund where I worked the M&A process of a $10B buyout, or something like that

Sales and Trading Analyst

Orangutan

Awesome, thanks for the advice!!

Good luck dude. This process SUCKS lmao, but you seem like you got some great experience. Just highlight specifics and maybe try to find a commonality between the two (or at least mention how you found him lol) and you should be pretty good!!

Orangutan

Bump

Orangutan

please help

Greg Marmalard

Senior Neanderthal

Most Helpful

Way too long.

Keep it short sweet and to the point. Who you are, what you’ve been doing, why you’re contacting, what you want, suggest a time.

Hello blah,

My name is a xxx and I’m a student at yyy (mention if it’s the same school as the person) studying finance and this summer I’ve been working at yyy doing zzz. Recently I’ve been learning more about investment banking as I prepare for summer analyst recruiting, I’d love to do a quick call so I can learn more about your experience and your firm. Do you 15-20 minutes for a quick call next Wednesday or Thursday afternoon? If that doesn’t work then please let me know, I’m pretty flexible on timing. Thanks and I look forward to speaking soon.

Best, xxx

It’s been a minute since I’ve done any of these so the above is a bit raw but not far off from what I’d send. I get a lot of messages from college kids about banking/finance and if I can’t read the whole thing in about 10 seconds then I’m less likely to answer.

Authored by: Certified Hedge Fund Professional - Investment AnalystCertified Hedge Fund Pro

Orangutan

Thanks. I just wanted to give them a good background about myself but I guess that can be done on the phone. Any tips on subject lines and who to reach out to? It's hard for me to hear back from them for some reason.

Orangutan

**UPDATED ** Hello blah,

My name is ____ and I'm a graduate of the ______. I have a strong passion for Investment Banking and I'd love to schedule a quick call so I can learn more about your experience and your firm. Currently, I am working at ___ in NYC in their Valuations practice. I also have prior Investment Banking experience at a boutique firm as a Spring Analyst. Do you 15-20 minutes for a quick call next Wednesday or Thursday evening? If that doesn't work then please let me know, I'm pretty flexible on timing. Thanks and I look forward to speaking soon.

Best Wishes,

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