dos and don'ts? IB Etiquette?

Today I had a call with a guy from another office He answers the call and says "I don't do calls unless I have an agenda prior to the call" and then hangs up!! I come from a nonfinance background with no family in IB. How was I supposed to know to send an agenda before the call? What other things am I supposed to do so I don't look like an idiot. I need to know all the nitty-gritty IB etiquette.

1) Agenda before any meeting
2) Type up a recap after the call and send it to the team

What else? There has to be more small things like this that make a huge difference?

EDIT: The guy I called was a coworker. This was not a networking call. There has to be dumb small hacks that make your work quality better. 

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Comments (9)

Jun 10, 2021 - 9:11pm

That's so strange.. assuming this was a casual coffee chat, there was no need for you to have sent an agenda ahead of time. For networking calls, the standard is just to have. set of questions prepared as well as follow-up with a thank you. Recapping a networking call as if it were an actual meeting would just come across as strange and robotic, and I would suggest against it. It seems like you were just unlucky in who you spoke to.

Array
  • Intern in IB - Ind
Jun 10, 2021 - 9:18pm

guy sounds like an asshole. I would just send them a calendar invite + resume attached-- that's it. The actual convo could go anywhere, but make sure you have questions prepared. Always be ready to lead the call, but sometimes the bankers like to do that as well. At the end of the call, ask to talk to someone else and send thank you email. 

  • Analyst 1 in IB-M&A
Jun 11, 2021 - 2:17am

Yeah, this was the first time it was an issue. NGL glad he did that. I really do see the value of agendas before calls. I am going to make a habit of it...It actually makes sense(I would have handled it differently but makes sense). 

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  • Intern in IB-M&A
Jun 11, 2021 - 12:31am

That guy seems like a one off. I've even had people take my calls after I got rejected by their firm and after I accepted an offer elsewhere. 

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