Urgent: Coffee Chat with 2 bankers

throwaway101's picture
Rank: Monkey | 44

Hi guys, I have a coffee chat upcoming with 2 bankers. One of them is an associate and the other is an analyst, the associate connected me with an analyst in his group and we are all having a coffee together. I wanted to request your guys' advice on how I should play this out. The associate is a really cool guy but have not yet spoken to the analyst yet.

My goal is to get into the recruiting process with their firm (I go to a non target that this bank does not do OCR in), what sort of questions should I start out on before making the ask?

Comments (5)

Jul 10, 2017

Introduce yourself (tell your story -- indicate interest in group)-> Ask about their backgrounds (college, career choices, etc.) just have a regular convo -> Ask group specific/industry specific questions (work culture, market event, recent acquisition) -> Full-circle indicate that you are interested in joining their group: "What can I do to make myself as competitive as possible for this position?" "Is there anyone in your group or in the firm that you could refer me to?" "Could you possibly send my resume to HR? I'm really interested in this position."

Jul 10, 2017

Thanks man! Didn't think I should ask point blank if they could forward my resume to HR, but will try to fit that in as tactfully as possible when I meet them.

Jul 10, 2017

I am in the same position as you. I am going by what Sil wrote to do in his post. https://www.wallstreetoasis.com/forums/want-to-get... ""With recruiting season coming up, I was wondering how I could best position myself". This is usually where a banker will offer to pass along your resume, talk to HR, or even come back with some phone interview times."

Jul 10, 2017

Have a normal chat, and be very respectful of their time. Top priority is thanking them for coming out and being appreciative.

Mid-way through your chat, state your reason for talking and discuss how you might be able to get involved in the recruiting process.

Associate is most likely bringing his analyst to get a second opinion on you, and see if you'd be a good fit for the job. Have good questions prepared for the analyst so you can engage him in conversation and win him over (day to day, what clients he's working with, what he works on, internal structure, current trends in the industry they work in). Don't be afraid to say something intelligent either.

Best of luck!

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Jul 10, 2017
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