2 answers
Everest
Student
Berkeley, California
3
Questions
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What are some good things to include in a cold email when recruiting for investment banking Thank?
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2 answers
Megan C
CPA
2
Answers
Pittsburgh, Pennsylvania
Updated
Megan’s Answer
Hi Everest,
I have also found the investment banking space to have strong relationship connections. I would encourage you to identify any high school, college, club, or other overlaps with the target at the bank you are working with. Often your business school keeps a directory of these things- I wouldn't hesitate to reach out to people at lower levels also who are an easier "in" and closer to your stage in life and can help navigate the process inside the bank. Research in advance on the person and their role helps significantly in making the connection authentic.
I think also these people are fans of in-person connection so if you are in New York or Charlotte or wherever they sit in the upcoming few months / weeks it can be worth mentioning that you will be in the same space and happy to meet up etc.
Best of luck!
I have also found the investment banking space to have strong relationship connections. I would encourage you to identify any high school, college, club, or other overlaps with the target at the bank you are working with. Often your business school keeps a directory of these things- I wouldn't hesitate to reach out to people at lower levels also who are an easier "in" and closer to your stage in life and can help navigate the process inside the bank. Research in advance on the person and their role helps significantly in making the connection authentic.
I think also these people are fans of in-person connection so if you are in New York or Charlotte or wherever they sit in the upcoming few months / weeks it can be worth mentioning that you will be in the same space and happy to meet up etc.
Best of luck!
Sneha Deb
Tech Consultant
193
Answers
Edison, New Jersey
Updated
Sneha’s Answer
Hi Everest! A strong cold email for investment banking should be short, professional, and personalized. Here are the key elements to include:
1. A clear subject line: Something simple like “Aspiring Analyst – [Your Name]” or “[College Name] Student Interested in Investment Banking.”
2. A brief introduction: State your name, school, year, and major. Mention something specific about the person or their firm that made you reach out (a deal they worked on, a recent news article, alumni connection, etc.).
3. Your purpose: Explain clearly that you’re interested in learning more about their experience and the firm. Ask for a quick 15–20 minute conversation or coffee chat.
4. Gratitude and professionalism: Thank them for their time and consideration, and include a professional email signature with your contact info.
Ex:
Hi [Name],
My name is [Your Name], and I’m a sophomore at [Your School] majoring in Finance. I recently read about [specific deal or fact about the firm/person], and it inspired me to learn more about your path into investment banking. I’d really appreciate the chance to hear about your experience at [Firm Name] and any advice you might have for someone looking to break into the industry.
Would you be open to a 15-minute conversation in the coming weeks?
Thank you for your time,
[Your Full Name]
[Email] | [Phone] | [LinkedIn]
Hope this helps you out, good luck!
1. A clear subject line: Something simple like “Aspiring Analyst – [Your Name]” or “[College Name] Student Interested in Investment Banking.”
2. A brief introduction: State your name, school, year, and major. Mention something specific about the person or their firm that made you reach out (a deal they worked on, a recent news article, alumni connection, etc.).
3. Your purpose: Explain clearly that you’re interested in learning more about their experience and the firm. Ask for a quick 15–20 minute conversation or coffee chat.
4. Gratitude and professionalism: Thank them for their time and consideration, and include a professional email signature with your contact info.
Ex:
Hi [Name],
My name is [Your Name], and I’m a sophomore at [Your School] majoring in Finance. I recently read about [specific deal or fact about the firm/person], and it inspired me to learn more about your path into investment banking. I’d really appreciate the chance to hear about your experience at [Firm Name] and any advice you might have for someone looking to break into the industry.
Would you be open to a 15-minute conversation in the coming weeks?
Thank you for your time,
[Your Full Name]
[Email] | [Phone] | [LinkedIn]
Hope this helps you out, good luck!