Dating an investment banker

Plus, in-person meetings sometimes lead to in-person tours of the office and meeting even more bankers there.

Questions to Ask and Questions Not to Ask So now you’re set to speak with a banker at JP Morgan next Tuesday at 2 PM – what questions do you ask?

First, do a few minutes of research on him beforehand (Google and Linked In are fine, Capital IQ / Bloomberg are better if you have access) and figure out where he went to school and where he worked (geography / company / group) before.

Once you’ve done that, you can plan out the questions you want to ask.

Outside the US This objection has more truth to it than the others – networking into finance and going around the formal processes is not as common in regions like the UK and Australia.

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If they don’t get back to you, try a few more times.

Your competition is also thinking about networking, so starting even further in advance may be helpful – alumni at top schools get contacted by lots of students.

How to Set Up Informational Interviews So you’ve found contact information for 5 alumni and you have 4 months until recruiting begins. Send a 5-sentence email to your contacts that proposes specific dates and times to speak: Do not attach your resume / CV, as that annoys bankers by creating extra work.

Some networking “experts” advise you to constantly ping everyone you know, but that is a mistake because: What Now?

First, go to your alumni database, or ask your friends, family, or organizations you’re in for bankers’ contact information.

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