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Cold Calls and Emails Initial Contact | GoFurther Careers Networking Series

Samples

Hi Lingling,

I was referred to you by / and I found your information from the [insert School Name] alumni database search. I am reaching out to learn more about your bank and your experiences--would you have 15 minutes for a phone chat? I would really appreciate your time.

My experiences last summer with Ernst & Young’s Transaction Advisory team exposed me to deals and valuation work. I am interested in an investment banking summer analyst role, and I'd like to ask a few questions about your work and how to best prepare for the upcoming recruiting cycle.

Please find attached my resume for your reference. Hope to hear from you soon.

Best Regards,

--

Hi Ananya,

I am [insert Student Name], a student at the [insert School Name] studying Economics and Political Science. I was able to talk to Andrew Stevenson, a [insert School Name] alumni in Barclays DCM, and he recommended me to talk to you and other senior professionals at the firm to learn more about Barclays Investment Banking and your experiences at the company. I am currently preparing for the summer analyst recruiting cycle for Barclays.

I was wondering if you would have 15 minutes for a phone chat? I would really appreciate your time. I'd like to ask a few questions about your work.

From my research on the company and chats with analysts, Barclays has emerged as one of my top choices with its great transaction work and client interactions. I have also attached my resume for your reference and guidance. I hope to hear from you soon.

Sincerely,

--

Hi James,

I found your information from the [insert School Name] alumni database search, and I am reaching out to learn more about JP Morgan and your experiences as an analyst--would you have 15 minutes for a phone chat? I would really appreciate your time. I was able to meet professionals from the Chicago office during the JP Morgan information session and our conversations sparked my interest in the coverage groups like diversified industries.

My experiences last summer with Ernst & Young’s Transaction Advisory team exposed me to deals and valuation work. I am interested in an investment banking summer analyst role, particularly at JP Morgan New York. I'd like to ask a few questions about your work and your group.

Please find attached my resume for your reference and guidance. Hope to hear from you soon.

Best Regards,

--

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