Learn
In finance, most roles are filled through the hidden market before they are ever posted. The templates and scripts below give you the wording; the work of making them personal is yours.
Be specific
Reference something real from their profile or firm. Generic mail gets ignored.
Start early
Reach out in your first year, not the week before applications close.
Follow up
One polite nudge after a week is standard practice, not pushy.
Close the loop
Thank them afterwards and tell them how it went. That is what they remember.
Template
Investment Banking
Name a group if you can. Bankers can tell a copy-paste blast from a real message.
Subject: Quick question from a [University] student Hi [Name], I'm a [year] student at [University] interested in [group, e.g. TMT M&A]. I came across your profile and would really value 15 minutes to hear about your path into the group and any advice for someone applying this cycle. Would you have any availability in the next couple of weeks? Best, [Your name]
Template
Consulting
Ask about something only they would know. It shows you read their profile.
Subject: Advice request, [University] student interested in consulting Hi [Name], I'm a [year] student exploring consulting and would love to hear about your experience at [Firm], especially what surprised you most moving from university into the role. Would you be open to a short call? Best, [Your name]
Template
Private Equity / VC
Show you understand their strategy. Vague interest in 'investing' reads as lazy.
Subject: Learning about [Firm]'s approach Hi [Name], I'm a student very interested in private markets investing, and [Firm]'s focus on [sector/strategy] caught my attention. I'd love to hear how you approach [specific topic]. Would you have 15 minutes in the coming weeks? Best, [Your name]
Template
Sales & Trading
Traders value brevity. Keep it tight and name a desk if you have a preference.
Subject: Quick question, [University] student interested in S&T Hi [Name], I'm a [year] student at [University] looking at Sales & Trading, and your route onto the [desk, e.g. macro rates] desk really interested me. Could I grab 15 minutes to hear how you found the first year? Happy to work around your schedule. Best, [Your name]
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