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What are the best ways to learn about Investment Banking through informational interviews?

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If you are interested in pursuing a career in investment banking, one of the most effective ways to learn about the industry, the roles, and the culture is through informational interviews. Informational interviews are informal conversations with professionals who work in your field of interest, and they can help you gain insights, advice, and contacts. In this article, we will share some tips on how to prepare for, conduct, and follow up on informational interviews with investment bankers.

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Mustufa Petiwala

Associate Director - SS&C Globeop - European Hedge Funds |Trainer on Derivatives, CFA and FRM Exams | CFA Level 2…
Anita NGONO?

Financial Markets Engineer ???? | Business Analyst Finance/MOA Front Office????| Optimizing front office processes…

1 Identify potential contacts

The first step is to find people who are willing to talk to you about their experience in investment banking. You can start by reaching out to your existing network, such as alumni, professors, mentors, friends, or family members who work or have worked in the sector. You can also use online platforms, such as LinkedIn, to search for and connect with investment bankers who share your background, interests, or goals. When you contact them, introduce yourself briefly, explain your purpose, and ask for a 15-20 minute chat.

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Anita NGONO?

Financial Markets Engineer ???? | Business Analyst Finance/MOA Front Office????| Optimizing front office processes, trading & portfolio management systems.
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L'erreur à ne pas commettre c'est de se limiter à ses contacts aux postes de haut niveau. Interagissez avec des professionnels à différents échelons – des analystes aux directeurs. Chaque niveau peut offrir une perspective unique sur le secteur, les défis quotidiens, et les chemins de carrière possibles.

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2 Research and prepare questions

The second step is to do some research on the person, the firm, and the industry before the interview. This will demonstrate your genuine interest and help you avoid asking basic or irrelevant questions. Sources such as a company website, annual reports, news articles, podcasts, or blogs can provide valuable insights into their history, vision, products, clients, and culture. Based on your research, prepare a list of open-ended questions that focus on the person's career path, role, responsibilities, challenges, achievements, and advice. For example: How did you get into investment banking and what motivated you to choose this career? What skills and qualities do you use in your daily work? What current trends or opportunities exist in the industry? How do you balance the demands of clients, managers, and colleagues? What best practices or resources have helped you succeed? Are there any common misconceptions about investment banking? What goals do you have for your future career?

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3 Conduct the interview professionally

The third step is to conduct the interview in a respectful, courteous, and professional manner. You should confirm the date, time, and mode of the interview in advance, and make sure that you have a reliable internet connection, a quiet environment, and a suitable attire. Additionally, you should have your resume, notes, questions, and a pen and paper ready. During the interview, it is important to greet the person warmly and thank them for their time. Introduce yourself briefly and explain your background, interests, and goals. Ask for their permission to record the conversation or take notes. Follow their lead and pace while listening actively and attentively. Ask your questions clearly and concisely without interrupting or dominating the conversation. Show enthusiasm, curiosity, and appreciation for their insights and advice. Avoid asking sensitive or inappropriate questions such as their salary, personal life, or opinions on other firms or competitors. Wrap up the interview on time and ask for their feedback or suggestions. Finally, ask for their permission to stay in touch and request a referral or an introduction to another contact if possible. Thank them again and express your interest in learning more.

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4 Follow up and maintain the relationship

The final step is to follow up and maintain the relationship with the person after the interview. You should send a thank-you email within 24 hours, and restate your appreciation, key takeaways, and next steps. You should also update them on your progress, achievements, or challenges, and seek their guidance or support if needed. You should also look for ways to add value to them, such as sharing relevant information, articles, or events, or offering your help or feedback. You should also keep in touch with them regularly, but not too frequently, and respect their time and availability.

Informational interviews are a powerful tool to learn about investment banking and build your network. By following these tips, you can make the most of your informational interviews and increase your chances of landing your dream job in the industry.

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Anita NGONO?

Financial Markets Engineer ???? | Business Analyst Finance/MOA Front Office????| Optimizing front office processes, trading & portfolio management systems.
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Un bon suivi post-entretien peut transformer une rencontre ponctuelle en une relation professionnelle pérenne et fructueuse. Un petit secret : donner avant de recevoir. Au-delà du simple remerciement, apportez de la valeur à votre interlocuteur. Par exemple, si lors de l'entretien, un sujet spécifique a été abordé (comme une nouvelle réglementation financière), vous pourriez envoyer un article récent ou une étude de cas pertinente. Cela démontre non seulement votre gratitude, mais aussi votre engagement actif dans le domaine. PS : Ne soyez pas comme ces gens qui nous prospectent abusivement et veulent nous vendre leur coaching miracle après le premier DM LinkedIn.

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5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Mustufa Petiwala

Associate Director - SS&C Globeop - European Hedge Funds |Trainer on Derivatives, CFA and FRM Exams | CFA Level 2 Cleared| FRM Level 1 Cleared |Educationist | Speaker | Blogger | Content creator |
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I feel one should have a mentor in everything we do in our life, personally or professionally, be it fitness , education, hobby, work, etc. This article does highlight good points . You will never know the ims of mentorship at that moment of time , you will realize when you climb the corporate ladder. To share my experience, I have worked under various Managers and I have learned from them various things about management and wisdom. Everyone had a different way of managing based on the person they were, but the same goal. Mentors help you to gain knowledge and wisdom from their experience and expertise, which you can use in your career. Their experiences and wisdom helps to reduce your mistakes in life and career.

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What are the best ways to learn about Investment Banking through informational interviews?

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1 Identify potential contacts

2 Research and prepare questions

3 Conduct the interview professionally

4 Follow up and maintain the relationship

5 Here’s what else to consider

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