Why it worked
The video provides actionable advice and templates for a highly sought-after career path (investment banking), making it valuable and shareable content for a specific audience. The use of clear, step-by-step instructions and ready-to-use templates reduces friction for viewers looking to improve their networking efforts.
Summary
This video explains a networking strategy for landing investment banking interviews. It details how to use LinkedIn to connect with professionals at target firms, including specific templates for connection requests and follow-up messages after a coffee chat.
On-screen text
Goldman Sachs
Financial Services
New York, New York
6M followers
Subject: [UNIVERSITY] Student - [FIRM] Interest
Hi [NAME],
I hope this email finds you well.
My name is [NAME], and I'm currently a sophomore at [UNIVERSITY] studying [MAJOR]. I saw that you graduated from [UNIVERSITY], and I am currently pursuing a career in investment banking, so I would be incredibly grateful for the opportunity to learn from your experience.
I came across your profile on LinkedIn, and would love to set up a "phone" call to learn about your career path and experiences so far at [FIRM]. I have also attached my resume so you can get to know me better.
If you are willing, please let me know what would be the most convenient time for you and I'm happy to send a calendar invite. I really appreciate your time and consideration.
Thank you for your time and consideration.
Best regards,
[NAME]
[UNIVERSITY] '27
[Your Phone Number]
[Your Email Address]
And now that you're a [VP], have your responsibilities changed? How much of your time is spent originating vs structuring, vs leading junior team members? I'd love to understand the levers you pull now to reach the team's goals.
What's been most rewarding or surprising about stepping into that leadership role?
Since starting as a [VP], has there been a client or deal you have been given more responsibility for by your MD to foster and grow the relationship?
I'd love to hear more about some of your favorite deals you've worked on at [FIRM]. Could you walk me through one?
Are there specific qualities or habits you've seen in the best analysts or associates for teammates for an AMA that help them stand out to you?
Follow-Up - Post Coffee Chat
Subject: Thank You & Follow-Up
Hi [NAME],
Thank you so much for taking the time to speak with me. I really enjoyed our conversation and found your insights on [mention specific topic discussed] to be extremely valuable. I truly appreciate your time and advice on any situation.
If there was anyone else on your team recommended to speak with, I would love to spend some time learning more about their background as well! I'm looking forward to preparing for the application process at [FIRM].
Best regards,
[NAME]
[UNIVERSITY] '27
[Your Phone Number]
[Your Email Address]
comment "IB" if you want these messaging templates