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How To Close Your Investment Banking Offers

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“Blake: A-B-C. A-Always, B-Be, C-Closing. Always be closing, always be closing.”

-Glengarry Glen Ross (1992)

“I’ve done everything you’ve told me to in your investment banking jobs guide. I’ve convinced them I can burn the midnight oil, work til I drop, and want to be Gordon Gekko. But I’m not getting any offers. What’s wrong?”

What’s wrong? You’re lacking a hook. To seal the deal and land offers, it’s not enough to show you can do the job well and have a serious interest in investment banking as a career.

You have to show them that they need you more than you need them.

Of course, this is never really true. You’re just a resource. They’re a $100 billion bulge bracket firm.

But perception is what counts.

What’s A Hook?

A hook makes you stand out from everyone else. It can be your extreme enthusiasm over the job that caused you to email them 59 days in a row (just like Bud Fox calling Gordon Gekko). It can be the experience you had working at a Chinese Private Equity Firm last summer. It can even be how you were a Varsity Athlete in that sport they’ve never heard of.

But it can’t be, “I really want to do banking so I can learn!” or, “I like the fast-paced environment!”

Those are not hooks. Those are just standard reasons to say you want to do the job.

When bankers quiz you in superday interviews, they try to answer three questions:

  1. Is he smart?
  2. Can he do the job?
  3. Do I like him?

If you want to close, the answer to #3 has to be, “yes.” You have to have a hook.

But I’m Just A Normal Person, How Can I Get A Hook?

If you just have standard experience, you have to go outside your previous jobs and activities to close your offers. One tactic is making a connection with your interviewer by having similar interests or asking questions about some topic he or she likes talking about.

This requires upfront research and isn’t always possible. But when you can do it, making a connection with the interviewer is a great tactic for increasing your success rate.

Was your interviewer in the Marines? Maybe your brother/cousin/uncle was too. Was he at a certain company or in the industry where your dad/cousin/uncle works? Same undergraduate schools?

Think far and wide to find that connection.

No One Wants You Until Someone Wants You (Then Everyone Wants You)

Yup, everything really is just like high school all over again.

Convince the firm that you have offers with other investment banks and you’ll get a big advantage. When they find out others want you, they’ll be afraid they’re missing something and decide they want you more now.

The correct answer to, “Are you interviewing with other firms?” is NEVER, “No.” Even if you’re not or have not gotten interviews with others, never say, “no.” Just be vague and say you are interviewing with other firms and are considering several options.

If you are indeed interviewing successfully with other firms, feel free to mention the names – this works especially well if they are competitive with your current firm. Naming any of the bulge brackets when interviewing with a bulge bracket, for example, gives you credibility (sometimes you can even get into specific offices, like UBS LA).

But I’ve Got Nothing… Really, Nothing!

Sometimes this happens. You don’t have any unusual or unique experience. Nothing in common with the interviewer. And no other competitive offers that might hurry them along.

Sometimes it’s just not meant to be. This is why you spread your net wide when interviewing at investment banks, especially in a tougher market. It’s just like applying to colleges – sure, go for Harvard, Yale and Princeton, but make sure you have some safeties (middle-markets and boutiques) in there as well.

Eventually, you’ll find one where people just mysteriously like you and you don’t need a “hook” or one where you have some connection to the interviewer.

And then you’ll close your interview and land your offer.

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18 Comments »

Comment by Jessica

what if you don’t have any interviews, but the interviewer insists on finding out the specific banks you’re interviewing with?

Is it possible that HR can speak to the HR departments at other banks and find out if you’re actually interviewing with them?

Comment by M&I

Jessica: That’s unlikely and HR would not be the one to do it. If they really wanted to find out, they would have Analysts speak to their friends at other banks and try to find out, but even then it would be hard to find anything concrete because there are so many different offices, groups, etc. and people usually don’t know who’s interviewing in other groups.

If the interviewer is insistent, I would not mention specific names unless you have at least SPOKEN to someone at those banks. It would not be a lie to say, “I’m talking to bank x” if you have spoken to people or friends there but have not interviewed there. That’s probably the best way to handle this situation.

 
 
Comment by dora

What do you do when you tried your best and u didnt get an offer? how do you approach finding jobs in the fall whne u go to a small liberal arts college and not alot of banks tend to come?

Comment by M&I

Keep trying, and consider related fields such as accounting, valuation services, etc. Better to go to one of those than something completely unrelated.

If few banks recruit at your school, you’ll have to rely on networking with alumni and friends/acquaintances in the industry.

 
 
Comment by Bo

Would a good hook be how hard you networked to get this interview even though there was no alumni from your school at this bank?

Comment by M&I

That could work but I would only say it if it came up earlier in the interview or when you first met the person… helps to remind them again at the end.

 
 
Comment by anon.

On average, how many people interviewed have a networking story like that? I am concerned that that particular “hook” will be less impactful if 3 other kids have a similar story.

Comment by M&I

If its a large bank, few people will have that story – I would certainly go with it if that’s your best way of standing out. I know other readers have used similar stories in interviews / networking to great effect.

 
 
Comment by looking for work

what about the whole jeffrey chiang incident? i have offers at other bb’s but not their ibd, so what do i say if i tell them i have offers at those places and they press me to find out what position exactly??

Comment by M&I

if they press you then you have to tell the truth, especially after an incident like that.

 
 
Comment by Sandman

Thank you for sharing your insight. Could you give an example of a good pitch or maybe your pitch? Thanks for the help.

Comment by M&I
Comment by Sandman

Thank you!!

Do you give mock interviews in person or over the phone?

(Comments wont nest below this level)
Comment by M&I

I do not offer mock interviews anymore, but you can speak with Kevin / Jerry at Management Consulted if you’re interested.

 
 
 
 
Comment by Gary

Hi Brian this site has been really helpful!

I was just wondering if it matters which city you work in as an analyst with regards to exit opportunities. Is New York more ‘prestigious’ than LA? What are the advantages, if any, of working in New York as an analyst?

Comment by M&I

See some of the recent articles / interviews on this topic. The main difference is NY makes it easier to move elsewhere (other geographies afterward).

Comment by Gary

Err…I tried but could you please provide a link? I was networking once with a Morgan Stanley associate, and posed the question. He said there was no difference at all…kinda brushed it off. I got a bad vibe, and changed the topic.

(Comments wont nest below this level)
Comment by M&I

Actually its in an upcoming interview not sure its on the site yet. But basically what I said above applies, other places have slightly reduced hours / possibly pay and in exchange you don’t get to move elsewhere as easily as you would from NY.

 
 
 
 
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