by Annika Flink, ’27
Editor’s Note: This article brings insights from a successful alum currently working in a top bank’s wealth management division (cannot disclose for regulatory reasons). We spoke with him to gain his perspective and advice for students entering the industry. The alum will share his candid views on building meaningful connections, making lasting impressions, and avoiding common pitfalls.
Whether preparing for an interview or refining your networking skills, these insights will equip students with the tools to stand out in the finance industry.
Our alum spoke about questions students ask professionals during interviews and networking events. He commented that students should avoid shallow, canned questions, such as, “What is a typical day for you?” These questions show a lack of preparation and enthusiasm. Instead, students should express their interest by reflecting on deep research and formulating an opinion. Following the firm on current events, noting recent activity, and asking questions about why the firm pursued a project will naturally lead to deeper-level questions and conversations, demonstrating a more profound interest and understanding from your side.
Our alum stressed the importance of first impressions. The classic firm handshake and proper dress attire are small yet influential elements for making positive impressions. Beyond in-person interviews and networking events, students should prioritize proper dress codes for career expos and virtual interviews (hire views).
Lastly, our alum spoke about the authenticity of undergraduates he networks with. He claims it is unnecessary to fake it and that it is obvious when students Google and present common knowledge. Although he encourages students to read The Wall Street Journal and stay updated with current events, he believes students should speak more to what they know instead of trying to impress professionals with what they have read. Instead, our alum suggests students talk about topics they are proficient in, such as their work experience, clubs, and organizations they are involved in. The professional will gain a stronger insight into who the students are, and these conversations allow students to speak to what they know.
For more insights on effectively connecting with others, our alumni suggested a book by Dale Carnegie, How to Win Friends and Influence People.
With summer slowly approaching, students are getting ready to take on a new and exciting opportunity—a summer internship. Before starting an internship, it is important to keep in mind certain fundamentals, such as how to develop good communication with colleagues—whether in-person or online. Here are some ways that students can effectively communicate with workplace peers:
