Networking & Outreach Email Templates and Tips
Finance & Banking Networking Email Templates
300,000 applications for 2000 spots. Getting interviews for high finance roles comes down to coffee chats and who referred you from that bank. Breaking into competitive fields like investment banking, private equity, and high-finance roles has come down to getting professionals to respond. This product is a curated library of proven outreach email templates that I personally used to get replies, schedule coffee chats, and ultimately break into investment banking in 2025.
These are not generic examples. Every template is based on real emails I sent to bankers, investors, alumni, and recruiters. These led to meaningful conversations, referrals, and the all-important interview.
What’s Included
Cold outreach emails for investment banking, private equity, VC, and corporate finance
Warm outreach templates (alumni, shared school, Greek life, mutual connections)
HR and recruiting outreach emails
Coffee chat requests (virtual and in-person)
Follow-up emails to re-engage non-responses
Industry- and location-specific variations (NYC, Charlotte, Atlanta, Chicago)
Professional email signature builder
Tips for how to customize and use each email
Each email is short, professional, and easy to customize. I wrote them to sound human, confident, and respectful of busy professionals’ time.
Why This Works
These templates were refined through 2 years of real outreach campaigns and response tracking. They strike the balance most students miss: direct without being pushy, confident without sounding entitled. I used this exact framework to build relationships and break into banking in 2025.
Who It’s For
Students recruiting for finance roles. (Such as but not excluded to IB, PE, VC, or consulting)
Business majors networking with alumni and professionals
Anyone tired of sending emails and hearing nothing back
If you want a repeatable system for networking that actually leads to conversations than this, is it.
