How to get a coffee chat at Evercore

Why coffee chats matter for Evercore

Evercore is in finance and investment banking. An independent advisory-focused investment bank.

Banking and investing are relationship businesses, and a short informational call is often what turns a resume drop into an interview. For Evercore specifically, that usually means talking to people in roles like Investment Banking Associate.

How to find the right person at Evercore

You want a recent, relevant contact who can speak to the work and, ideally, refer you. A few reliable ways to find them:

• Search LinkedIn for Evercore plus the exact role you want (for example, Investment Banking Associate).
• Check your school or company alumni database for people now at Evercore.
• Ask mutual connections for a warm introduction rather than cold messaging.
• Look for Evercore at recruiting events, panels, and info sessions, then follow up individually.

What to send in your first message

Keep it short and specific. Say who you are, why you are reaching out to this person, and make one clear, low-pressure ask. A simple structure that works:

Hi [First name], I am a [your program or role] focused on finance and investment banking. I came across your path to Evercore and would value 15 minutes to hear how you think about the work there. Would a short call in the next couple of weeks be possible? I am happy to work around your schedule.

Personalize the first line every time. Generic notes get ignored, and a single specific detail is what earns a reply.

Questions to ask someone at Evercore

Ask about their experience and judgment, not facts you could look up. Strong questions include:

• How did you decide Evercore was the right fit for you?
• What does a typical week actually look like in your role?
• What separates people who do well here from those who struggle?
• If you were recruiting today, what would you focus on to stand out?
• Is there anyone else you would suggest I speak with?

Turn the chat into a referral

A good conversation is only worth as much as your follow-through.

• Send a specific thank-you within 24 hours that references what you discussed.
• Act on one piece of their advice and tell them you did.
• When the role opens, ask directly whether they would be comfortable referring you.
• Keep a light touchpoint every few weeks so the relationship stays warm.