5 Great Investment Banking Cold Email Templates To Copy & Paste

Getting into investment banking often comes down to the cold email. It's one of the most direct ways to get on the radar of the right people.

Using a template helps you skip the guesswork and build your email on a solid foundation, ensuring your message is clear and effective.

Tips for Writing Investment Banking Cold Emails

• Nail the subject line. Make it searchable and informative. Think: [University Name] Student - Question on TMT Banking. It cuts through the noise in a packed inbox.
• Be direct and brief. Bankers read emails between meetings. Keep your message under 150 words. Introduce yourself, explain why you're writing to them specifically, and get to your request.
• Prove you’ve done your research. Reference a recent deal they closed or a trend in their sector. This shows you're not just blasting out emails to a generic list and that your interest is genuine.
• Have a specific ask. Vague requests like “picking your brain” often get ignored. Instead, ask for “a 15-minute call next week to discuss your path into M&A.” It shows you respect their time and have a clear agenda.
• Make replying easy. Attach your resume directly to the email and suggest a few specific times for a call, while also noting your flexibility. The less work they have to do, the better your chances of getting a response.

Types of Investment Banking Cold Email Templates We Will Cover

1. Introduction Email Template
2. Networking Email Template
3. Internship Inquiry Email Template
4. Follow-Up Email Template
5. Thank You Email Template

5 Investment Banking Cold Email Templates

1) Introduction Email Template

<template>

Subject: [*University Name*] Student Seeking Advice on [*Specific Group/Industry*]

Dear [*Banker's Name*],

My name is [*Your Name*], and I am a [*Your Year, e.g., sophomore*] at [*Your University*] studying [*Your Major*]. I am writing to introduce myself and to learn more about your experience in investment banking, specifically within the [*Specific Group/Industry*] group.

I found your profile on [*Platform, e.g., LinkedIn*] and was impressed by your background. I noticed you also attended [*Mention a shared connection, e.g., their university, a club, a previous employer*], and your career progression is something I find particularly inspiring. Your work on [*Mention a specific deal or project if possible*] especially caught my attention as I am very interested in that space.

I have attached my resume for your convenience. Would you be available for a brief 15-minute call in the coming weeks? I would appreciate the chance to hear your perspective on the industry and any advice you might have for a student aspiring to follow a similar path. Thank you for your time and consideration.

Best regards,

[*Your Name*]

[*Your University | Your Major*]

[*Your Phone Number*]

[*Your Email Address*]

[*Link to your LinkedIn Profile*]

</template>

2) Networking Email Template

<template>

Subject: Great Connecting at [*Event Name/Mutual Connection*]

Dear [*Banker's Name*],

It was a pleasure connecting with you at [*Event Name or via Mutual Connection*]. I really enjoyed our conversation about [*Specific Topic Discussed*] and appreciated your perspective on [*Mention a specific insight they shared*].

As I continue to explore opportunities in investment banking, I am keen to learn more about your experience at [*Their Firm*]. Your career path is particularly interesting to me, and I would value the chance to hear more about your work in the [*Specific Group/Industry*] group.

Would you be open to a brief 15-minute call in the next few weeks to continue our discussion? I have attached my resume for your reference and am flexible to work around your schedule. Thank you for your time and consideration.

Best regards,

[*Your Name*]

[*Your University | Your Major*]

[*Your Phone Number*]

[*Your Email Address*]

[*Link to your LinkedIn Profile*]

</template>

3) Internship Inquiry Email Template

<template>

Subject: Internship Inquiry - [*Your University*] Student

Dear [*Banker's Name*],

My name is [*Your Name*], and I am a [*Your Year, e.g., sophomore*] at [*Your University*] studying [*Your Major*]. I am writing to express my strong interest in a summer internship position within the [*Specific Group/Industry, e.g., TMT*] group at [*Their Firm*].

I have been following [*Their Firm*]'s work closely, particularly the recent [*Mention a specific deal or project*]. This aligns with my academic focus and career aspirations in [*Mention a relevant area*]. My coursework in [*Mention relevant coursework*] and experience with [*Mention a relevant skill or project*] have equipped me with a solid foundation in financial analysis and modeling, which I am eager to apply in a practical setting.

I have attached my resume for your review and would welcome the opportunity to discuss how my skills and enthusiasm can benefit your team. Would you be available for a brief call next week to discuss potential internship opportunities?

Thank you for your time and consideration.

Best regards,

[*Your Name*]

[*Your University | Your Major*]

[*Your Phone Number*]

[*Your Email Address*]

[*Link to your LinkedIn Profile*]

</template>

4) Follow-Up Email Template

<template>

Subject: Following Up: [*University Name*] Student Seeking Advice

Dear [*Banker's Name*],

I hope this email finds you well. I am writing to follow up on the email I sent last week regarding your experience in investment banking. I know you have a demanding schedule, but I wanted to gently bring my message back to the top of your inbox.

My interest in your work at [*Their Firm*] remains strong, and I am still very keen to learn from your perspective. I have re-attached my resume for your convenience. Would you have 15 minutes for a brief call in the coming weeks to discuss your career path?

Thank you again for your time and consideration.

Best regards,

[*Your Name*]

[*Your University | Your Major*]

[*Your Phone Number*]

[*Your Email Address*]

[*Link to your LinkedIn Profile*]

</template>

5) Thank You Email Template

<template>

Subject: Thank You - [*Your Name*]

Dear [*Banker's Name*],

Thank you for taking the time to speak with me today. I genuinely enjoyed our conversation and learning more about your experience in the [*Specific Group/Industry*] group at [*Their Firm*].

I found your advice on [*Mention a specific, insightful point from the conversation*] particularly helpful, and it has given me a clearer perspective on [*A relevant topic, e.g., navigating the recruiting process*]. Your insights have reinforced my interest in pursuing a career in this field.

I appreciate your willingness to share your perspective. I will be sure to keep in touch as I move forward. Thank you again for your time and guidance.

Best regards,

[*Your Name*]

[*Your University | Your Major*]

[*Your Phone Number*]

[*Your Email Address*]

[*Link to your LinkedIn Profile*]

</template>

What About Using Flodesk?

While these templates are built for direct, one-on-one outreach, managing a broader network or a personal brand requires a different set of tools. Flodesk is designed for that next step, helping you engage a larger audience through email.

Our platform gives you an intuitive email builder and powerful automations to create and send messages without any coding. You can start building your email list and grow your business with beautifully designed campaigns.

Wrapping Up

A well-crafted email is the first step, and these templates give you the foundation. Consistent, professional communication is what builds a career.

Flodesk provides the tools to manage your network with clean, effective emails. Start designing your outreach and build your professional presence today.