A suggested 15-minute agenda
Use two minutes to thank them and introduce yourself, roughly ten minutes for questions, and the remaining time to summarize and close. This is a suggested structure, not a recruiting requirement.
Read their public background and the firm’s business description beforehand. Write down why you want to speak with them and what you hope to understand.
Questions about work and the learning curve
What did you underestimate about the analyst role? Which skill helped you become useful to your team? What does a strong first draft of your work look like?
How does work get reviewed on your team? Which parts took the most practice? How did you choose your group or office?
Choose questions that fit the person. Ask for a non-confidential example when an answer is abstract, and follow the conversation rather than reading a checklist.
Questions about preparation
Given my experience in [project], what would you suggest I practice next? Which public resource helped you understand this business? What do you wish you had asked before choosing your role?
Avoid confidential deal details or asking the person to predict your hiring odds. Confirm process questions against the current posting or recruiter instructions. Close by naming one action you will take.
Frequently asked questions
Should I ask for a referral in the first coffee chat?
Focus on learning and fit. If the person offers application help, follow their guidance. An introductory call does not create an obligation to refer you.
Sources and editorial notes
Templates and workflow suggestions are original Paperclip examples. They do not promise replies or job offers. Employer requirements can change; check the current posting before applying.