5 Great Investment Banking Cold Email Templates To Copy & Paste

Cold emailing is a classic way to get your foot in the door in investment banking. We're breaking down five different email templates to help you craft your own outreach.

Referring to a template gives your message a proven structure, which can seriously boost your chances of getting a reply from a busy professional.

Tips for Writing Investment Banking Cold Emails

• Keep the subject line simple.
• Your subject line should be direct and professional. Think "Student at [Your University] Seeking Advice" or "Question from a [Your Major] Major." It’s clear and gets straight to the point, which is exactly what you want.
• Brevity is everything.
• Bankers are busy. Keep your email under 150 words. Introduce yourself, state why you're emailing them specifically, and make your request. That's it. No fluff needed.
• Make a specific, easy ask.
• Don't ask for a job or an internship in the first email. Instead, ask for 10-15 minutes of their time for a call to hear about their experience. It’s a low-friction request that’s much more likely to get a "yes."
• Prove you did your homework.
• Mentioning a recent deal their team worked on or a comment they made in an interview shows you have a genuine interest. This simple step separates you from the hundreds of generic emails they receive and shows you respect their time.

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: Introduction from a [*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 found your profile on [*Platform, e.g., LinkedIn*] and was impressed by your background, which prompted me to reach out.

I am exploring a career in investment banking and am particularly interested in the work you do at [*Their Bank's Name*]. I noticed your involvement in [*Mention a specific deal, project, or article*], and I would appreciate the chance to learn more about your experience in the industry.

Would you have 10-15 minutes for a brief informational call in the coming weeks? I am available to connect at your convenience.

Thank you for your time and consideration.

Best regards,

[*Your Name*]

[*Your Phone Number*]

[*Link to your LinkedIn profile*]

</template>

2) Networking Email Template

<template>

Subject: Referred by [*Mutual Connection's Name*]

Dear [*Banker's Name*],

I’m writing to you at the recommendation of [*Mutual Connection’s Name*], who I spoke with at [*Event or Context of Meeting*]. They suggested I reach out to learn about your experience at [*Their Bank's Name*].

I am a [*Your Year*] at [*Your University*], focusing on a career in investment banking. I’ve been following your work, particularly the recent [*Mention a specific deal or project*], and I would value the opportunity to hear your perspective on the industry and your career path.

Would you be open to a brief 15-minute call in the coming weeks? I am flexible and can work around your schedule.

Thank you for your time and consideration.

Best,

[*Your Name*]

[*Your Phone Number*]

[*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*] at [*Your University*] studying [*Your Major*]. I am writing to express my interest in the [*Summer/Winter Analyst*] program at [*Their Bank's Name*].

I have been following your firm's work, particularly the recent [*Mention a specific deal or project*], and it aligns with my career aspirations in investment banking. My coursework in [*Mention relevant coursework*] and experience with [*Mention a relevant skill, e.g., financial modeling*] have prepared me to contribute to your team.

I have attached my resume for your consideration and would appreciate the opportunity to discuss my qualifications and learn more about the internship program. I am confident that my background would make me a valuable addition to your team.

Thank you for your time and consideration.

Sincerely,

[*Your Name*]

[*Your Phone Number*]

[*Link to your LinkedIn profile*]

</template>

4) Follow-Up Email Template

<template>

Subject: Following Up - [*Your University*] Student

Dear [*Banker's Name*],

I hope this email finds you well. I'm writing to follow up on my message from last [*Day of the week, e.g., Tuesday*]. I know you have a demanding schedule, so I wanted to gently bring my email back to the top of your inbox.

My interest in learning about your work at [*Their Bank's Name*] remains strong. I am particularly keen to hear your insights on [*Mention original point of interest, e.g., a specific deal*].

Would you still be open to a brief 10-15 minute call? I am flexible and can accommodate your schedule.

Thank you again for your time.

Best regards,

[*Your Name*]

[*Your Phone Number*]

[*Link to your LinkedIn profile*]

</template>

5) Thank You Email Template

<template>

Subject: Thank You - Following Up on Our Conversation

Dear [*Banker's Name*],

Thank you for taking the time to speak with me on [*Day of the week/Date*]. I genuinely appreciated learning about your experience at [*Their Bank's Name*] and your perspective on the industry.

I found your advice on [*Mention a specific point from the conversation, e.g., preparing for technical interviews*] particularly helpful, and it has given me a clearer direction as I move forward. Our discussion has solidified my interest in [*Their Bank's Name*] and the work your team does.

Thank you again for your time and guidance. I will be sure to keep in touch as I progress in my career search.

Best regards,

[*Your Name*]

[*Your Phone Number*]

[*Link to your LinkedIn profile*]

</template>

What About Using Flodesk?

Now that you have these five investment banking cold email templates, you need a way to manage your outreach. We provide intuitive email marketing tools that help you grow and manage your professional network. You don't need any coding or design experience to create, send, and automate emails that get your message across and help you build connections.

Our platform is built for both beginners and experienced users to send well-designed, effective emails. With a straightforward email builder, capable automations, and clean forms, Flodesk gives you the necessary tools for your email marketing, minus the usual complexity.

Wrapping Up

A well-crafted cold email can open doors in investment banking, and these templates provide a solid foundation for your outreach. Your communication should be as professional and considered as your ambition.

Flodesk provides the tools to send and manage your networking emails with intention and good design. Sign up to organize your outreach and build the connections that matter.