Finance Job Search Elevator Pitch

2 types of finance job search elevator speeches

A Job Search Elevator Speech is critical element in finding the right job. Crafting the right speech helps you spread the word about what you’re looking for and helps to clarify what you want. I have been a Business Coach for Investment Managers, a Finance Career Coach,  and a Finance Executive Coach since 2004. I have a lot to offer in terms of branding your elevator speech.

There are two types of elevator speeches:

1. Networking Elevator Speech – 30 seconds

For use when you are phoning your network or attending events where you will talk to people face-to-face about what type of position you are seeking. This format is informal so having a few points that make you memorable can be helpful.

2. Job Interview Elevator Speech – 60 seconds

For use when a Hiring Manager or Recruiter contacts you. This format is more formal and should be laced with benefits to the organization. Initially you may be asked to talk about yourself, so having something prepared can be very useful.

1. Networking Elevator Speech

networking finance elevator speech

At its most basic level, the structure is:

Hi, my name is ___________. I worked in _______________ (field), and I’m looking to get into _____________________ (what you want and the sub industry). Something unusual about me is that _____________________ (something memorable that will open the conversation and make a connection).

Example – 30 seconds:

“Hi, my name is Jonathan. I worked in Investment Banking for 20 years, first with Company X and then with Company Y. I’m looking to get into the technology investment field in private equity or venture capital. Something unusual about me is that my wife and I were in the Peace Corps right out of college and we just adopted a rescue Border Collie.”

2. During a Job Interview:

interview finance elevator speech

Start by writing out what you would want to say to a hiring manager:

  • Who you are
  • What you specialize in
  • What sets you apart, your strengths, and how they would benefit the organization
  • The specific finance/investment areas you are interested in

Example – 60 seconds:

“I spent 15 years working in investment banking on Wall Street. It was a fast-paced environment where you had to be on your toes and ready for anything. I do my best work when I’m challenged by my environment to step up and make a difference. I have a natural ability to research opportunities, analyze options, and exercise independent judgment on matters of importance. I’d like to take these skills and get into the private equity field.”

  • Two essential elements in order to gracefully self promote:
  • I do my best work when I’m…
  • I have a natural ability to…

Career change:

Add into your speech: “I’m interested in career switching into real estate private equity after having worked a couple of years in …”

Elevator Speech Tips:

  • Make sure the content is compelling
  • Practice makes perfect – practice in front of a mirror, making sure that you smile. A smile can be “heard” during a phone call and “seen” in person.
  • Sound enthusiastic – motivation and enthusiasm are qualities ALL hiring managers are seeking
  • Passion! Use this word!

Adapt for finance career specialties

Change this script according to your job role

  • Business banker
  • Financial analyst
  • Financial advisor
  • CPA
  • Finance manager
  • Investment analyst
  • Equity analyst
  • Credit analyst
  • Portfolio manager
  • Economist
  • Investment strategist
  • C-Suite executives
  • Corporate finance
  • Private Equity
  • Venture Capital
  • Fixed income

Hi, I’m Suzanne. I coach ONLY in the finance field.

I can help YOU

I have been coaching finance professionals since 2004. I help you build a professional brand that sets you apart from other candidates and gets you noticed by hiring managers and recruiters.

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