Business Insider·3 min read·medium

Morgan Stanley exec Lindsey Coleman shares her coffee-meeting request to tell who is serious about a Wall Street career

Morgan Stanley exec Lindsey Coleman shares her coffee-meeting request to tell who is serious about a Wall Street career
AI Summary

Morgan Stanley executive Lindsey Coleman advises young professionals to move beyond traditional 'networking' by demonstrating genuine interest and preparation. She emphasizes that building professional relationships requires time, trust, and evidence of effort, especially as AI changes the nature of entry-level finance roles.

Why it matters

It provides actionable career advice for finance aspirants while highlighting how AI is shifting the value of human interpersonal skills in the workplace.

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Lindsey Coleman is the head of fixed income client coverage for the Americas at Morgan Stanley. Morgan Stanley Lindsey Coleman has spent decades rising up at Morgan Stanley, partly because of her relationships. She said "networking" gets the calculus wrong and shared what she thinks works instead. Coleman, who was one of BI's inaugural rising stars, said AI raises the bar for interpersonal skills. When someone asks Lindsey Coleman to get coffee with their kid, a simple ask will tell her a lot about the young person's level of interest in her job: read three articles or studies that we can talk about. "People want to take the free coffee. They want some advice. There are only some people who actually want to do the work to understand someone's role, background, and business," said Coleman, the head of fixed income client coverage for the Americas at Morgan Stanley.

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