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Pre-Interview Advice

July 13, 2025

Coastal Partners typically sends out a ‘pre-call notes’ e-mail to candidates before they have their first round interview with a firm.

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These tips are helpful for anyone preparing for their next interview. Some of this may seem obvious, yet it’s amazing how often the obvious is overlooked in interviews

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Sharing some of the tips we include here:

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Communicate With Clarity and Confidence

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  • Bring the energy: People want to speak to someone who is enthusiastic about their work and excited about the potential of joining their team.

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  • Be concise: focus on answering the question asked. Try to keep your answers clear and to the point. Fact based answers are better than generalities.

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Show Up Prepared and Curious

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  • Don’t be modest & don’t be arrogant: find the sweet spot between the two. If you’ve been promoted quickly, hired away by a client / former manager, or recognized for your achievements in some way - bring it up! Let them know you’re a high achiever, but do it with facts & examples vs. telling them you’re the best without being able to point to why.

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  • Express genuine interest: Make it clear why this firm and role are exactly what you're seeking.

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Follow Through Like a Pro

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  • Research the firm you are interviewing with to show that you've done your homework and know who they are. Ask questions that show you’ve spent time thinking about their company.

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  • Send a thank you note or follow-up after the call. Arrive on time to the call. Dress appropriately.

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We hope these tips are helpful for anyone preparing for their next interview. Good luck!

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Matt Rooney