Before you start a serious job hunt, it’s important to consider who you will list as references. Having the right references ready to speak well about you is one of the most important parts of being prepared for a job search. When coming up with a list of who to ask, can clients, customers, and peers count? Definitely, but some circumstances should still be considered.
Choosing references carefully is important; after all, what they say could affect whether you’re offered a job or not. However, in the close-knit world of finance where word gets around fast and you have to be extra careful to maintain your reputation, selecting references can be a balancing act.
Clients and customers can be great references. Since they know you and understand the way you interface with people on the job, having a client or a recent client in your corner can be a huge asset. This is especially important for those seeking client-facing jobs. You want someone who can vouch for your knowledge base, personal skills, professionalism, and ability to work with clients.
Previous employers are valid references as long as the jobs aren’t too far in the past. You want to avoid looking like you have a several year gap that didn’t result in positive references. If you use a reference from a long-ago job, explain why this person is valid as a reference and why they understand your current skills and abilities.
When considering coworkers, tread lightly. They can discuss how you work within certain cultures and how well you adapt. Peers are best, but only if you are openly searching or you can trust them with the knowledge that you are searching. However, if you are too uncomfortable sharing your job search at your current company, explain this to your potential employer and ask to provide alternate references instead. Most will understand.
If you’re a recent graduate, it’s okay to list professors as references as long as they know you well. However, if you’re pursuing a finance career but weren’t a finance major, be cautious about listing a non-finance professor as a professional reference. It’s best to stick with teachers who are aware of your capabilities within the finance field.
When listing references, be sure to ask permission first. It’s poor form to list someone without their permission, which will catch them off guard. At the very least, this could be awkward, and at worst it could damage your relationship. Tell people at least a week beforehand that you would like to list them, and let them know what kind of job you are searching for.
Above all, always thank every reference for their help personally.










