Related Posts
More Posts
Countdown... beginning now
Did you make a mistake working in BigLaw? Why?
Need Likes !
Additional Posts in Finance
Is upward feedback ever appreciated?
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.



Once a quarter is fine
Quarterly. If you’re on a special talent list at my firm (typically top 3-5%), you meet with senior management monthly and work on special projects with them as stakeholders (so you get even more Facetime)
That’s super cool, which firm if you don’t mind sharing?
Congratulations on your promotion 🎉
To your question, depends on a mix of factors tbh…
1. Value of your different POV: your rank and how close in proximity your rank is to this upper management; subsequently, how can you bring value to that meeting and on what cadence can you actually have something new to bring?
2. Relevance: Are you working on something they have their eyes on 👀 so you need/want to give them an update; can that update be an email?
3. Knowing yourself: What kind of relationship are you trying to establish with them
4. Knowing your audience: How often do they meet with others with a similar relationship to the one you’re working to develop
If you’re an senior asset management analyst now, for example, and you want to meet with an MD…I’d say once or twice a quarter. That ought to keep you in mind, but not in their face if you get what I’m saying.
I meet with upper management at least once a week. My director seems to like my creative solutions on measuring kpi and my quick turnaround on data questions (6 months into the job).
Congrats on the promotion, OP. I get to sit down with management monthly. Once per quarter would make for far-too-long meetings. I understand not everyone has that luxury, though. Consider what those meetings will consist of and perhaps start with quarterly. If you find you're bringing too much to meetings, request a possible shift to monthly.
We meet once a week. We rarely ever reschedule unless we really have to. We like to keep it consistent.