Investment Intern

Roles & Responsibilities

Key Responsibilities

• Client & Sales Management : Prospect for new clients, build relationships, address client inquiries, and provide post-sales support.
• Market Research : Conduct research to identify market trends, new investment opportunities, and competitive landscapes.
• Marketing & Sales Support : Assist in drafting pitch documents, marketing collaterals, and presentations to support sales initiatives.
• Administrative Tasks : Manage contact management systems, maintain client records, and generate performance reports.
• Collaboration : Work closely with senior management, sales teams, and other departments to achieve sales goals.
• Deal Support : Assist in managing the sales process for investment properties or funds, which may include financial analysis and property modeling.

Essential Skills & Qualifications

Tell employers what skills you have

Investment Properties

Wealth Management

Microsoft Office

Due Diligence

Modeling

Investments

Property

Private Equity

Marketing

Sales Process

Investment Management

Capital Markets

Financial Modelling

Financial Analysis

Real Estate