Swiss Finance · 8 hours ago
Investment Banking Intern (Institutional Sales)
New York, NY
Internship
Onsite
InternSwiss Finance is offering an on-site Investment Banking Internship in New York focused on institutional sales and capital markets. The role involves outreach to investors, allocator research, and supporting capital introduction and bookbuilding-style activities for clients and affiliates.
Financial Services
Responsibilities
Call and engage with investors, allocators, and family offices
Research qualified investors across the UK, Switzerland, Europe, US, Hong Kong and globally
Assist in identifying accredited and sophisticated investors
Perform early-stage qualification calls
Maintain structured call logs, CRM entries, and pipeline trackers
Support investor meeting preparation and follow-up
Assist in preparing sales materials and capital markets content
Gather allocator intelligence through phone research
Participate in institutional sales discussions and internal briefings
Support the capital raising workflow for affiliate and client funds
Qualification
Required
Are studying or have already studied sales, marketing, finance, economics, business, or related fields
Are interested in asset management, capital raising, investment banking, hedge funds, institutional sales, or capital markets
Are confident speaking professionally on the phone
Are proactive, persistent, and comfortable with structured outreach
Have strong English communication abilities
Enjoy the sales, markets, and investor-facing side of investment banking
Are able to work on-site in NYC
Are comfortable (and even excited) with an unpaid internship in exchange for our brand and high-value exposure; willing to commit and dedicate several months to learn and prove yourself
Benefits
Hands-on investment banking sales and capital markets experience
Experience calling and qualifying institutional investors
Exposure to allocator psychology and capital flow dynamics
Experience supporting early-stage bookbuilding-style processes
Skill development in investor communication, pitching structure, and capital raising
Training in CRM and outreach workflows
A strong investment banking internship for future recruiting
Potential follow-on opportunities in institutional sales, hedge funds, or investor relations within our global platform
Company
Swiss Finance
We focus on investment management and capital allocation, selectively support research and infrastructure that strengthen the allocator ecosystem.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase