Finance Outreach (FO) Internship — Remote

Your tasks

• Identify and reach out to potential clients and leads within our target segments.
• Communicate with prospects via email, calls, and online platforms — explaining our offering clearly and answering first-line questions.
• Support the preparation of outreach materials, one-pagers, and simple financial illustrations.
• Conduct market, competitor, and sector research to sharpen targeting and messaging.
• Maintain lead records and CRM updates; track outreach activity and outcomes.
• Follow up with prospects and help move leads through the pipeline.
• Coordinate with the marketing and operations teams to support sales activity.

Requirements

• Derivatives fundamentals: options and futures, and what drives their value (strike, expiry, volatility, and the basic Greeks at a conceptual level).
• Options income and hedging strategies: covered calls, cash-secured puts, protective puts, and collars.
• Real estate investment analysis: NOI, cap rates, cash-on-cash return, IRR, and reading a basic pro forma.
• Financial modelling: three-statement models, DCF valuation, and comparable company analysis (comps) in Excel or Google Sheets.
• Helpful but not required: fixed income basics (yield, duration), portfolio construction, or structured products.

Background and skills

• Genuine interest in finance and markets.
• Quantitative background in a STEM field (engineering, mathematics, statistics, physics, computer science, economics, or similar).
• Excellent written and verbal communication skills — this is the most important requirement. You'll be translating technical financial ideas into plain language for people who don't share your background.
• Confidence in interacting with clients and prospects.
• Working knowledge of MS Office or Google Workspace, especially Excel/Sheets.
• CRM experience (HubSpot, Salesforce, Zoho, or similar) is a plus, not a requirement.
• Self-motivated and able to work independently in a remote setup.
• Willingness to learn and grow in a fast-paced environment.
• Reliable internet connection and availability during core team hours.

What we offer

What You'll Gain

• Direct exposure to how financial products are positioned, pitched, and sold.
• Hands-on experience in lead generation, outreach, and client handling.
• Deeper practical understanding of derivatives strategies, real estate analysis, and financial modelling in a commercial context.
• Professional mentorship and structured feedback.
• Completion certificate upon successful completion.
• Letter of Recommendation based on performance.
• Opportunity for a full-time position based on exceptional performance.