Finance Outreach Intern (Remote)
Mô tả công việc
- We're hiring motivated Finance Outreach (FO) Interns for a 3-month remote program.
- This role sits at the intersection of finance and client communication: you'll be talking to prospects about financial concepts, so you need enough fluency to hold a credible conversation — not a trading desk résumé.
- If you have a quantitative background and a real interest in markets, we'll teach you the rest.
- Successful candidates receive a Completion Certificate and a Letter of Recommendation, and high performers may be considered for a full-time role.
- Responsibilities · 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
- Finance knowledge — working familiarity is enough.
- You don't need professional experience, certifications, or deal exposure.
- We're looking for people who understand the concepts well enough to discuss them confidently and are willing to go deeper: · 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 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 on successful completion. · Letter of Recommendation based on performance. · Opportunity for a full-time position based on exceptional performance.
- Internship Details · Duration: 3 months · Mode: Remote (Work from Home) · Perks: Certificate + Letter of Recommendation + Full-Time Opportunity
Yêu cầu ứng viên
- Finance knowledge — working familiarity is enough.
- No professional experience, certifications, or deal exposure needed:
- Derivatives fundamentals: options and futures, and what drives their value (strike, expiry, volatility, and the Greeks at a conceptual level).
- Options income and hedging strategies: covered calls, cash-secured puts, protective puts, collars.
- Real estate investment analysis: NOI, cap rates, cash-on-cash return, IRR, reading a basic pro forma.
- Financial modelling: three-statement models, DCF valuation, comparable company analysis in Excel or Google Sheets.
- Helpful but not required: fixed income basics (yield, duration), portfolio construction, structured products.
Thông tin tham khảo
- Thị trường tại Chicago
- 1 tin đang mở từ 1 doanh nghiệp. Xem việc làm tại Chicago
- Nguồn tin
- Nguồn: CareerViet · đăng 22/08/2026
