Financial Outreach (FO) Intern - Remote

Job Overview:
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.

Responsibilities:

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

Benefits and Opportunities:

• Completion certificate
• Letter of recommendation
• High performers may be considered for a full-time role