Job Description
Note: The job is a remote job and is open to candidates in USA. The Advisory Investment Bank is a leading investment bank focused on essential-services companies, aiming to empower founders in the lower middle market. The Business Development Internship plays a crucial role in sourcing and qualifying potential clients, directly supporting the deal pipeline for the senior investment banking team. Responsibilities • Contact prospective business owners using our curated leads list and outreach software • Pre-qualify companies based on revenue, service mix, and industry • Introduce Qualified Leads to our senior bankers for engagement meetings • Maintain communication to ensure Engagement Letters are signed and onboarding is completed • Participate in weekly team calls and training sessions led by Managing Partner Oliver Bogner Skills • Driven, articulate, and entrepreneurial candidates • Ability to contact prospective business owners using outreach software • Ability to pre-qualify companies based on revenue, service mix, and industry • Ability to introduce Qualified Leads to senior bankers for engagement meetings • Ability to maintain communication to ensure Engagement Letters are signed and onboarding is completed • Participation in weekly team calls and training sessions • Availability for weekly Monday calls at 10 AM EST (or alternative Monday 3 PM EST call) • Ability to manage lead quality & CRM • Daily call and email activity • Effective communication with leadership • Development of industry-specific knowledge • Participation in in-person or virtual prospect meetings • Availability for a minimum of 20 hours per week Benefits • Internship academic credit • Full training program on cold outreach, essential-services M&A, and private equity consolidation • Access to software systems, leads lists, and internal communication tools • Weekly coaching and mentorship from leadership • A step-by-step roadmap to compete for a full-time Analyst offer Company Overview • Top 5 Lower Middle Market Investment Bank — Axial - Q1, Q2, Q3 2025 Investment Banking, Rebuilt for the Real World A tech-enabled investment bank for the essential services economy In 2024, we launched The Advisory with a simple belief: Main Street business owners deserve Wall Street-level outcomes. It was founded in 2024, and is headquartered in New York, NY, US, with a workforce of 11-50 employees. Its website is Apply tot his job