Investment Banking Intern (Institutional Sales)
Swiss Finance, New York, NY, United States
Investment Banking Internship – Institutional Sales & Capital Markets (On-Site, NYC)
Swiss Finance is offering an on-site Investment Banking Internship in New York focused on institutional sales, capital introduction, and investor engagement for private placement of debt, equity and hedge fund LP stakes. This role reflects the institutional sales side of investment banking, involving outreach to investors, allocator research, and early-stage bookbuilding-style workflows.
This is designed for students and recent graduates or career changes seeking real investment banking experience (but others are welcome to apply). Swiss Finance operates internationally and supports affiliated brands with active operations in London, New York, Zurich, Stockholm, and other financial hubs.
This internship is unpaid, following US/European practical training norms, with substantial real investment banking learning experience.
About the Role You will support the institutional sales function within Swiss Finance. Your work will focus on sourcing and engaging allocators, conducting outreach, and supporting capital introduction and bookbuilding-style activities for our clients and affiliates.
Your responsibilities include calling investors, gathering investor information, researching family offices and institutions, supporting early-stage sales structuring, and assisting in investor communication workflows.
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
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
We Are Looking For Candidates Who
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
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
What You Will Gain
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
Schedule: Full-time
Start Dates: Rolling
Commitment: On-site, Monday–Friday
High-performing interns may be considered for future roles across the group’s broader operations, including investor relations, institutional sales, allocator strategy, or hedge fund operations in London, New York, Zurich, and Stockholm.
#J-18808-Ljbffr
This is designed for students and recent graduates or career changes seeking real investment banking experience (but others are welcome to apply). Swiss Finance operates internationally and supports affiliated brands with active operations in London, New York, Zurich, Stockholm, and other financial hubs.
This internship is unpaid, following US/European practical training norms, with substantial real investment banking learning experience.
About the Role You will support the institutional sales function within Swiss Finance. Your work will focus on sourcing and engaging allocators, conducting outreach, and supporting capital introduction and bookbuilding-style activities for our clients and affiliates.
Your responsibilities include calling investors, gathering investor information, researching family offices and institutions, supporting early-stage sales structuring, and assisting in investor communication workflows.
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
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
We Are Looking For Candidates Who
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
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
What You Will Gain
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
Schedule: Full-time
Start Dates: Rolling
Commitment: On-site, Monday–Friday
High-performing interns may be considered for future roles across the group’s broader operations, including investor relations, institutional sales, allocator strategy, or hedge fund operations in London, New York, Zurich, and Stockholm.
#J-18808-Ljbffr