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Investment Banking Intern

UnBound X
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About the Role

You will support the sales function within the US. 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 US
  • Assist in identifying accredited and sophisticated investors
  • Perform early-stage qualification calls
  • 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 capital raising, investment banking, institutional sales, or capital markets
  • Are confident speaking professionally on the phone
  • Are proactive, persistent, and comfortable with structured outreach
  • Have strong English communication abilities
  • 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


 

Internship Details

Schedule: Part-time

Start Dates: Rolling

Commitment: Part-site, Monday–Friday