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 https://theadvisoryib.com.
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