At a Glance
- Tasks: Engage with investors and support capital introduction in a dynamic investment banking environment.
- Company: Swiss Finance, a global leader in investment banking with a collaborative culture.
- Benefits: Gain invaluable experience and training in investment banking, with potential future opportunities.
- Why this job: Kickstart your career in finance with hands-on experience and exposure to elite industry practices.
- Qualifications: Studying or have studied finance, business, or related fields; confident in professional communication.
- Other info: Unpaid internship offering substantial real-world experience and potential for future roles.
The predicted salary is between 500 - 1500 £ per month.
Swiss Finance is offering an on-site Investment Banking Internship in London 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 opportunity is structured as a selective institute-based professional training programme offered by Britannica Capital Institute and Swiss Finance Institute, providing exposure comparable to elite internships in an educational (non-employment) context.
This internship is unpaid, following European practical training norms, with substantial real investment banking 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 London
- 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.
Investment Banking Intern (Institutional Sales) employer: Swiss Finance
Contact Detail:
Swiss Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Banking Intern (Institutional Sales)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment banking scene. Attend events, join relevant groups on LinkedIn, and don’t be shy to reach out to alumni from your university who are in the field.
✨Tip Number 2
Practice your pitch! You’ll need to communicate effectively with investors, so rehearse what you want to say. Make sure you can confidently discuss your interest in institutional sales and how you can add value to the team.
✨Tip Number 3
Stay organised! Keep track of your outreach efforts and follow-ups. Use a simple spreadsheet or a CRM tool to manage your contacts and ensure you’re on top of your game when it comes to investor engagement.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative to apply directly. It shows you're serious about the opportunity and gives us a chance to see your enthusiasm right from the start.
We think you need these skills to ace Investment Banking Intern (Institutional Sales)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the investment banking world. Highlight any relevant coursework, projects, or internships that showcase your interest in sales, finance, or capital markets.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about institutional sales and how your background makes you a great fit for this internship. Be genuine and let your personality come through.
Showcase Your Communication Skills: Since this role involves a lot of outreach and investor communication, make sure your application demonstrates your ability to communicate effectively. Use clear language and a professional tone, especially in your written materials.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets into the right hands!
How to prepare for a job interview at Swiss Finance
✨Know Your Stuff
Before the interview, dive deep into the world of investment banking, especially focusing on institutional sales and capital markets. Familiarise yourself with key terms, recent trends, and major players in the industry. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Practice Makes Perfect
Conduct mock interviews with friends or mentors to practice your responses. Focus on articulating your thoughts clearly, especially when discussing your understanding of investor engagement and outreach strategies. The more comfortable you are speaking about these topics, the better you'll perform during the actual interview.
✨Showcase Your Research Skills
Be prepared to discuss how you would research and identify qualified investors. Bring examples of how you've approached similar tasks in the past, whether through academic projects or personal initiatives. Highlighting your proactive nature and ability to gather allocator intelligence will impress the interviewers.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the internship and the company. Inquire about their approach to capital raising or how they support interns in their learning journey. This shows that you're not just interested in the position, but also in the company's vision and operations.