Key skills
AIClaudeLeadership
About this role
Role Overview
- Support our growth and investor outreach initiatives
- Identify and research high-potential prospects within the investor community using LinkedIn, financial databases, and web research
- Use ChatGPT, Claude, and Canva to refresh, draft, and iterate on marketing collateral
- Perform "small data" tasks, including cleaning investor lists and running queries in Excel
- Deep-dive into specific investor profiles to understand their mandates, past investments, and strategic fit
- Support our Client Success Team to improve client retention through targeted outreach programs
- Translate complex data and research into clean, professional PowerPoint decks
Requirements
- Currently enrolled at a two-or-four-year college/university, and be a rising Sophomore, Junior or Senior
- Proficiency in Microsoft Excel (vlookups, pivot tables, basic queries) and PowerPoint
- Comfortable using LLMs (ChatGPT, Claude) for research and content generation
- Foundational understanding of financial markets, public equity, or the investor ecosystem is a significant plus
Benefits
- Gain hands-on experience in the investor relations and marketing space
- Work directly with senior leadership in a fast-paced environment
- Opportunity to lead projects that involve cutting-edge AI workflows