Market Research - Investment Banking
Project scope
Categories
Data analysis Communications Market research Operations Lead generationSkills
target market strategic marketing financial analysis marketing accredited investing business development broker dealers market research sales investmentsWhat is the main goal for the project?
The intern will be required to work well independently and as part of a team. We require Intern/student to develop and implement a strategic marketing plan including developing leads resulting in at least two deals. It will encompass Business Development, Data mining, Financial analysis and sales/marketing.
IN WHAT LANGUAGE WILL THIS PROJECT BE PROVIDED/DANS QUELLE LANGUE CE PROJET SERA-T-IL FOURNI:
- English
- French (if needed)
PROJECT MENTOR NAME/NOM DU MENTOR DU PROJET
Shanaz Joan Parsan
sjparsan@szc-group.com
What tasks will students need to complete to achieve the project goal?
- Sales/Market research
- Explore other sales/marketing ideas, outside social media
- Understanding target market and user demographic to develop leads
- Assess who we should continue to / start targeting in both the US and Canada
- Create a detailed list of at least 1000 new targeted companies and contacts
- Call existing/new clients re services
- Explore Broker Dealers who would work with Canadian Investment Banking brokerages
- Source new 2040 arrangements
- Create an Individual Investor List of accredited investors who can invest 250,000 USD up to 5 million USD in a variety of industry segments or that are industry agnostic (largely North America and some Latin America)
- Students will provide actionable recommendations, based on their in-depth research and analysis.
- Students will prepare individual reports by deal
- Students will provide actionable recommendations, based on in-depth research/analysis.
Students will be mentored and supervised, provided high level access and guidance to compete the project.
About the company
Szymon Zephan Capital provides full-service Mergers & Acquisitions strategic advisory services.
Our team specializes in working with global mid-market corporations. We uphold the highest level of integrity while supporting our clients in achieving their strategic objectives.
Our first priority is our clients’ interests. Our team seeks to understand our clients’ business and potential, and aims to serve them with industry leading professionals and best practices.
As financial and strategic advisor, our role is to manage the entire M&A process by providing smart and innovate ideas.
Whether you are looking to grow your business through an acquisition, or are seeking an exit strategy, our responsibility is to maximize value for all of your stakeholders