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Finance Outreach (FO) Internship (Remote)
Finance Outreach (FO) Internship (Remote)

Finance Outreach (FO) Internship (Remote) at Springer Capital · Remote only · 0 - 1 years · $100 - $150 / mo · Profitable · Remote only · Posted 13 Oct 2026

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Finance Outreach (FO) Internship (Remote)

Andrew Rose's profile picture
Posted by Andrew Rose
0 - 1 yrs
$100 - $150 / mo
Remote only
Skills
Financial Modeling
Derivatives
Valuation
Communication Skills
Lead Generation
Business Development
Market Research
MS-Excel
Customer Relationship Management (CRM)
Financial analysis

We're hiring motivated Finance Outreach (FO) Interns for a 3-month remote program. This role sits at the intersection of finance and client communication: you'll be talking to prospects about financial concepts, so you need enough fluency to hold a credible conversation — not a trading desk résumé. If you have a quantitative background and a real interest in markets, we'll teach you the rest. 

Successful candidates receive a Completion Certificate and a Letter of Recommendation, and high performers may be considered for a full-time role. 

Responsibilities 

  • Identify and reach out to potential clients and leads within our target segments. 
  • Communicate with prospects via email, calls, and online platforms — explaining our offering clearly and answering first-line questions. 
  • Support the preparation of outreach materials, one-pagers, and simple financial illustrations. 
  • Conduct market, competitor, and sector research to sharpen targeting and messaging. 
  • Maintain lead records and CRM updates; track outreach activity and outcomes. 
  • Follow up with prospects and help move leads through the pipeline. 
  • Coordinate with the marketing and operations teams to support sales activity. 

Requirements 

Finance knowledge — working familiarity is enough. You don't need professional experience, certifications, or deal exposure. We're looking for people who understand the concepts well enough to discuss them confidently and are willing to go deeper: 

  • Derivatives fundamentals: options and futures, and what drives their value (strike, expiry, volatility, and the basic Greeks at a conceptual level). 
  • Options income and hedging strategies: covered calls, cash-secured puts, protective puts, and collars. 
  • Real estate investment analysis: NOI, cap rates, cash-on-cash return, IRR, and reading a basic pro forma. 
  • Financial modelling: three-statement models, DCF valuation, and comparable company analysis (comps) in Excel or Google Sheets. 
  • Helpful but not required: fixed income basics (yield, duration), portfolio construction, or structured products. 

Background and skills: 

  • Genuine interest in finance and markets. 
  • Quantitative background in a STEM field (engineering, mathematics, statistics, physics, computer science, economics, or similar). 
  • Excellent written and verbal communication skills — this is the most important requirement. You'll be translating technical financial ideas into plain language for people who don't share your background. 
  • Confidence in interacting with clients and prospects. 
  • Working knowledge of MS Office or Google Workspace, especially Excel/Sheets. 
  • CRM experience (HubSpot, Salesforce, Zoho, or similar) is a plus, not a requirement. 
  • Self-motivated and able to work independently in a remote setup. 
  • Willingness to learn and grow in a fast-paced environment. 
  • Reliable internet connection and availability during core team hours. 

What You'll Gain 

  • Direct exposure to how financial products are positioned, pitched, and sold. 
  • Hands-on experience in lead generation, outreach, and client handling. 
  • Deeper practical understanding of derivatives strategies, real estate analysis, and financial modelling in a commercial context. 
  • Professional mentorship and structured feedback. 
  • Completion Certificate on successful completion. 
  • Letter of Recommendation based on performance. 
  • Opportunity for a full-time position based on exceptional performance. 

Internship Details 

  • Duration: 3 months 
  • Mode: Remote (Work from Home) 
  • Perks: Certificate + Letter of Recommendation + Full-Time Opportunity 
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About Springer Capital

Founded :
2015
Type :
Products & Services
Size :
100-1000
Stage :
Profitable

About

N/A

Company social profiles

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https://docs.google.com/document/d/1-SWw6CYWmiF7Rwl5CZXVJnyujWY3RllHzDzpx6dxmP4/edit?usp=sharing



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Role Summary


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The goal is to help identify potential business opportunities and support the sales team in converting qualified leads into meaningful client conversations.


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Research potential clients, companies, industries, and business opportunities.

Assist the sales and business development teams with prospect research and lead qualification.

Participate in client calls and meetings where required.

Understand client requirements and document business challenges clearly.

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Assist in preparing proposals, presentations, solution documents, and requirement summaries.

Coordinate with technical teams to understand proposed solutions and capabilities.

Support follow-ups with prospective clients and maintain accurate records of interactions.

Assist in preparing client presentations, case studies, and sales materials.

Maintain and update lead and prospect information using CRM and other sales tools.

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Support the team in identifying potential opportunities for AI, software development, automation, SaaS, and other technology solutions.

Job Specification (JS)

Education Qualifications

Currently pursuing or recently completed a Bachelor's degree in Business, Marketing, Computer Science, Information Technology, Engineering, or a related field.

Students with strong communication, research, and technology skills are encouraged to apply.

Experience

Freshers are welcome to apply.

Previous internship or experience in sales, business development, pre-sales, customer-facing roles, technology, or research is an added advantage.

Skills & Competencies

Excellent verbal and written communication skills in English.

Strong research and information-gathering skills.

Good presentation and documentation skills.

Strong analytical and problem-solving abilities.

Curious and willing to learn about AI, software, and emerging technologies.

Basic understanding of business and technology concepts.

Good knowledge of MS Office / Google Workspace.

Comfortable using online research tools, LinkedIn, spreadsheets, and presentations.

Good interpersonal and relationship-building skills.

Strong attention to detail and organizational skills.

Proactive, confident, and willing to take ownership of assigned tasks.

Technology Exposure


Knowledge or interest in any of the following is an advantage:


Artificial Intelligence & Generative AI

Software Development

SaaS

Business Automation

Web & Mobile Applications

AI Infrastructure

Data & Document Intelligence

Cloud Technologies


Deep technical knowledge is not required. A willingness to learn and understand technology solutions is more important.


Other Requirements

Willing to work in a fast-paced, target-oriented environment.

Comfortable working from the office in HSR Layout, Bengaluru.

Ability to work closely with sales and technical teams.

Strong willingness to learn and grow in Pre-Sales, Business Development, and Technology Consulting.

Good follow-up and task-management discipline.

Read more
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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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