2025 Market Research - Investment Banking
Portée du projet
Catégories
Analyse des données Communications Étude de marché Opérations Génération de leadsCompétences
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.
Fournir des connaissances spécialisées et approfondies et l'industrie générale des idées pour une compréhension globale.
Partager des connaissances sur des compétences techniques spécifiques, des techniques, méthodologies requises pour le projet.
Implication directe dans les tâches du projet, en offrant des conseils et démonstration de techniques.
Donner accès aux outils, logiciels et ressources nécessaires pour la réalisation du projet.
Enregistrements programmés pour discuter des progrès, relever les défis et fournir des commentaires.
Causes prises en charge
Les défis mondiaux auxquels ce projet s'attaque, en accord avec les objectifs de développement durable (ODD) des Nations unies. En savoir plus sur les 17 ODD ici.
À propos de l'Compagnie
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