Sales and Market Research
Project scope
Categories
Communications Market research Financial services Leadership Sales strategySkills
target market due diligence strategic marketing financial analysis door hinges marketing broker dealers machine learning algorithms accredited investing business developmentABOUT COMPANY
GLOBAL INVESTMENT BANKING ADVISORY SPECIALISTS
Our mission is to help our clients succeed in all of their endeavours. At Szymon Zephan Capital, every client is important. Our reputation hinges on the fact that we treat even our smallest clients with the same respect and due diligence that we treat our largest clients with.
PROJECT SCOPE
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
- Sales/Market research
- Understanding target market and user demographic to develop leads
- Assess who we should continue to / start targeting in both the US and Canada
- Research - Write Industry Reports. Conduct Machine Learning algorithm building, etc
- Business Development - Call new clients re services
- Social Media - Develop posters, videos (2D animated), engage with followers
- Explore Broker Dealers who would work with Canadian Investment Banking brokerages
- 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 (largely North America/UK)
KEY PROJECT ACTIVITIES
- Market Research/Business Development Call Program/Financial Analyst
FINAL PROJECT DELIVERABLES
- Written Reports - to be determined by the supervisors of different groups
- At least two contacts resulting in a deal
- At least 2 new Brokers dealer 2040 arrangements
- Retail investor list (at least 5000 Industry agnostic or segmented by industry)
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