Business Advisory Intern - #1160804

Key Responsibilities

Business Development & Relationship Support

• Conduct research to identify potential business opportunities, strategic partnerships, and prospective clients.

• Assist with lead generation, prospecting activities, and outreach initiatives.

• Coordinate with mortgage bankers, legal professionals, and external stakeholders regarding ongoing engagements and follow-up matters.

• Support the development of business relationships through effective communication and stakeholder management.

Documentation & Administrative Support

• Assist in preparing proposals, engagement agreements, presentations, and business-related documentation.

• Support the drafting and review of documents under supervision and guidance.

• Maintain accurate records of client engagements, leads, correspondence, and project updates.

• Ensure proper organization and management of business documentation and records.

Client Engagement & Market Research

• Observe and support client meetings, business discussions, and negotiation processes.

• Conduct market research, industry analysis, and competitor assessments to support business initiatives.

• Gather and compile relevant information to assist with strategic planning and decision-making.

• Provide administrative and operational support for ongoing projects and business activities.

Learning & Professional Exposure

Throughout the internship, participants will gain exposure to:

• Practical insights into business development, client engagement, and negotiation processes.

• Fundamental concepts of commercial agreements, contract structures, and business documentation.

• The operational framework behind wills, mortgage advisory, and professional consulting engagements.

• Professional communication and collaboration with banks, law firms, financial institutions, and clients.

• Selected opportunities to observe and participate in higher-level consulting and advisory projects.

Requirements

No prior experience is required, as comprehensive training and mentorship will be provided. However, ideal candidates should possess the following qualities:

• Strong interest in business consulting, professional services, advisory, or business development.

• Excellent communication and interpersonal skills with strong attention to detail.

• Responsible, trustworthy, and capable of handling confidential information with discretion.

• Comfortable conducting research, managing documentation, and coordinating with multiple stakeholders.

• Proficiency in Microsoft Office and/or Google Workspace applications.

• Proactive attitude, willingness to learn, and ability to work independently as well as within a team environment.