The 2018 Liquid Strategies Summer Internship Program

The Liquid Strategies internship program seeks to provide talented undergraduate students with invaluable hands on experience in the finance industry. For 2-3 months, the interns chosen will be immersed in the daily operations and activities of a boutique investment firm. Reporting directly to our Director of Wholesaling, the internship program will focus on enhancing real world experience in the areas of marketing, business development, research, and sales.

Through our program, each intern will gain a greater knowledge of…

·         How mutual funds and alternative investment strategies work

·         Target market identification, development of strategic approach and acquisition of that market, and experience in customer relationship management for following up/ retailing clients

·         Creative marketing and communication techniques that are experienced by many boutique money management firms

The intern is expected to complete 15-20 hours per week, depending on the requirements set by the college/university to obtain course credit. Upon successful completion of the program, the intern will receive a letter of recommendation based on his or her performance.  

Primary Activities:

Primary activities will be assigned by Mason McFalls or Mary Hemingway on an as-needed basis. Primary activities will take priority over secondary activities. Some examples of primary activities are listed below.

·         Target Market Identification and Research (identifying potential clients of liquid strategies and finding their contact information)

·         Target Market Acquisition Strategy (helping to attain clients that have been identified)

·         Marketing and Communication Strategy and Development

·         Customer Relationship Management (following up appropriately with prospects)

·         Administrative (check and distribute mail, restock supplies, prepare and mail marketing materials, etc.)

·         Any other activities deemed appropriate by Liquid Strategies

Secondary Activities:

Secondary activities will be assigned by Mary Hemingway and are to be carried out in ‘down’ times. Some examples of secondary activities are listed below.

·         CRM system updates

·         Market Research (understanding liquid alternatives and identifying news articles we can use for marketing)

·         Any other activities deemed appropriate by Liquid Strategies