Investment Relations & Client Engagement Intern

Job Title: Investment Relations  Intern 

Location: Santa Monica Ca (on-site)

Company: Helios Worldwide

About Us:
 

At Helios, we embrace the power of innovation and forward-thinking, understanding that ideas can transcend borders and create a ripple effect globally. We pride ourselves on our ability to turn pragmatic concepts into proven realities, making excellence in execution our standard. In a world where change is the only constant, we thrive on the edge, transforming ambition into tangible success.

Our company was founded on a vision of illuminating new possibilities for our clients. From the very beginning, we've been dedicated to guiding businesses to new heights, evolving from a spark of inspiration into a guiding light in the industry. We see growth as an ongoing journey, continually pushing the limits, embracing new challenges, and learning from every experience. 

Join us as we redefine what's possible and shape the future together.

About the Role

We’re looking for a highly motivated and analytically curious Investment Relations Intern to support our investment relations, business development, and growth initiatives. 

This role is ideal for someone interested in investments, business strategy, client relationships, and how companies scale. You’ll gain hands-on exposure to researching potential opportunities, evaluating businesses, supporting portfolio operations, and preparing materials that help inform strategic decisions.

You’ll work closely with cross-functional teams and gain visibility into how a modern agency evaluates growth opportunities, develops partnerships, and manages strategic relationships.
 

Qualifications

• 0–1 year of experience (internships, coursework, or projects in finance, economics, business, marketing, or a related field)
• Strong interest in investments, business strategy, growth, and how companies scale.
• Analytical mindset with strong attention to detail and comfort working with numbers, data, and spreadsheets.
• Self-starter who can take initiative and work independently with guidance
• Resourceful and curious, with the ability to navigate ambiguity and solve problems.
• Strong written and verbal communication skills
• Ability to manage multiple tasks in a fast-paced environment
• Interest in emerging trends across media, technology, and AI
• Proficiency in Google Sheets / Excel and presentation tools (Slides/PowerPoint)

Responsibilities

• Investment & Market Research: Research potential investment opportunities, companies, partnerships, and emerging trends across marketing, media, technology, and AI.
• Pipeline & Relationship Management: Support the tracking and organization of potential investment, partnership, and business development opportunities.
• Client & Account Support: Assist with client engagement, account-related initiatives, follow-ups, and preparation of materials for meetings and presentations.
• Portfolio Operations: Support ongoing portfolio and business operations by organizing information, tracking initiatives, and helping coordinate follow-ups across stakeholders.
• Financial & Performance Analysis: Assist with analyzing company performance, financial information, operational metrics, and other data to help assess growth opportunities.
• Financial Modeling: Support basic financial models, forecasts, and analyses when needed.
• Due Diligence Support: Help collect, organize, and summarize information used to evaluate potential investments, acquisitions, partnerships, and strategic opportunities.
• Competitive & Industry Analysis: Research competitors, market dynamics, and industry developments to identify trends and opportunities.
• Reporting & Presentations: Help prepare presentations, reports, and summaries that communicate key findings and recommendations to internal stakeholders.
• Trend Monitoring: Stay up to date on developments across advertising, media, technology, AI, and investment markets and share relevant insights with the team.
• Operational Support: Assist with documentation, timelines, meeting preparation, and coordination across ongoing strategic projects.
   

What You’ll Gain

• Exposure to how an agency evaluates and executes on growth and investment opportunities
• Hands-on experience with market research, financial analysis, and strategic decision-making
• Insight into scaling a modern advertising business
• Mentorship from cross-functional leaders across strategy, finance, and operations