CORPORATE FINANCE & ASSET MGMT INTERN

🌟 Kickstart Your Career with Upsilon Family's Internship Programme — Corporate Finance & Asset Management! 🌟

Upsilon Family is a global Multi-Single-Family Office (MSFO) delivering integrated Family Office, Business Advisory, and Asset Management solutions to an international client base, operating across Asia, EMEA, and The Americas.

PROGRAMME DESCRIPTION & STRUCTURE:

This is the front door into Upsilon Family — the only route through which early-career talent joins the firm, and where every career on our standard progression ladder begins. Participants contribute meaningfully to institutional work under close professional supervision, structured into two components:

1. Learn — Exposure to the industry and to Upsilon Family itself: who we are, our institutional philosophy, and the methodology underpinning our Family Office, Business Advisory, and Asset Management work.
2. Practice — Hands-on contribution to live mandates, including research, due diligence, transaction evaluation, market mapping, sector analysis, pitch and presentation materials, and outreach or origination-related activity as assigned. Ownership of assigned tasks and deliverables is expected throughout, including escalating issues proactively rather than waiting to be asked.

Development spans Technical and Non-Technical knowledge — including communication, collaboration, and other soft skills. Participation is selective — the firm admits a limited number of candidates per cohort to preserve the quality of supervision and mentorship the Programme demands.

IDEAL CANDIDATE:

Upsilon Family's institutional strength comes from the quality, discipline, and alignment of its people — talent is not a resource to be consumed, but a capability the firm develops, compounds, and retains over time. What we look for is UF talent, full stop: the same standard applied to every individual across the firm, regardless of tier, role, or engagement classification. Intern status does not mean a lower bar or a protected period of reduced expectation — the standard applies in full from the first day.

We hold ourselves to two principles here: Attitude Over Capability, and Knowledge Over Skill. Capability and skill can be built — through structured mentorship, real exposure, and hands-on practice — but only where the right attitude and genuine understanding are already in place. In practice, this means a contribution mindset over a presence mindset: taking ownership of assigned work, escalating problems rather than sitting on them, and pursuing genuine understanding over surface-level output — not effort, hours logged, or tenure. Continuation within the Programme is judged strictly on this basis.

KEY REQUIREMENTS:

ACADEMIC: Undergraduate students only, currently enrolled and on track for a 2:1 or equivalent.

EXPERIENCE: Candidates must have completed at least one prior internship or structured professional experience — in finance, investment, advisory, or any other professional setting — demonstrating reliability, accountability, and the ability to operate professionally in a structured environment. Activities undertaken solely through university-affiliated societies or student-run organisations do not satisfy this requirement.

SKILLS (IT): Proficiency in Google Workspace, Slack, and Zoom

SKILLS (OTHER): Familiarity with AI-enabled tools and large language models (LLMs) applied to structured research and professional workflows. Candidates should demonstrate understanding of prompt formulation, iterative refinement of AI outputs, quality control, responsible use of AI technologies, awareness of model limitations, data accuracy considerations, and the importance of confidentiality and professional judgment.

LANGUAGES (VERBAL & WRITTEN): Fluent in English; additional languages are advantageous

KEY DETAILS:

POSITION: Structured as a part-time developmental engagement of approximately 10 hours per week over a period of approximately 12 months, with continuation possible based on performance

MEETINGS: Twice per week (30 minutes per session), scheduled for [TO BE DECIDED] UK time.

WORK SETTING: Remote-based.

COMPENSATION & CAREER OPPORTUNITY: This is an unpaid developmental programme. This is a fixed, non-negotiable term of the Programme — candidates unable to accept an unpaid engagement should not apply. The return for those who commit and perform is longer-term. Participants who demonstrate the right attitude, sustained commitment, and strong performance may be considered for future opportunities within the firm, subject to organisational needs and formal recruitment processes at the relevant time. Performance is the candidate's to earn — the rest is ours to make possible.

*Please be informed that only candidates who successfully pass the preliminary screening stage will be shortlisted for interview. Applicants will be notified of the outcome of the preliminary screening within THREE (3) Working Days from the date of application submission. Where applicable, shortlisted candidates will be scheduled for interview within THREE (3) Working Days from the date of such notification.