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About the Role
Interns will gain exposure to all aspects of the wealth management and investment consulting business, with a focus on client service and investment research. This program trains interns as generalists, providing support where needed, and is ideal for those interested in business, finance, investing, and financial planning.
Responsibilities
- Provide daily administrative support, including scanning documents, filing statements, and answering phones.
- Assist the client service team in preparing portfolio analytics and presentation materials for client and prospect meetings.
- Attend client calls covering market outlook, portfolio performance, and financial planning.
- Create manager profiles in the proprietary database and liaise with investor relations departments.
- Take detailed notes during manager calls and attend investment research team meetings.
- Conduct research on macro events impacting the investment community.
Requirements
- Must be a rising senior graduating in December 2027 or May 2028.
- Proficient in Microsoft Office Suite, especially Excel, Outlook, PowerPoint, and Word.
- Highly self-motivated with the ability to work independently and as part of a team.
- Possess strong organizational, time management, and written/oral communication skills.
- Demonstrate strong attention to detail.
- Knowledge of investing and financial markets is helpful but not required.
- Foster a positive atmosphere within the office and with clients.
- Display a team-oriented, collaborative spirit.
- Exhibit professional behavior, appearance, and etiquette at all times.
- Ability to work under multiple managers in a dynamic environment.
- Ability to work at a high level of independence.
Skills
- Microsoft Office Suite
- Excel
- Outlook
- PowerPoint
- Word
- Organizational skills
- Time management skills
- Written communication skills
- Oral communication skills
- Attention to detail
- Investing knowledge
- Financial markets knowledge
Location
- New York, NY
Work Type
- In Person
- Internship Program
Experience Level
- Intern
Education Level
- Rising Senior graduating December 2027 or May 2028
Salary/Compensations
- $22 per hour
About the Company
- Simon Quick Advisors is a wealth management and investment consulting firm advising high net worth individuals and families.
- The firm is an independent registered investment advisor (RIA) offering customized integrated financial planning and investment solutions.
- Simon Quick Advisors has offices in Morristown, NJ, New York, NY, Los Angeles, CA, Chattanooga, TN, Dallas, TX, and Denver, CO.
- The company culture is founded on core values including integrity & honesty, mutual trust & respect, ownership & accountability, and humility.
- They provide opportunity, nurture talent, develop employees, and reward achievement.
- The firm promotes functional excellence, teamwork, a passion for learning, and values employee input.
Equal Opportunity
- Simon Quick Advisors, LLC is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.