Summer Intern

Simon Quick Advisors • New York, NY

1d • Onsite

About The Position

Simon Quick Advisors is offering an in-person Summer 2027 internship in New York, NY. Interns gain exposure to the firm’s wealth management and investment consulting business, with an emphasis on client service and investment research. They provide support where needed and are trained as generalists rather than hired for a specific role. The program is intended for students interested in business, particularly finance, who are considering a career in investing and/or financial planning. The internship pays $22 per hour.

Requirements

• Be a rising senior graduating in December 2027 or May 2028.
• Be proficient with Microsoft Office, particularly Excel, Outlook, PowerPoint, and Word.
• Be highly self-motivated and able to work independently as well as on a team.
• Have strong organizational, time-management, written communication, and oral communication skills.
• Have strong attention to detail.
• Foster a positive atmosphere within the office and with clients.
• Display a team-oriented, collaborative spirit.
• Maintain professional behavior, appearance, and etiquette.
• Be able to work under multiple managers in a dynamic environment and at a high level of independence.

Nice To Haves

• Knowledge of investing and financial markets is helpful but not required.
• Interest in business, particularly finance, and a career focused on investing and/or financial planning.

Responsibilities

• Provide daily administrative support, including scanning documents, filing statements, answering phones, and other general office tasks.
• Work with the client service team to prepare portfolio analytics and presentation materials for client and prospect meetings.
• Attend client calls covering subjects such as market outlook, portfolio performance, and financial planning.
• Create manager profiles in the proprietary database and liaise with investor relations departments when necessary.
• Take detailed notes on manager calls and attend investment research team meetings.
• Generate research on macro events affecting the investment community.

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed