About the role#
Simon Quick Advisors is seeking a Summer 2027 Intern for our office in Morristown, New Jersey. This is a full-time, paid, on-site internship designed for students interested in wealth management and investment consulting. You will work as a generalist, gaining exposure to both client service and investment research functions.
What you'll do#
- Provide daily administrative support such as scanning documents, filing statements, and answering phones.
- Collaborate with the client service team to prepare portfolio analytics and presentation materials for meetings.
- Join client calls regarding market outlook, portfolio performance, and financial planning.
- Attend investment research team meetings and take detailed notes on manager calls.
- Create manager profiles in our proprietary database and communicate with investor relations departments as needed.
- Conduct research on macro events that impact the investment community.
What you'll need#
- You must be a rising senior graduating in December 2027 or May 2028.
- Proficiency in Microsoft Office, specifically Excel, Outlook, PowerPoint, and Word.
- Strong organizational, time management, and communication skills.
- High attention to detail and a self-motivated approach to your work.
- While helpful, prior knowledge of investing and financial markets is not required.
- Ability to work both independently and as part of a team.
Location & details#
- This role is located in Morristown, New Jersey.
- The position is on-site and full-time for the Summer 2027 term.
- This is a paid internship.
About Simon Quick Advisors, LLC
Simon Quick Advisors is an investment management firm founded in 2004. Based in Morristown, New Jersey, the company provides wealth management, financial planning, and endowment consulting services. It employs approximately 110 people across five office locations. The firm focuses on developing personalized financial strategies for clients.
How to get in at Simon Quick Advisors, LLC
Applying early gives you a distinct advantage at Simon Quick Advisors, as recruiters often review candidates before the applicant pool becomes unmanageable. Intern Insider sends an instant alert the moment a role matching your target is published, helping you secure a spot at the front of the line. You will find that being among the first to submit your materials helps your application stand out from the growing pile. Reaching out to the right person is often more effective than submitting your resume into a general queue. Intern Insider surfaces the recruiters behind the firm's roles so you can contact them directly to ask about the position or a potential referral. This proactive approach often improves your response rates compared to standard application methods.
