About the role#
Simon Quick Advisors is hiring a Spring Intern for our New York office. This is a full-time, paid internship running from January through May 2027. You will work as a generalist, gaining exposure to client service and investment research. We look for students who have an interest in finance and want to pursue a career in investment management or financial planning.
What you'll do#
- Provide daily administrative support, such as scanning documents, filing statements, and answering phones.
- Assist the client service team with portfolio analytics and presentation materials for meetings.
- Join client calls regarding market outlooks, financial planning, and portfolio performance.
- Build manager profiles in our database and communicate with investor relations departments.
- Attend investment research team meetings and document manager calls.
- Research macro events that impact the investment community.
What you'll need#
- You are preferably a Junior or Senior pursuing an undergraduate degree in Finance, Business Administration, or Economics.
- You are proficient with Microsoft Office tools, specifically Excel, Outlook, PowerPoint, and Word.
- You work well independently and on a team.
- You have strong organizational, time management, and communication skills.
- You possess a high level of attention to detail.
- Some knowledge of financial markets is helpful.
Location & details#
- Location: New York, NY
- Modality: On-site
- Term: Winter 2027
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
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