About the role#
Simon Quick Advisors offers a Summer 2027 internship for students interested in wealth management and investment consulting. You will work as a generalist, gaining exposure to various parts of the business with a primary focus on client service and investment research. This is a paid, full-time, on-site position based in New York City.
What you'll do#
- Provide daily administrative support, such as scanning documents, filing statements, and answering phones.
- Work with the client service team to prepare portfolio analytics and presentation materials for meetings.
- Participate in client calls regarding market outlook, financial planning, and portfolio performance.
- Create manager profiles in our proprietary database and communicate with investor relations departments.
- Attend investment research team meetings and take notes on manager calls.
- Research 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, communication, and time management skills.
- High attention to detail and the ability to work both independently and as part of a team.
- While knowledge of financial markets is helpful, it is not required.
Location & details#
- This internship is located in New York City, New York.
- The position is on-site and requires full-time commitment during the summer of 2027.
- Simon Quick Advisors does not provide visa sponsorship for this role.
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.
