Financial Planning Intern

5 days ago

New York, New York, United States Simon Quick Advisors Full time
About Simon Quick Advisors

Simon Quick Advisors is an independent, employee-owned Registered Investment Advisor (RIA) that offers comprehensive financial planning solutions for affluent individuals, business owners, and executives.

We provide sophisticated strategies tailored to individual needs, preferences, risk tolerances, objectives, and tax considerations. Our purpose is to empower our clients and team members to pursue their passions, while providing a trusted partner for financial guidance.

Program Overview

As a member of our team, you will have exposure to all aspects of the business, with a focus on client service and investment research. You will provide support where needed and be trained as a generalist, rather than being hired for a specific role.

We seek individuals with an interest in business, particularly finance, who wish to pursue a career in investing and/or financial planning. This is a paid internship opportunity.

Key Responsibilities
  • Provide daily administrative support, including document scanning, filing, and general office tasks.
  • Collaborate with our client service team to prepare portfolio analytics and presentation materials for client and prospect meetings.
  • Attend client calls to discuss market outlook, portfolio performance, and financial planning.
  • Create manager profiles in our proprietary database and liaise with investor relations departments as needed.
  • Take detailed notes on manager calls and attend investment research team meetings.
  • Conduct research on macro events affecting the investment community.
Essential Attributes
  • Foster a positive and collaborative work environment.
  • Display a team-oriented and professional demeanor at all times.
  • Ability to work under multiple managers in a dynamic environment.
  • Ability to work at a high level of independence.
Requirements
  • Proficient in Microsoft Office, particularly Excel, Outlook, PowerPoint, and Word.
  • Highly self-motivated individual who can work independently and as part of a team.
  • Strong organizational, time management, and written/oral communication skills.
  • Strong attention to detail.
  • Knowledge of investing and financial markets is beneficial but not required.
  • Junior or Senior pursuing an undergraduate degree is preferred.
Equal Opportunity Employer

Simon Quick Advisors is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on protected characteristics, including but not limited to, race, color, sex, age, national origin, religion, sexual orientation, gender identity, or disability status.

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