Investment Internship Opportunity
2 days ago
Simon Quick Advisors, a wealth management and investment consulting firm, offers an internship opportunity for students interested in finance and investing.
About the FirmWe are a leading independent registered investment advisor (RIA) providing customized integrated financial planning and investment solutions to high net worth individuals and families.
Duties & Responsibilities- Provide daily administrative support including scanning documents, filing statements, and answering phones or other general office-related tasks.
- Work with our client service team to prepare portfolio analytics and presentation materials for client and prospect meetings.
- Attend client calls covering market outlook, portfolio performance, and financial planning.
- Create manager profiles in proprietary databases and liaise with investor relations departments if necessary.
- Take detailed notes on manager calls and attend investment research team meetings.
- Generate research surrounding macro events affecting the investment community.
- Rising senior graduating in December 2025 or May 2026.
- Proficient with Microsoft Office, particularly Excel, Outlook, PowerPoint, and Word.
- Highly self-motivated individual who can work independently as well as on a team.
- Strong organizational, time management, and written/oral communication skills.
- Strong attention to detail.
- Knowledge of investing and financial markets is helpful but not required.
The estimated annual salary for this position is $60,000 - $80,000 depending on experience and qualifications.
BenefitsWe offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.
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