Investment Internship Opportunity

2 days ago


New York, New York, United States Simon Quick Advisors Full time
Job Overview

Simon Quick Advisors, a wealth management and investment consulting firm, offers an internship opportunity for students interested in finance and investing.

About the Firm

We 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.
Qualifications
  • 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.
Compensation

The estimated annual salary for this position is $60,000 - $80,000 depending on experience and qualifications.

Benefits

We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.



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