Simon Quick Advisors is looking for interns to support various aspects of their wealth management and investment consulting business, with a focus on client service and investment research, to help nurture talent and develop future professionals.
Requirements
- Proficient with Microsoft Office, particularly Excel, Outlook, PowerPoint, and Word.
Responsibilities
- Work with our client service team to prepare portfolio analytics and presentation materials for client and prospect meetings.
- Create manager profiles in proprietary database 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.
Other
- Daily administrative support including scanning documents, filing statements, answering phones or other general office-related tasks.
- Attend client calls that cover topics including market outlook, portfolio performance, and financial planning
- Foster a positive atmosphere within the office and with clients.
- Display team-oriented, collaborative spirit.
- Present professional behavior, appearance, and etiquette at all times.
- Ability to work under multiple managers in a dynamic environment.
- Ability to work at a high level of independence.
- Rising Senior graduating December 2026 or May 2027
- 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.
