Spring Intern

Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives.  We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations.  

Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom.  

Interns have exposure to all aspects of the business, with a focus on client service and investment research.  Interns provide support where it is most needed and are trained as generalists rather than hired for a specific role.  Simon Quick Advisors primarily seeks interns who have an interest in business, particularly finance, and wish to have a career focused in investing and/or financial planning. This is a paid internship.

• →Daily administrative support including scanning documents, filing statements, 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 that cover topics including market outlook, portfolio performance, and financial planning
• →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.

• 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.

• 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. 
• Junior or Senior pursuing undergraduate degree preferred.