Finance Intern: Client Service & Research (Paid, Jan–May)

Simon Quick Advisors; Morristown (NJ); On-site; USD 25,000 - 30,000; Part time

Job summary

Simon Quick Advisors, LLC is seeking a Spring Intern in Morristown, NJ to support client service and investment research. This in-person, paid internship runs from January through May and offers exposure to portfolio analytics, meetings, and proprietary data.

You will assist multiple managers, gain foundational experience in financial planning and investment research, and develop professional skills in a collaborative, team-based environment.

Qualifications

• Exposure to all aspects of the business with a focus on client service and investment research.
• Paid internship open to undergrad students interested in finance and investing/financial planning.
• Team-oriented environment; ability to work with multiple managers in a dynamic setting.

Responsibilities

• 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.

Skills

Organizational skills

Time management

Communication skills

Attention to detail

Investing knowledge

Education

Pursuing undergraduate degree

Tools

Microsoft Office

Job description

Simon Quick Advisors, LLC is seeking a Spring Intern in Morristown, NJ to support client service and investment research. This in-person, paid internship runs from January through May and offers exposure to portfolio analytics, meetings, and proprietary data.

You will assist multiple managers, gain foundational experience in financial planning and investment research, and develop professional skills in a collaborative, team-based environment.