Finance Internship: Client Service & Research (Paid)

Simon Quick Advisors, LLC; Morristown (NJ); On-site; USD 25,000 - 36,000; Full time

Job summary

Simon Quick Advisors, LLC in Morristown, NJ invites students for its Summer 2027 Internship Program. Interns gain exposure to client service and investment research, supporting portfolio analytics, client meetings, and manager profiles in a busy wealth advisory environment.

This in-person internship emphasizes teamwork, professional demeanor, and independence, with daily admin duties and participation in investment discussions and research.

Qualifications

• Rising senior enrolled in college, graduating Dec 2027 or May 2028.
• Interest in business, finance, investing and financial planning is helpful.
• Strong MS Office proficiency and ability to work independently or on a team.

Responsibilities

• Daily administrative support including scanning documents, filing statements, answering phones or other general office 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

Self-motivated

Organizational skills

Time management

Written/oral communication

Education

Rising Senior graduating December 2027 or May 2028

Tools

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Microsoft Word

Job description

Simon Quick Advisors, LLC in Morristown, NJ invites students for its Summer 2027 Internship Program. Interns gain exposure to client service and investment research, supporting portfolio analytics, client meetings, and manager profiles in a busy wealth advisory environment.

This in-person internship emphasizes teamwork, professional demeanor, and independence, with daily admin duties and participation in investment discussions and research.