Investment & Finance Intern — NYC (Paid)

Simon Quick Advisors

New York (NY)

On-site

USD 25,000 - 36,000

Part time

2 days ago

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Job summary

Simon Quick Advisors is seeking a Summer 2027 Internship Program participant in New York, NY, with in-person work required. The position pays $22 per hour and focuses on client service and investment research across multiple facets of the business.

Interns will gain exposure to portfolio analytics, client meetings, and market discussions while supporting a professional service team. Ideal for a rising senior pursuing finance or business studies and seeking hands-on experience in wealth

Qualifications

Rising senior graduating December 2027 or May 2028.
Proficient with Microsoft Office, particularly Excel, Outlook, PowerPoint, and Word.
Highly self-motivated—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.

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.