Paid Finance Internship: Client Services & Research

Simon Quick Advisors; Morristown (NJ); On-site; USD 26,000 - 34,000; Full time

Job summary

Simon Quick Advisors in Morristown, NJ is offering a Summer 2027 Internship Program designed to expose you to client service and investment research. This in-person internship provides practical experience across the business, with training as a generalist rather than a single role.

Interns will support daily administrative tasks, assist with portfolio analytics and materials for meetings, participate in client calls about market outlooks, and help generate research on macro events affecting the

Qualifications

• Rising senior graduating December 2027 or May 2028.
• 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.

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

Organization & time management

Communication skills

Attention to detail

Independent work

Investing knowledge helpful

Education

Rising Senior (class of 2027/2028)

Tools

Microsoft Office

Job description

Simon Quick Advisors in Morristown, NJ is offering a Summer 2027 Internship Program designed to expose you to client service and investment research. This in-person internship provides practical experience across the business, with training as a generalist rather than a single role.

Interns will support daily administrative tasks, assist with portfolio analytics and materials for meetings, participate in client calls about market outlooks, and help generate research on macro events affecting the