Associate, Client Reporting NH

Associate, Client Reporting NH

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.

Our mission is to enhance lives and legacies.

About the Role

• Provide daily support to internal teams answering inquiries about account activity
• Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrections.
• Consolidate data from multiple sources and custodians
• Work closely with internal teams and third party vendors to develop and support reconciliations ensuring data accuracy
• Prioritize and context-switch effectively to complete simultaneous projects and audits, seeing each through to the finish line
• Proactively communicate project health and status to internal and external senior leadership
• Support the operational aspects of external account attribution / tagging in our portfolio accounting system (Addepar) and assist with periodic data audits and checks across all funds and accounts
• Provide support and oversight for our relevant third party vendors

About You

Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.

For information about our privacy practices, please see our Privacy Notice.

Jordan Park is an SEC-registered investment adviser (RIA).