Financial Analyst, Client Advisory

Overview

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.

Program Overview

Jordan Park’s Financial Analyst Program is a two-year experience that provides exposure to all facets of the wealth management business. High-performing analysts will be eligible for a third-year extension as a Senior Analyst and may have the potential opportunity to continue their career as a member of one of the firm’s functional areas (e.g., Client Advisory, Investment Team, etc.).

What You’ll Do

As a Financial Analyst, you’ll play a critical role in supporting our clients and driving firm initiatives. Responsibilities include :

• Generating client investment reports and curating client balance sheets
• Financial planning and forward modeling of client balance sheets
• Engaging in macroeconomic research including but not limited to asset allocation, trade recommendations, pro forma analysis and / or wealth projections
• Performing investment due diligence on various third-party managers or deals for inclusion in client portfolios
• Participating in day-to-day operational management of the portfolio
• Tracking capital account balances and transactions using third party data aggregation systems
• Working with custodian client service and partner advisory (tax, legal, etc.) teams to complete client requests
• Reviewing and preparing administrative documentation
• Creating and maintaining client files in firm CRM and other systems

About You

Considered but not required :

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits, and other perks. We apply a total reward philosophy when determining compensation terms. The expected base salary for this role in San Francisco, California will be $100,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

Additional Information

Jordan Park is an equal opportunity employer and complies with the San Francisco Fair Chance Ordinance. 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.

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice. Jordan Park is an SEC-registered investment adviser (RIA).

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