Summer Analyst - SF

Jordan Park provides comprehensive investment and financial advice to a targeted community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. We are empathetic problem solvers with depth and diversity of experience. We embrace complexity, shoulder problems, and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.

2025 Summer AnalystSan Francisco, California

Jordan Park's Summer Analyst Program is a 9-week experience that introduces participants to all facets of wealth management and financial services. Projects may span from researching various industries, developing financial tools, enhancing the client experience, and more. We have offices located in San Francisco, California, New York, New York, and Portsmouth, New Hampshire.

Your Role

Summer Analyst responsibilities include, but are not limited to:

• Engaging in macroeconomic research including but not limited to asset allocation, trade recommendations, pro forma analysis and/or wealth projections
• Coordinating and engaging with different teams to provide solutions to the Jordan Park client base while enhancing different processes throughout the firm
• Working closely with Financial Analysts to participate in and be exposed to day-to-day activities such as generating client reports and operational management of client portfolios
• Reviewing and preparing client-facing materials and administrative documentation
• Creating financial tools that will be used by Jordan Park employees at its completion
• Working in CRM and other systems to gather and organize data
• Completing a case study that resembles a client situation

About You

• Are currently pursuing a college or university degree and are a rising senior
• Are available for the entire duration of the 9-week program starting June 9, 2025 to August 8, 2025
• Are comfortable with Microsoft Office, especially skilled in Excel, PowerPoint, Word, and Outlook
• Able to meet deadlines
• Can communicate effectively with a broad range of stakeholders
• Strong attention to the details; accurate and organized
• Seek to understand how the smallest details fit into the "big picture" of our service to clients
• Are discreet in handling sensitive and confidential information
• Love taking on challenges and finding creative solutions; continue searching until you find the right answer
• Work well independently and as part of a team
• Genuinely like helping people
• Are hungry to learn
• Are resilient and don't get flustered easily

Additional Details

Functionally, the Firm is organized across 4 key business areas. These include: 1) Client Experience, responsible for strategic advice and engagement management as well as day-to-day client interaction and operations, 2) Investment Advisory, responsible for managing and monitoring client investment assets, 3) Business Infrastructure, responsible for managing and operating the Firm's business activities and 4) The Jordan Park Trust Company, responsible for developing and implementing robust trust solutions.

The Analyst Program offers an exceptional opportunity to contribute across many parts of our business such as: client service, investment management, impact investing, and operations, among others. Analysts will work as various members across the firm to complete tasks and drive critical business initiatives forward.

At the conclusion of the program, Summer Analysts may be offered a position in Jordan Park's two-year Analyst Program upon graduation. Top-performing analysts will be eligible for a 3rd year extension and the possibility of continuing their careers at the firm upon completion of the program.
Compensation & Benefits

The expected base salary for this role in San Francisco, California will range from $75,000 - $85,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.

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, including disclosures for California residents, please see our Privacy Notice

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

Location: Hayes Valley, CA, US

Posted Date: 10/1/2024