Financial Analyst, Client Advisory
Role 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 will 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
Key Skills for This Role
Full Job Posting
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 will 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
Hold a bachelor’s degree or will hold one upon your hiring date
Have between 0- and 3-years’ work experience
Have strong Excel, PowerPoint, Word, and Outlook
Have experience serving and working with clients
Can communicate effectively with a broad range of stakeholders
Are detail-oriented with a strong sense of accuracy and accountability 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, resourceful, and adaptable in the face of challenges
Considered but not required
Business, economics, or finance major
Aptitude for learning new technologies
Previous financial services experience
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.
- Our benefits package includes:
- Medical, dental & vision insurance – 100% of premium covered for employees
- 401k participation with employer contribution
- Generous paid time off
- Commuter benefits program (pre-paid tax dollars towards your commute)
- Fitness Reimbursement
- Annual Professional Development and Mindfulness Stipend
- 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).
About Jordan Park Group
Privately held investment advisory firm serving high-net-worth individuals, families, and institutions with wealth and family-office services.
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