Financial Analyst, Client Advisory

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.

Financial Analyst, Client Experience

New York, New York

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 New York, New York 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).