Financial Analyst, Client Advisory

Jordan Park Group • San Francisco, CA

97d • $100,000

About The Position

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. The 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.).

Requirements

• 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 skills
• 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

Nice To Haves

• Business, economics, or finance major
• Aptitude for learning new technologies
• Previous financial services experience

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree