Senior Analyst, Management Team - SF

Jordan Park Group•San Francisco, CA

5d•$100,000 - $110,000•Onsite

About The Position

This role is a Senior Analyst position on the Client Experience Management Team at Jordan Park. The Senior Analyst will play a pivotal role in supporting leadership while collaborating with a dynamic management team. As a Senior Analyst, you will have the unique opportunity to gain a deep understanding of the private wealth management business. This role offers significant exposure to senior leaders and will get you engaged from an early start in your career with key stakeholders, providing a strong foundation for long term career development for high-performing individuals.

Requirements

Bachelor’s degree
Have between 1- and 2-years work experience
Are comfortable with Microsoft Office, especially skilled in Excel, PowerPoint, Word, and Outlook
Self-starter who takes ownership and can lead/manage tasks independently; confidence to work closely with senior leaders
Highly organized and process oriented
Commitment to excellence and high level of integrity
Have experience serving and working with clients
Can communicate effectively with a broad range of stakeholders
Strong attention to detail
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

Nice To Haves

Business, economics, or finance major
Aptitude for learning new technologies
Previous financial services (private banking or wealth management) experience

Responsibilities

Support the management team in driving business initiatives, operational efficiency, and strategic planning
Provide analytical support to aid decision-making and strategy development
Support management meetings, overseeing agenda setting, follow-ups, and communication tracking
Provide daily briefings with key insights for client and prospective client meetings, ensuring effective follow-through
Record and log meeting notes in Salesforce, maintaining detailed communication records
Draft and monitor emails, ensuring timely follow-ups and task completion
Author thought leadership content on industry trends to present to management. Past examples have included Trends in Multi-Family Office Industry, Economics of Family Offices, and AI curriculum development
Contribute to Business Development efforts through meeting material creation, financial analysis, and client engagement
Log meetings and notes in Salesforce to track interactions with prospective clients
Monitor market activity and industry trends to identify strategic opportunities with potential clients
Design marketing collateral and client qualification processes, utilizing tools like MS Forms and Smartsheet
Track client referrals, reference calls, and projected AUM, generating monthly metrics and reports
Work closely with the management team to facilitate cross-team communication, collaboration, manage special projects, and offer innovative solutions
Conduct research, analyze data, and present actionable insights to refine business strategies
Build relationships with key stakeholders and develop a strong industry network
Identify opportunities for process improvement and optimize business performance through data-driven insights
Develop leadership skills through hands-on involvement with management, gaining in-depth knowledge of private wealth management practices, industry trends, and regulatory requirements