Summer Analyst, Operations - NH

Jordan Park Group • Portsmouth, NH

1d

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. Jordan Park’s Summer Analyst (Operations) Program is a 9-week experience that introduces participants to a variety of operational aspects of financial services. Projects will span from developing audits and financial tools to enhance the client experience, and more. Our Operations team is responsible for ensuring data accuracy, risk reduction, improved controls, and process improvement. Summer Analyst (Operations) responsibilities will include, but are not limited to: Coordinating and engaging with different teams to provide solutions to the Jordan Park client base while enhancing different processes throughout the firm Working with the Operations team to provide streamlined solutions to data and reporting issues Working in our Wealth Management and CRM platforms to gather and organize information across large data sets and research and resolve anomalies Working closely with the Client Reporting, Trust Services, and Advisory teams to ensure system data meets their client reporting needs Working in our Trust Accounting and CRM platforms to gather and organize information, developing solutions for automation of recurring task reminders and account reviews Learning and supporting client transaction activity At the conclusion of the program, Summer Analysts may be offered a full-time position at Jordan Park to start July 2027.

Requirements

• Rising senior pursuing a bachelor’s degree (graduating class of 2027)
• Available for the entire duration of the 9-week program starting June 15, 2026, to August 14, 2026
• Proficient in Microsoft Office, especially Excel, PowerPoint, Word, and Outlook
• Ability to manage time effectively and meet deadlines
• Effective communicator with a broad range of stakeholders
• Strong attention to detail with excellent organizational skills
• Seek to understand how the smallest details fit into the “big picture” of our service to clients
• Discreet and professional 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
• Motivated by helping others and contributing to a mission-driven firm
• Curious and eager to learn
• Resilient, resourceful, and adaptable in the face of challenges

Responsibilities

• Coordinating and engaging with different teams to provide solutions to the Jordan Park client base while enhancing different processes throughout the firm
• Working with the Operations team to provide streamlined solutions to data and reporting issues
• Working in our Wealth Management and CRM platforms to gather and organize information across large data sets and research and resolve anomalies
• Working closely with the Client Reporting, Trust Services, and Advisory teams to ensure system data meets their client reporting needs
• Working in our Trust Accounting and CRM platforms to gather and organize information, developing solutions for automation of recurring task reminders and account reviews
• Learning and supporting client transaction activity

What This Job Offers

• Career Level: Intern
• Number of Employees: 101-250 employees