Financial Analyst, Client Advisory at Jordan Park Group

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Aug, 26

Salary

100000.0

Posted On

21 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Investment Reporting, Macroeconomic Research, Due Diligence, Portfolio Management, Excel, PowerPoint, CRM, Client Relationship Management, Asset Allocation, Pro Forma Analysis, Wealth Projections

Industry

Financial Services

Description

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 Advisory (For Immediate Start) San Francisco, California 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).

Responsibilities

The role involves generating client investment reports, performing financial planning, and conducting macroeconomic research. Additionally, the analyst will handle operational portfolio management and maintain client documentation within the firm's CRM.