Financial Analyst, Client Advisory

Join to apply for the Financial Analyst, Client Advisory role at Jordan Park GroupJordan 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)Program OverviewJordan 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 DoAs 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 sheetsFinancial planning and forward modeling of client balance sheetsEngaging in macroeconomic research including but not limited to asset allocation, trade recommendations, pro forma analysis and/or wealth projectionsPerforming investment due diligence on various third-party managers or deals for inclusion in client portfoliosParticipating in day-to-day operational management of the portfolioTracking capital account balances and transactions using third party data aggregation systemsWorking with custodian client service and partner advisory (tax, legal, etc.) teams to complete client requestsReviewing and preparing administrative documentationCreating and maintaining client files in firm CRM and other systemsAbout YouHave between 0- and 3-years’ work experienceHave strong Excel, PowerPoint, Word, and OutlookHave experience serving and working with clientsCan communicate effectively with a broad range of stakeholdersAre 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 clientsAre discreet in handling sensitive and confidential informationLove taking on challenges and finding creative solutions; continue searching until you find the right answerWork well independently and as part of a teamGenuinely like helping peopleAre hungry to learnAre resilient, resourceful, and adaptable in the face of challengesConsidered but not required:Business, economics, or finance majorAptitude for learning new technologiesPrevious financial services experienceCompensation & BenefitsCompensation 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 employees401k participation with employer contributionGenerous paid time offCommuter benefits program (pre-paid tax dollars towards your commute)Fitness ReimbursementAnnual Professional Development and Mindfulness StipendWe 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. #J-18808-Ljbffr