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Wealth Management Professional

2 months ago

San Francisco, California, United States Jordan Park Group Full time
About the Role

We are seeking a highly motivated and detail-oriented Financial Services Analyst to join our team at Jordan Park Group. As a Summer Analyst, you will have the opportunity to work on a variety of projects across our business, including client service, investment management, impact investing, and operations.

Key Responsibilities
  • Conduct macroeconomic research and analysis to inform investment decisions and client recommendations
  • Collaborate with cross-functional teams to develop and implement solutions to drive business growth and improve client experiences
  • Work closely with Financial Analysts to participate in day-to-day activities, such as generating client reports and managing client portfolios
  • Review and prepare client-facing materials and administrative documentation
  • Develop financial tools and models to support business operations and client needs
  • Work with CRM and other systems to gather and analyze data to inform business decisions
  • Complete a case study that simulates a real-world client scenario
About You
  • You are a rising senior pursuing a college or university degree
  • You are available for the entire duration of the 9-week program
  • You have strong skills in Microsoft Office, particularly Excel, PowerPoint, Word, and Outlook
  • You are able to meet deadlines and communicate effectively with a broad range of stakeholders
  • You have strong attention to detail and are organized
  • You are able to think critically and creatively to solve complex problems
  • You are discreet and able to handle sensitive and confidential information
  • You are a team player and able to work independently
  • You are genuinely interested in helping others and are hungry to learn
  • You are resilient and able to handle pressure
Our Business

Our firm is organized across four key business areas: Client Experience, Investment Advisory, Business Infrastructure, and The Jordan Park Trust Company. As a Summer Analyst, you will have the opportunity to work across multiple areas of our business, including client service, investment management, impact investing, and operations.

Compensation and Benefits

The expected base salary for this role is commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.