Financial Analyst, Client Advisory

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