Jordan Park Group
Senior Analyst, Management Team - SF
Jordan Park Group, San Francisco, California, United States, 94199
Jordan Park provides comprehensive investment and financial advice to a targeted community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. We are empathetic problem solvers with depth and diversity of experience. We embrace complexity, shoulder problems, and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.
Senior Analyst, Management TeamSan Francisco, California
About the Role
This role is a Senior Analyst position on the Client Experience Management Team at Jordan Park. The Senior Analyst will play a pivotal role in supporting leadership while collaborating with a dynamic management team. Responsibilities for the role include:
Duties and Responsibilities
Support the management team in driving business initiatives, operational efficiency, and strategic planning
Provide analytical support to aid decision-making and strategy development
Curate weekly management meetings, overseeing agenda setting, follow-ups, and communication tracking
Provide daily briefings with key insights for client and prospective client meetings, ensuring effective follow-through
Record and log meeting notes in Salesforce, maintaining detailed communication records
Draft and monitor emails, ensuring timely follow-ups and task completion
Author thought leadership content on industry trends to present to management
Contribute to Business Development efforts through meeting material creation, financial analysis, and client engagement
Log meetings and notes in Salesforce to track interactions with prospective clients
Monitor market activity and industry trends to identify strategic opportunities with potential clients
Design marketing collateral and client qualification processes, utilizing tools like MS Forms and Smartsheet
Create internal educational content for advisor training and Business Development meetings
Track client referrals, reference calls, and projected AUM, generating monthly metrics and reports
Work closely with the management team to facilitate cross-team communication, collaboration, manage special projects, and offer innovative solutions
Conduct research, analyze data, and present actionable insights to refine business strategies
Build relationships with key stakeholders and develop a strong industry network
Identify opportunities for process improvement and optimize business performance through data-driven insights
Develop leadership skills through hands-on involvement with management, gaining in-depth knowledge of private wealth management practices, industry trends, and regulatory requirements
About You
Bachelor's degree
1-2 years work experience
Comfortable with Microsoft Office, especially skilled in Excel, PowerPoint, Word, and Outlook
Self-starter who takes ownership and can lead/manage tasks independently
Highly organized and process oriented
Commitment to excellence and high level of integrity
Experience serving and working with clients
Effective communication with a broad range of stakeholders
Strong attention to detail
Discreet in handling sensitive and confidential information
Ability to work well independently and as part of a team
Genuine interest in helping people
Hungry to learn and resilient
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. The expected base salary for this role in San Francisco, California will range from $100,000 to $110,000 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
Fitness Reimbursement
Annual Professional Development and Mindfulness Stipend
Jordan Park is an SEC-registered investment adviser (RIA).
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Senior Analyst, Management TeamSan Francisco, California
About the Role
This role is a Senior Analyst position on the Client Experience Management Team at Jordan Park. The Senior Analyst will play a pivotal role in supporting leadership while collaborating with a dynamic management team. Responsibilities for the role include:
Duties and Responsibilities
Support the management team in driving business initiatives, operational efficiency, and strategic planning
Provide analytical support to aid decision-making and strategy development
Curate weekly management meetings, overseeing agenda setting, follow-ups, and communication tracking
Provide daily briefings with key insights for client and prospective client meetings, ensuring effective follow-through
Record and log meeting notes in Salesforce, maintaining detailed communication records
Draft and monitor emails, ensuring timely follow-ups and task completion
Author thought leadership content on industry trends to present to management
Contribute to Business Development efforts through meeting material creation, financial analysis, and client engagement
Log meetings and notes in Salesforce to track interactions with prospective clients
Monitor market activity and industry trends to identify strategic opportunities with potential clients
Design marketing collateral and client qualification processes, utilizing tools like MS Forms and Smartsheet
Create internal educational content for advisor training and Business Development meetings
Track client referrals, reference calls, and projected AUM, generating monthly metrics and reports
Work closely with the management team to facilitate cross-team communication, collaboration, manage special projects, and offer innovative solutions
Conduct research, analyze data, and present actionable insights to refine business strategies
Build relationships with key stakeholders and develop a strong industry network
Identify opportunities for process improvement and optimize business performance through data-driven insights
Develop leadership skills through hands-on involvement with management, gaining in-depth knowledge of private wealth management practices, industry trends, and regulatory requirements
About You
Bachelor's degree
1-2 years work experience
Comfortable with Microsoft Office, especially skilled in Excel, PowerPoint, Word, and Outlook
Self-starter who takes ownership and can lead/manage tasks independently
Highly organized and process oriented
Commitment to excellence and high level of integrity
Experience serving and working with clients
Effective communication with a broad range of stakeholders
Strong attention to detail
Discreet in handling sensitive and confidential information
Ability to work well independently and as part of a team
Genuine interest in helping people
Hungry to learn and resilient
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. The expected base salary for this role in San Francisco, California will range from $100,000 to $110,000 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
Fitness Reimbursement
Annual Professional Development and Mindfulness Stipend
Jordan Park is an SEC-registered investment adviser (RIA).
#J-18808-Ljbffr