Jordan Park Group
Summer Analyst - SF
Jordan Park Group, San Francisco, California, United States, 94199
2025 Summer AnalystSan Francisco, California
Jordan Park’s Summer Analyst Program is a 9-week experience that introduces participants to all facets of wealth management and financial services. Projects may span from researching various industries, developing financial tools, enhancing the client experience, and more. We have offices located in San Francisco, California, New York, New York, and Portsmouth, New Hampshire.
Your Role
Summer Analyst responsibilities include, but are not limited to:
Engaging in macroeconomic research including but not limited to asset allocation, trade recommendations, pro forma analysis and/or wealth projections
Coordinating and engaging with different teams to provide solutions to the Jordan Park client base while enhancing different processes throughout the firm
Working closely with Financial Analysts to participate in and be exposed to day-to-day activities such as generating client reports and operational management of client portfolios
Reviewing and preparing client-facing materials and administrative documentation
Creating financial tools that will be used by Jordan Park employees at its completion
Working in CRM and other systems to gather and organize data
Completing a case study that resembles a client situation
About You
Are currently pursuing a college or university degree and are a rising senior
Are available for the entire duration of the 9-week program starting June 9, 2025 to August 8, 2025
Are comfortable with Microsoft Office, especially skilled in Excel, PowerPoint, Word, and Outlook
Able to meet deadlines
Can communicate effectively with a broad range of stakeholders
Strong attention to the details; accurate and organized
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 and don’t get flustered easily
Additional Details
Functionally, the Firm is organized across 4 key business areas. These include: 1) Client Experience, responsible for strategic advice and engagement management as well as day-to-day client interaction and operations, 2) Investment Advisory, responsible for managing and monitoring client investment assets, 3) Business Infrastructure, responsible for managing and operating the Firm’s business activities and 4) The Jordan Park Trust Company, responsible for developing and implementing robust trust solutions.
The Analyst Program offers an exceptional opportunity to contribute across many parts of our business such as: client service, investment management, impact investing, and operations, among others. Analysts will work as various members across the firm to complete tasks and drive critical business initiatives forward.
At the conclusion of the program, Summer Analysts may be offered a position in Jordan Park’s two-year Analyst Program upon graduation. Top-performing analysts will be eligible for a 3rd year extension and the possibility of continuing their careers at the firm upon completion of the program.
Compensation & BenefitsThe expected base salary for this role in San Francisco, California will range from $75,000 – $85,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
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Jordan Park’s Summer Analyst Program is a 9-week experience that introduces participants to all facets of wealth management and financial services. Projects may span from researching various industries, developing financial tools, enhancing the client experience, and more. We have offices located in San Francisco, California, New York, New York, and Portsmouth, New Hampshire.
Your Role
Summer Analyst responsibilities include, but are not limited to:
Engaging in macroeconomic research including but not limited to asset allocation, trade recommendations, pro forma analysis and/or wealth projections
Coordinating and engaging with different teams to provide solutions to the Jordan Park client base while enhancing different processes throughout the firm
Working closely with Financial Analysts to participate in and be exposed to day-to-day activities such as generating client reports and operational management of client portfolios
Reviewing and preparing client-facing materials and administrative documentation
Creating financial tools that will be used by Jordan Park employees at its completion
Working in CRM and other systems to gather and organize data
Completing a case study that resembles a client situation
About You
Are currently pursuing a college or university degree and are a rising senior
Are available for the entire duration of the 9-week program starting June 9, 2025 to August 8, 2025
Are comfortable with Microsoft Office, especially skilled in Excel, PowerPoint, Word, and Outlook
Able to meet deadlines
Can communicate effectively with a broad range of stakeholders
Strong attention to the details; accurate and organized
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 and don’t get flustered easily
Additional Details
Functionally, the Firm is organized across 4 key business areas. These include: 1) Client Experience, responsible for strategic advice and engagement management as well as day-to-day client interaction and operations, 2) Investment Advisory, responsible for managing and monitoring client investment assets, 3) Business Infrastructure, responsible for managing and operating the Firm’s business activities and 4) The Jordan Park Trust Company, responsible for developing and implementing robust trust solutions.
The Analyst Program offers an exceptional opportunity to contribute across many parts of our business such as: client service, investment management, impact investing, and operations, among others. Analysts will work as various members across the firm to complete tasks and drive critical business initiatives forward.
At the conclusion of the program, Summer Analysts may be offered a position in Jordan Park’s two-year Analyst Program upon graduation. Top-performing analysts will be eligible for a 3rd year extension and the possibility of continuing their careers at the firm upon completion of the program.
Compensation & BenefitsThe expected base salary for this role in San Francisco, California will range from $75,000 – $85,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
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