Financial Analyst, Client Advisory at Jordan Park… · San…

Summary: Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. As a Financial Analyst, you’ll play a critical role in supporting clients and driving firm initiatives. Responsibilities: - 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 Required Qualifications: - 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 Preferred Qualifications: - Business, economics, or finance major - Aptitude for learning new technologies - Previous financial services experience Required Skills: Financial planning, Macroeconomic research, Excel, Client communication Important Skills: PowerPoint, Word, Outlook Nice-to-Have Skills: Detail-oriented, Teamwork, Problem solving, Adaptability, Confidentiality Benefits: 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