greenhouse
Financial Analyst, Client Advisory
Jordan Park Group
San Francisco, USA
Full-time
Entry · 0+ years experience
Onsite
USD 100000-100000 yearly / year
Discovered 1 weeks ago
ExcelPowerPointWordOutlook
Free
Job Fit Check
Base Career helps you apply smarter for this job.
?%
Ready to ScanKey skills for this role
ExcelPowerPointWord
Role 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
Key Skills for This Role
ExcelPowerPointWordOutlook
Full Job Posting
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
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Jordan Park Group
Associate / Senior Associate, Client Service - SF
San Francisco, USA
SeniorFull-time
Discovered 1 weeks agoView →
Senior Associate, Technology – Data Platform & AI Applications
San Francisco, USA
SeniorFull-time
Discovered 1 weeks agoView →
Senior Associate/Vice President, Capital Markets - Quantitative & Structured Solutions
New York City, USA
SeniorFull-time
Discovered 1 weeks agoView →
Senior Associate/Vice President - Lead Software Developer
San Francisco, USA
SeniorFull-time
Discovered 1 weeks agoView →
Associate / Senior Associate, Client Service - SF
San Francisco, USA
Discovered 1 weeks agoFull-time
Associate, Business Development
San Francisco, USA
Discovered 1 weeks agoFull-time
Senior Associate, Technology – Data Platform & AI Applications
San Francisco, USA
Discovered 1 weeks agoFull-time
Associate, Office Administration
New York City, USA
Discovered 1 weeks agoFull-time
Senior Associate/Vice President, Capital Markets - Quantitative & Structured Solutions
New York City, USA
Discovered 1 weeks agoFull-time
Senior Analyst, People
San Francisco, USA
Discovered 1 weeks agoFull-time
Senior Associate/Vice President - Lead Software Developer
San Francisco, USA
Discovered 1 weeks agoFull-time
Summer Financial Analyst
New York City, USA
Discovered 1 weeks agoInternship, Temporary