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About the Role
Jordan Park's Summer Financial Analyst Program is a nine-week experience designed to provide rising college seniors with hands-on exposure to wealth management and the opportunity to learn how we advise and serve clients. Summer Analysts work alongside professionals across Jordan Park on meaningful client, investment and strategic projects while developing the analytical, technical and professional skills required to succeed in wealth management.
Responsibilities
- Support investment, portfolio and financial analysis, including asset allocation research, scenario modeling, wealth projections and other client-specific analyses
- Partner with Financial Analysts and other team members on client reporting, portfolio-related activities and day-to-day client service
- Contribute to cross-functional projects designed to improve the client experience, strengthen internal processes or advance strategic firm initiatives
- Prepare and review client-facing presentations, analyses and other materials with a high level of accuracy and attention to detail
- Develop financial tools, analyses and resources for client or internal use
- Use AI and other emerging technologies to help solve problems, identify opportunities to improve processes and develop more efficient ways of working, while critically evaluating outputs and applying sound judgment
Requirements
- Rising senior pursuing a bachelor's degree and graduating in 2028
- Interested in learning about wealth management and building a strong foundation for an early career in financial services
- Working proficiency with Microsoft Office, particularly Excel and PowerPoint
- Genuine interest in learning the wealth management business is essential
- Demonstrate Learning Agility & Business Acumen
- Demonstrate Analytical Thinking & Problem Solving
- Demonstrate Technical & Digital Fluency
- Demonstrate Client & Service Orientation
- Demonstrate Communication skills
- Demonstrate Collaboration & Teamwork
- Demonstrate Coachability & Growth Mindset
- Demonstrate Professionalism & Accountability
- Demonstrate Quality & Attention to Detail
- Demonstrate Initiative & Ownership
- Demonstrate Culture & Inclusion
Skills
- Microsoft Office
- Excel
- PowerPoint
- AI and other emerging technologies
- Financial analysis
- Portfolio analysis
- Asset allocation research
- Scenario modeling
- Wealth projections
- Client reporting
- Client service
- Financial tools development
- Problem solving
- Process improvement
- Communication
- Collaboration
- Teamwork
- Attention to detail
Location
- San Francisco, California
- New York, New York
Work Type
- Full-time
- Internship
Experience Level
- Entry Level
- Internship
Education Level
- Bachelor's degree
Salary/Compensations
- $40 per hour, plus overtime eligibility
Benefits
- Structured onboarding and training program
- Exposure to professionals and leaders across the firm's business areas
- Educational programming focused on wealth management, investments, client service and career paths
- Opportunities to build relationships with fellow Summer Financial Analysts and colleagues
- Ongoing coaching and feedback
- Capstone case study experience
- Potential for full-time employment post-program
About the Company
- Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.
- Our clients have made extraordinary contributions to business, philanthropy, government, and society.
- Our team is composed of empathetic problem solvers with depth and diversity of experience.
- We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.
- Our mission is to enhance lives and legacies.
- We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership.
- Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.
- Jordan Park is an SEC-registered investment adviser (RIA).
Equal Opportunity
- Jordan Park is proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability.
- We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.