Jordan Park Group logo
Posted 3mo agoSan Francisco, California, United States

Financial Analyst, Client Advisory

MiddleOn-site (San Francisco)Salary undisclosed
Job Description

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.


 

Financial Analyst - Client Advisory (For Immediate Start)
San Francisco, California

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:

Similar Openings in Other

View all in category