Financial Analyst, Client Advisory

Jordan Park Group
San Francisco, CA
Category Finance
Job Description
Jordan Park is seeking a Financial Analyst, Client Advisor to support their clients in managing their wealth. The role involves generating investment reports, managing client balance sheets, engaging in macroeconomic research, and contributing to operational management. This is a two-year program with potential for a Senior Analyst role and continued growth.

Requirements

  • Hold a bachelor’s degree or hold one upon hiring date
  • Have between 0-and 3-years’ work experience
  • Strong Excel, PowerPoint, Word, and Outlook
  • Experience serving and working with clients
  • Detail-oriented with a strong sense of accuracy
  • Work well independently and as part of a team
  • Genuinely like helping people

Benefits

  • Medical, dental & vision insurance
  • 401k participation
  • Generous paid time off
  • Commuter benefits program
  • Fitness Reimbursement
  • Professional Development and Mindfulness Stipend
]]>