Financial Analyst, Client Advisory

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.

Requirements

• 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
• Are discreet in handling sensitive and confidential information
• 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

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