Jordan Park’s Summer Analyst Program is a 9-week experience that introduces participants to all facets of wealth management and financial services. Projects may span from researching various industries, developing financial tools, enhancing the client experience, and more. We have offices located in San Francisco, California, New York, New York, and Portsmouth, New Hampshire.
Your Role
Summer Analyst responsibilities include, but are not limited to:
- Engaging in macroeconomic research including but not limited to asset allocation, trade recommendations, pro forma analysis and/or wealth projections
- Coordinating and engaging with different teams to provide solutions to the Jordan Park client base while enhancing different processes throughout the firm
- Working closely with Financial Analysts to participate in and be exposed to day-to-day activities such as generating client reports and operational management of client portfolios
- Reviewing and preparing client-facing materials and administrative documentation
- Creating financial tools that will be used by Jordan Park employees at its completion
- Working in CRM and other systems to gather and organize data
- Completing a case study that resembles a client situation
Apply: Here
Deadline: November 1