Jordan Park provides comprehensive investment and financial advice to a targeted community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. We are empathetic problem solvers with depth and diversity of experience. We embrace complexity, shoulder problems, and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.

 

Senior Analyst, Management Team
San Francisco, California

 

About the Role

This role is a Senior Analyst position on the Client Experience Management Team at Jordan Park. The Senior Analyst will play a pivotal role in supporting leadership while collaborating with a dynamic management team. As a Senior Analyst, you will have the unique opportunity to gain a deep understanding of the private wealth management business. This unique role offers significant exposure to senior leaders and will get you engaged from an early start in your career with key stakeholders, providing a strong foundation for long term career development for high-performing individuals. Responsibilities for the role include:

Duties and Responsibilities

  • Support the management team in driving business initiatives, operational efficiency, and strategic planning
    • Provide analytical support to aid decision-making and strategy development
    • Curate weekly management meetings, overseeing agenda setting, follow-ups, and communication tracking
    • Provide daily briefings with key insights for client and prospective client meetings, ensuring effective follow-through
    • Record and log meeting notes in Salesforce, maintaining detailed communication records
    • Draft and monitor emails, ensuring timely follow-ups and task completion
    • Author thought leadership content on industry trends to present to management. Past examples have included Trends in Multi-Family Office Industry, Economics of Family Offices, and AI curriculum development
  • Contribute to Business Development efforts through meeting material creation, financial analysis, and client engagement
    • Log meetings and notes in Salesforce to track interactions with prospective clients
    • Monitor market activity and industry trends to identify strategic opportunities with potential clients
    • Design marketing collateral and client qualification processes, utilizing tools like MS Forms and Smartsheet
    • Create internal educational content for advisor training and Business Development meetings
    • Track client referrals, reference calls, and projected AUM, generating monthly metrics and reports
  • Work closely with the management team to facilitate cross-team communication, collaboration, manage special projects, and offer innovative solutions
    • Conduct research, analyze data, and present actionable insights to refine business strategies
    • Build relationships with key stakeholders and develop a strong industry network
    • Identify opportunities for process improvement and optimize business performance through data-driven insights
  • Develop leadership skills through hands-on involvement with management, gaining in-depth knowledge of private wealth management practices, industry trends, and regulatory requirements

About You

  • Bachelor’s degree
  • Have between 1- and 2-years work experience
  • Are comfortable with Microsoft Office, especially skilled in Excel, PowerPoint, Word, and Outlook
  • Self-starter who takes ownership and can lead/manage tasks independently; confidence to work closely with senior leaders
  • Highly organized and process oriented
  • Commitment to excellence and high level of integrity
  • Have experience serving and working with clients
  • Can communicate effectively with a broad range of stakeholders
  • Strong attention to detail
  • Seek to understand how the smallest details fit into the “big picture” of our service to clients
  • Are discreet in handling sensitive and confidential information
  • Love taking on challenges and finding creative solutions; continue searching until you find the right answer
  • Work well independently and as part of a team
  • Genuinely like helping people
  • Are hungry to learn
  • Are resilient and don’t get flustered easily

Considered but not required:

  • Business, economics, or finance major
  • Aptitude for learning new technologies
  • Previous financial services (private banking or wealth management) experience

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits, and other perks. We apply a total reward philosophy when determining compensation terms.

The expected base salary for this role in San Francisco, California will range from $100,000 to $110,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

Our benefits package includes: 

  • 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 Stipend

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 always seeking great talent.  We are 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.

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice

Jordan Park is an SEC-registered investment adviser (RIA). 

Apply for this Job

* Required
resume chosen  
Google Drive
(File types: pdf, doc, docx, txt, rtf)
Cancel
cover_letter chosen  
Google Drive
(File types: pdf, doc, docx, txt, rtf)
Cancel

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Jordan Park Group’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Enter the verification code sent to to confirm you are not a robot, then submit your application.

This application was flagged as potential bot traffic. To resubmit your application, turn off any VPNs, clear the browser's cache and cookies, or try another browser. If you still can't submit it, contact our support team through the help center.