Jordan Park Group · 5 hours ago
Financial Analyst, Client Advisory
San Francisco, California, United States
Full-time
Onsite
New Grad, Entry Level
$100K/yr - $100K/yr
0+ years expJordan Park is an investment management and financial advice firm that serves a distinct community of individuals, families, and institutions. The Financial Analyst role involves generating client investment reports, conducting financial planning, performing investment due diligence, and engaging in macroeconomic research to support clients and drive firm initiatives.
Financial Services
Responsibilities
Generating client investment reports and curating client balance sheets
Financial planning and forward modeling of client balance sheets
Engaging in macroeconomic research including but not limited to asset allocation, trade recommendations, pro forma analysis and/or wealth projections
Performing investment due diligence on various third-party managers or deals for inclusion in client portfolios
Participating in day-to-day operational management of the portfolio
Tracking capital account balances and transactions using third party data aggregation systems
Working with custodian client service and partner advisory (tax, legal, etc.) teams to complete client requests
Reviewing and preparing administrative documentation
Creating and maintaining client files in firm CRM and other systems
Qualification
Required
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
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, resourceful, and adaptable in the face of challenges
Preferred
Business, economics, or finance major
Aptitude for learning new technologies
Previous financial services experience
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
Company
Jordan Park Group
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.
51-200 employees
H1B Sponsorship
Jordan Park Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (1)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
David Lee
Chief Operating Officer
Heather Brownlie
Chief Operating Officer
Recent News
2025-04-08
Company data provided by crunchbase