Jordan Park Group ยท 1 day ago
Summer Analyst, Operations - NH
Portsmouth, New Hampshire, United States
Full-time
Onsite
New GradJordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. The Summer Analyst (Operations) Program is a 9-week experience that introduces participants to various operational aspects of financial services, focusing on enhancing client experience through data accuracy and process improvement.
Financial Services
Responsibilities
Coordinating and engaging with different teams to provide solutions to the Jordan Park client base while enhancing different processes throughout the firm
Working with the Operations team to provide streamlined solutions to data and reporting issues
Working in our Wealth Management and CRM platforms to gather and organize information across large data sets and research and resolve anomalies
Working closely with the Client Reporting, Trust Services, and Advisory teams to ensure system data meets their client reporting needs
Working in our Trust Accounting and CRM platforms to gather and organize information, developing solutions for automation of recurring task reminders and account reviews
Learning and supporting client transaction activity
Qualification
Required
Rising senior pursuing a bachelor's degree (graduating class of 2027)
Available for the entire duration of the 9-week program starting June 15, 2026, to August 14, 2026
Proficient in Microsoft Office, especially Excel, PowerPoint, Word, and Outlook
Ability to manage time effectively and meet deadlines
Effective communicator with a broad range of stakeholders
Strong attention to detail with excellent organizational skills
Seek to understand how the smallest details fit into the 'big picture' of our service to clients
Discreet and professional 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
Motivated by helping others and contributing to a mission-driven firm
Curious and eager to learn
Resilient, resourceful, and adaptable in the face of challenges
Company
Jordan Park Group
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.
Founded in 2017
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