Jordan Park Group · 12 hours ago
Summer Analyst, Technology - SF
San Francisco, California, United States
Full-time
Onsite
New Grad
$40/hr - $40/hrJordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. They are seeking a Summer Analyst in Technology to assist in developing and supporting technology solutions that enhance operational efficiency and client engagement in the wealth management space.
Financial Services
Responsibilities
Assist in the development and testing of internal tools and client-facing platforms
Support data integration and automation projects by providing quality code and data-driven insights
Document processes, tools, and project outcomes for team knowledge sharing
Create and maintain data sources, create ad-hoc analyses, and build data visualizations
Support AI-related projects, exploring prompt engineering, custom GPTs and/or agent development
Qualification
Required
Pursuing a bachelor's or master's degree in computer science, Information Systems, Engineering, or a related field
Available for the entire duration of the 9-week program starting June 15, 2026, to August 14, 2026
Possess Python programming skills, with experience in data analysis tools/libraries like Pandas
Experience with business intelligence tools (e.g., Tableau, Power BI, Looker) for dashboarding and reporting
Proficient in writing SQL queries for data extraction and manipulation
Familiar with AI concepts as an end user such as LLMs and workflow automation
Personal or academic projects that demonstrate creative applications of AI, including prompt engineering, custom GPTs or agent development
Excellent problem-solving and communication skills
Preferred
Interest in finance, wealth management, or fintech is a plus
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