Associate, Client Advisory

Responsibilities

• Support the advisory process by working closely with Client Advisors and clients
• Build client relationships through direct interaction in an advisory capacity
• Provide strategic financial and investment advice across client balance sheets
• Act as a project manager coordinating internal subject matter experts and external advisors
• Coordinate with Investment and Analyst Teams for portfolio reporting and analysis
• Perform financial planning and forward modeling of client balance sheets
• Strategize portfolio implementation and oversee execution with the investment team

Requirements

• Bachelor's degree
• 3-6 years of work experience in financial services (e.g., investment banking, private wealth management)
• Experience working directly with clients
• Proficiency with Microsoft Office
• Ability to travel 20-30%
• High attention to detail and ability to handle sensitive information

Preferred Qualifications

• Major in Business, Economics, or Finance
• CFA, MBA, or other graduate degree/certification
• Aptitude for learning new technologies

Benefits

• 100% employer-covered medical, dental, and vision insurance premiums
• 401k with employer contribution
• Generous paid time off
• Commuter benefits program
• Fitness reimbursement
• Annual professional development and mindfulness stipend

About the Company

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions, aiming to enhance lives and legacies.