Financial Analyst

Responsibilities

• Generate client investment reports and curate client balance sheets
• Perform financial planning and forward modeling of client balance sheets
• Engage in macroeconomic research including asset allocation and wealth projections
• Perform investment due diligence on third-party managers or deals
• Participate in day-to-day operational management of the portfolio
• Track capital account balances and transactions using data aggregation systems
• Coordinate with custodian client service and partner advisory teams
• Maintain client files in firm CRM and other systems

Requirements

• Bachelor's degree
• 0-3 years of work experience
• Proficiency in Excel, PowerPoint, Word, and Outlook
• Experience working with clients
• Strong communication skills
• High attention to detail and accuracy
• Ability to handle sensitive and confidential information

Preferred Qualifications

• Major in Business, Economics, or Finance
• Aptitude for learning new technologies
• Previous financial services experience

Benefits

• 100% employer-covered medical, dental, and vision 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. Their mission is to enhance lives and legacies through empathetic problem solving and expert wealth management.