Jordan Park Group
Analyst/Senior Analyst, Client Advisory Management Team - SF
San Francisco, California, United States · Senior
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About the role
- This role is a Senior Analyst position on the Client Advisory Management Team at Jordan Park.
- The Senior Analyst will play a pivotal role in supporting leadership while collaborating with a dynamic management team.
- As a Senior Analyst, you will have the unique opportunity to gain a deep understanding of the private wealth management business.
Responsibilities
- Support the management team in driving business initiatives, operational efficiency, and strategic planning
- Provide analytical support to aid decision-making and strategy development
- Support management meetings, overseeing agenda setting, follow-ups, and communication tracking
- Design marketing collateral and client qualification processes, utilizing tools like MS Forms and Smartsheet
- Work closely with the management team to facilitate cross-team communication, collaboration, manage special projects, and offer innovative solutions
- Self-starter who takes ownership and can lead/manage tasks independently; confidence to work closely with senior leaders
Requirements
- Bachelor's degree
Compensation
- Annual Professional Development Stipend
- Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.
- We apply a total reward philosophy when determining compensation terms.
- The expected base salary for this role in San Francisco, California will range from $100,000 - $110,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Company info
- Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.
- Our clients have made extraordinary contributions to business, philanthropy, government, and society.
- Our team is composed of empathetic problem solvers with depth and diversity of experience.
- We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.
- Our mission is to enhance lives and legacies.
- Senior Analyst, Client Advisory Management
- San Francisco, California
This listing is sourced directly from Jordan Park Group's careers page and normalized into a canonical job model.