Jordan Park Group
Associate, Client Advisory
New York, New York, United States
Sponsorship not specified$20k-$30kDetected 79 days ago
Project ManagementCommunicationMicrosoft OfficeCFA
About the role
- The Client Advisory Team is looking for an Associate to work directly with the senior members of the Team across all areas of the client engagement.
- The ideal candidate would have an interest and aptitude in the topics noted above and be able to balance their technical knowledge with strong written and oral communication skills.
- Providing strategic financial and investment advice across a client's entire balance sheet, including opportunities sourced through the clients' network
Responsibilities
- Working closely with a subset of the firm's Client Advisors and clients to support the advisory process
- Building client relationships by interacting directly with clients in an advisory capacity, with Senior Advisor oversight
- Serving as a project manager, coordinating across internal Jordan Park subject matter experts as well as external advisors (e.g., tax, legal, real estate, lending, etc) to problem solve and drive successful outcomes for clients
- Coordinating with the Investment and Analyst Teams to deliver portfolio reporting and ad hoc analysis based on Client Advisor and/or client requests
- Owning a project from start to finish and coordinating with multiple parties (internal + external) to drive a successful outcome
Requirements
- CFA, MBA, and/or other graduate degree or certification
Nice to have
- Have a bachelor's degree and 3-6 years of work experience ideally in financial services (e.g., investment banking, private wealth management, etc.)
- Have experience serving and working with clients
- Genuinely like helping people
- Pay attention to the details and produce accurate work product
- Are hungry to learn
- Love taking on challenges and finding creative solutions
- Are resilient and don't get flustered easily
- Can communicate effectively with a broad range of stakeholders
Skills
- 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.
- Associate, Client Advisory
- New York, New York
- Aptitude for learning new technologies
Compensation
- Annual Professional Development and Mindfulness 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 New York, New York will range from $125,000-$150,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Benefits
- Medical, dental & vision insurance - 100% of premium covered for employees
- Generous paid time off
- Commuter benefits program (pre-paid tax dollars towards your commute)
- Fitness Reimbursement
- Annual Professional Development and Mindfulness Stipend
- Our benefits package includes:
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This listing is sourced directly from Jordan Park Group's careers page and normalized into a canonical job model.