Financial Analyst, Client Advisory: Wealth Strategy

Jordan Park Group; San Francisco (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical, dental & vision insurance – 100% of premium covered for employees

401(k) participation with employer contribution

Generous paid time off

Commuter benefits program

Fitness Reimbursement

Annual Professional Development and Mindfulness Stipend

Job summary

Jordan Park Group is seeking a Financial Analyst in San Francisco, California, offering a salary of $100,000 per year. The role provides exposure to wealth management, generating client reports and engaging in macroeconomic research.

Ideal candidates should hold a bachelor’s degree and have strong skills in Excel and finance. Benefits include medical insurance, 401(k) participation, and generous paid time off.

Qualifications

• Hold a bachelor’s degree or will hold one upon your hiring date.
• Have between 0 and 3 years’ work experience.
• Have strong Excel, PowerPoint, Word, and Outlook skills.
• Have experience serving and working with clients.
• Can communicate effectively with a broad range of stakeholders.
• Are detail-oriented with a strong sense of accuracy and accountability.

Responsibilities

• Generate client investment reports and curate client balance sheets.
• Engage in macroeconomic research including asset allocation.
• Perform investment due diligence on third-party managers.
• Track capital account balances and transactions using data aggregation systems.
• Create and maintain client files in firm CRM and other systems.

Skills

Excel

PowerPoint

Word

Outlook

Client service experience

Effective communication

Education

Bachelor's Degree

Job description

Jordan Park Group is seeking a Financial Analyst in San Francisco, California, offering a salary of $100,000 per year. The role provides exposure to wealth management, generating client reports and engaging in macroeconomic research.

Ideal candidates should hold a bachelor’s degree and have strong skills in Excel and finance. Benefits include medical insurance, 401(k) participation, and generous paid time off.