Summer Wealth Analyst — 9-Week Program (SF/NY)

Jordan Park Group; New York, San Francisco (NY, CA); On-site; USD 52,000 - 58,000; Full time

Job summary

Jordan Park is seeking a Summer Financial Analyst to join our New York and San Francisco offices for a nine-week program that provides hands-on exposure to wealth management.

You will work with analysts and advisors on client analyses, reporting, and cross-functional projects, while gaining structured training and exposure to senior leaders. The program culminates in a capstone presentation and may lead to our two-year Analyst Program after graduation.

Qualifications

• Rising senior pursuing a bachelor's degree with graduation in 2028.
• Proficiency in Microsoft Office, especially Excel and PowerPoint.
• Interest in wealth management and learning business fundamentals.
• Ability to communicate clearly and work with a team.

Responsibilities

• Support investment, portfolio and financial analysis, including asset allocation research, scenario modeling and wealth projections.
• Partner with Financial Analysts on client reporting and day-to-day client service.
• Contribute to cross-functional projects to improve the client experience and internal processes.
• Prepare and review client-facing presentations and materials with accuracy and attention to detail.
• Develop financial tools and resources for client or internal use.

Skills

Learning Agility

Analytical Thinking

Technical Fluency

Client Service Orientation

Communication

Collaboration

Coachability

Professionalism

Quality & Attention to Detail

Initiative & Ownership

Education

Bachelor's degree candidate, 2028

Tools

Microsoft Office

Excel

PowerPoint

Job description

Jordan Park is seeking a Summer Financial Analyst to join our New York and San Francisco offices for a nine-week program that provides hands-on exposure to wealth management.

You will work with analysts and advisors on client analyses, reporting, and cross-functional projects, while gaining structured training and exposure to senior leaders. The program culminates in a capstone presentation and may lead to our two-year Analyst Program after graduation.