Summer Financial Analyst

The posting, as Jordan Park Group wrote it

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.

2027 Summer Financial Analyst

San Francisco, California | New York, New York

The Opportunity

Jordan Park's Summer Financial Analyst Program is a nine-week experience designed to provide rising college seniors with hands-on exposure to wealth management and the opportunity to learn how we advise and serve clients.

Summer Analysts work alongside professionals across Jordan Park on meaningful client, investment and strategic projects while developing the analytical, technical and professional skills required to succeed in wealth management.

As a Summer Financial Analyst, you will learn how Analysts, Client Service professionals, and Advisors work together to deliver the Jordan Park client experience. You will also gain exposure to other areas of the business, including Investment Management, Family Office Services, and Business Enablement. Rather than rotating through various departments, you will gain in-depth experience working with an Advisory team, contributing to real workstreams and high-impact projects while collaborating with professionals across the firm. The Summer Financial Analyst program also includes structured training, roundtable discussions with senior leaders across the firm, and a team-based case study that brings together the concepts and skills developed throughout the summer.

The Summer Financial Analyst Program is an important part of Jordan Park's early career talent pipeline. Successful Summer Analysts may be invited to join Jordan Park's two-year Analyst Program following graduation.

What You Will Do

Summer Analyst responsibilities may include

• Support investment, portfolio and financial analysis, including asset allocation research, scenario modeling, wealth projections and other client-specific analyses
• Partner with Financial Analysts and other team members on client reporting, portfolio-related activities and day-to-day client service
• Contribute to cross-functional projects designed to improve the client experience, strengthen internal processes or advance strategic firm initiatives
• Prepare and review client-facing presentations, analyses and other materials with a high level of accuracy and attention to detail
• Develop financial tools, analyses and resources for client or internal use
• Use AI and other emerging technologies to help solve problems, identify opportunities to improve processes and develop more efficient ways of working, while critically evaluating outputs and applying sound judgment

The specific projects assigned
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fully before submitting it and work to identify and resolve errors independently.

• Initiative & Ownership: You look for opportunities to add value, take ownership of your responsibilities, work independently when appropriate and follow through with minimal supervision.
• Culture & Inclusion: You demonstrate respect, integrity and inclusiveness, contribute positively to the team's culture and support Jordan Park's values.

Program Details

• Program Dates: June 14, 2027 – August 13, 2027
• Duration: Nine weeks
• Locations: San Francisco and New York
• Eligibility: Rising seniors graduating in 2028
• Compensation: $40 per hour, plus overtime eligibility
• Application Deadline: September 30 th , 2026

Summer Financial Analysts are expected to be available for the full nine-week program.

At the conclusion of the program, Summer Financial Analysts may be considered for a position in Jordan Park's two-year Analyst Program following graduation. High-performing Analysts may subsequently be considered for additional opportunities to continue their careers at the firm.

We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.

Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice

Jordan Park is an SEC-registered investment adviser (RIA).