Analyst/Senior Analyst, Client Advisory Management Team - SF

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

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. This role offers significant exposure to senior leaders and will get you engaged from an early start in your career with key stakeholders, providing a strong foundation for long term career development for high-performing individuals. Responsibilities for the role include:

Duties and 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
• Provide daily briefings with key insights for client and prospective client meetings, ensuring effective follow-through
• Record and log meeting notes in Salesforce, maintaining detailed communication records
• Draft and monitor emails, ensuring timely follow-ups and task completion
• Author thought leadership content on industry trends to present to management. Past examples have included Trends in Multi-Family Office Industry, Economics of Family Offices, and AI curriculum development
• Contribute to Business Development efforts through meeting material creation, financial analysis, and client engagement
• Log meetings and notes in Salesforce to track interactions with prospective clients
• Monitor market activity and industry trends to identify strategic opportunities with potential clients
• Design marketing collateral and client qualification processes, utilizing tools like MS Forms and Smartsheet
• Track client referrals, reference calls, and projected AUM, generating monthly metrics and reports
• Work closely with the management team to facilitate cross-team communication, collaboration, manage special projects, and offer innovative solutions
• Conduct research, analyze data, and present actionable insights to refine business strategies
• Build relationships with key stakeholders and develop a strong industry network
• Identify opportunities for process improvement and optimize business performance through data-driven insights
• Develop leadership skills through hands-on involvement with management, gaining in-depth knowledge of private wealth management practices, industry trends, and regulatory requirements

About You

• Bachelor’s degree
• Have between 1- and 2-years work experience
• Are comfortable with Microsoft Office, especially skilled in Excel, PowerPoint, Word, and Outlook
• Self-starter who takes ownership and can lead/manage tasks independently; confidence to work closely with senior leaders
• Highly organized and process oriented
• Commitment to excellence and high level of integrity
• Have experience serving and working with clients
• Can communicate effectively with a broad range of stakeholders
• Strong attention to detail
• Seek to understand how the smallest details fit into the “big picture” of our service to clients
• Are discreet in handling sensitive and confidential information
• Love taking on challenges and finding creative solutions; continue searching until you find the right answer
• Work well independently and as part of a team
• Genuinely like helping people
• Are hungry to learn
• Are resilient and don’t get flustered easily

Considered but not required