--- title: 'Financial Analyst, Client Advisory at Jordan Park Group' canonical: 'https://feeny.ai/job/financial-analyst-client-advisory-jordan-park-group-san-francisco-california-dy4e41we4853' type: 'job' last_seen: '2026-09-09' --- # Financial Analyst, Client Advisory at Jordan Park Group - **Company:** Jordan Park Group - **Location:** San Francisco California, United States - **Posted:** 2025-09-24 - **Last confirmed live:** 2026-09-09 - **Apply:** https://job-boards.greenhouse.io/jordanparkgroup/jobs/5658191004 ## Job description 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. Financial Analyst - Client Advisory (For Immediate Start) San Francisco, California Program Overview Jordan Park’s Financial Analyst Program is a two-year experience that provides exposure to all facets of the wealth management business. High-performing analysts will be eligible for a third-year extension as a Senior Analyst and will have the potential opportunity to continue their career as a member of one of the firm’s functional areas (e.g., Client Advisory, Investment Team, etc.). ## What You’ll Do As a Financial Analyst, you’ll play a critical role in supporting our clients and driving firm initiatives. Responsibilities include: - Generating client investment reports and curating client balance sheets - Financial planning and forward modeling of client balance sheets - Engaging in macroeconomic research including but not limited to asset allocation, trade recommendations, pro forma analysis and/or wealth projections - Performing investment due diligence on various third-party managers or deals for inclusion in client portfolios - Participating in day-to-day operational management of the portfolio - Tracking capital account balances and transactions using third party data aggregation systems - Working with custodian client service and partner advisory (tax, legal, etc.) teams to complete client requests - Reviewing and preparing administrative documentation - Creating and maintaining client files in firm CRM and other systems ## About You - 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 - 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 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, resourceful, and adaptable in the face of challenges Considered but not required: - Business, economics, or finance major - Aptitude for learning new technologies - Previous financial services experience ## Compensation & Benefits 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 San Francisco, California will be $100,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs. Our benefits package includes: - Medical, dental & vision insurance – 100% of premium covered for employees - 401k participation with employer contribution - Generous paid time off - Commuter benefits program (pre-paid tax dollars towards your commute) - Fitness Reimbursement - Annual Professional Development and Mindfulness Stipend 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](https://jordanpark.com/privacy/) Jordan Park is an SEC-registered investment adviser (RIA). ## About Jordan Park Group ## Core Business - **Primary Industry**: Financial Services – Wealth Management, Investment Advisory, Family Office Advisory - **Target Customers**: High-net-worth individuals, families, entrepreneurs, and institutions (B2C/B2B hybrid, with a focus on ultra-high-net-worth clients) - **Mission Statement**: "Our mission is to enhance lives and legacies." ## Products & Services - **Investment Management**: Tailored portfolio construction and strategic asset allocation across public and private markets. - **Wealth & Financial Advisory**: Comprehensive financial planning, tax strategy, estate planning, and philanthropic advisory. - **Impact Advisory**: Helping clients align investments with their values and philanthropic goals. - **Operational Excellence & Professional Network**: Curated resources and operational support to manage complex financial lives. - **Liquid Markets & Portfolio Implementation**: Execution and trading services for liquid asset classes. - **Technology & Data Platform**: Internal tools (Salesforce, Snowflake, Python, AI applications) to support client analytics and portfolio management. ## Market Standing - **Valuation/Market Cap**: Not publicly available (private company) - **Key Metric**: Approximately 154 employees (as of mid-2026); headcount grew 12.6% year-over-year - **Notable Investors/Partners**: Not disclosed (no external funding rounds found; likely privately funded by founders or client capital) - **Growth Signals**: - Active job postings up 116.7% year-over-year (13 open roles as of July 2026) - Recent hires from Goldman Sachs (26 alumni), BlackRock (7), ICONIQ (7) - Expansion of technology roles (Data Platform, AI Applications, Salesforce Developer) - Presence in San Francisco, New York, and Portsmouth, NH ## Competitive Advantages - **Purpose-Driven Model**: Focus on "enhancing lives and legacies" rather than pure asset accumulation, appealing to purpose-oriented clients. - **Comprehensive Service**: Combines investment management with operational support, philanthropic advisory, and a curated professional network – a full-service family office experience. - **Experienced Team**: Team members come from top firms like Goldman Sachs, BlackRock, and Fidelity, bringing deep expertise. - **Technology Investment**: Active development of internal data platforms and AI applications (Kubernetes, Snowflake, dbt, Python) to improve client outcomes. ## Strategic Focus - **Technology & AI**: Expanding data platform and AI capabilities (job postings for Senior Associate, Software Engineer – Data Platform & AI Applications). - **Talent Growth**: Aggressively hiring across client advisory, investment strategy, and technology teams. - **Client Experience**: Enhancing the holistic wealth management offering through operational excellence and curated professional networks. - **Impact Investing**: Growing impact advisory practice to meet client demand for values-aligned investing. ## Why Work Here - **Culture**: Described as a "diverse collective" of "empathetic problem solvers" who embrace complexity. Focus on collaboration and purpose. - **Work Policy**: Hybrid/office presence expected (multiple offices in San Francisco, New York, and Portsmouth). Job postings specify locations. - **Perks & Engineering Culture**: Technology team works with modern stack (Kubernetes, Snowflake, dbt, Python, Looker, Salesforce). Opportunity to build data platforms and AI applications in a financial services context. - **Growth Potential**: Rapidly growing firm (12.6% YoY headcount growth, 116.7% increase in job postings) offering career advancement opportunities. - **Mission-Driven**: Employees can directly contribute to enhancing clients' lives and legacies. ## Sources 1. [jordanpark.com](https://jordanpark.com/) 2. [jordanpark.com/about](https://jordanpark.com/about/) 3. [jordanpark.com/careers](https://jordanpark.com/careers/) 4. [Greenhouse Job Board](https://job-boards.greenhouse.io/jordanparkgroup) 5. [LinkedIn Company Page](https://www.linkedin.com/company/jordanpark) ## Other roles at Jordan Park Group - [Summer Financial Analyst](https://feeny.ai/job/summer-financial-analyst-jordan-park-group-new-york-new-york-ab19afc6zstr) — New York New York, United States / San Francisco California, United States - [Senior Associate/Vice President - Lead Software Developer](https://feeny.ai/job/senior-associate-vice-president-lead-software-developer-jordan-park-group-san-xbd663zf8vnb) — San Francisco California, United States - [Senior Analyst, People](https://feeny.ai/job/senior-analyst-people-jordan-park-group-san-francisco-california-tgn5hyzmm98x) — San Francisco California, United States - [Senior Associate/Vice President, Capital Markets - Quantitative & Structured Solutions](https://feeny.ai/job/senior-associate-vice-president-capital-markets-quantitative-structured-8pktec1m09ef) — New York New York, United States - [Associate, Office Administration](https://feeny.ai/job/associate-office-administration-jordan-park-group-new-york-new-york-ed2y9njsg6ss) — New York New York, United States - [Senior Associate, Software Engineer – Data Platform & AI Applications](https://feeny.ai/job/senior-associate-software-engineer-data-platform-ai-applications-jordan-park-fj1bj4zwcszh) — San Francisco California, United States - [Associate, Business Development](https://feeny.ai/job/associate-business-development-jordan-park-group-san-francisco-california-q5mwtg5v61qz) — San Francisco California, United States - [Associate / Senior Associate, Client Service - SF](https://feeny.ai/job/associate-senior-associate-client-service-sf-jordan-park-group-san-francisco-avsw940skzhg) — San Francisco California, United States