Simplify Logo

Full-Time

Senior Analyst

Client Service, NY

Posted on 10/30/2024

Jordan Park

Jordan Park

Fintech
Financial Services

Compensation Overview

$100k - $110kAnnually

+ Bonus

Mid, Senior

New York, NY, USA

Category
Financial Planning and Analysis (FP&A)
Investment Banking
Private Equity
Finance & Banking
Required Skills
Salesforce
Requirements
  • Have at least 2-3 years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi-family office
  • Bachelor's degree preferred
  • Possess a service-oriented mindset and are motivated to help others
  • Are well-organized and deadline-driven
  • Are proactive and possess strong follow-up and organizational skills
  • Pay attention to the details and are accurate without losing sight of the big picture
  • Manage multiple priorities simultaneously
  • Enjoy collaborative environments and communicate effectively with a broad range of stakeholders
  • Enjoy solving problems - if you don’t know the answer, you’ll dig until you find it
  • Love taking on challenges and finding creative solutions
  • Doesn’t get flustered easily
  • Are discreet in handling sensitive and confidential information
  • Work well independently and as part of a team
Responsibilities
  • Providing exceptional service while anticipating client needs and concerns, and proactively delivering solutions for all aspects of client relationships
  • Supporting complex client onboarding and investment account opening processes including subscription documentation for private investments
  • Participate in working with custodian service teams to facilitate client activity
  • Assisting experienced team members as a liaison with client’s other trusted advisors such as accountants, attorneys, lenders and insurance advisors
  • Creating and maintaining client and partner data in Salesforce and other systems
  • Monitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffing
  • Managing risk and assisting the Firm in adhering to regulatory compliance and operational policies and procedures
  • Assisting with managing cash positions, money movements, and private banking services for clients as needed

Company Stage

N/A

Total Funding

$247.8M

Headquarters

San Francisco, California

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Working with Jordan Park Group offers exposure to cutting-edge industries and the opportunity to influence impactful projects like Ethic and Matter Health.
  • The firm's leadership in substantial funding rounds suggests strong financial backing and a commitment to fostering innovation.

What critics are saying

  • The lack of a detailed company description or public information about Jordan Park Group may indicate limited transparency, which could affect stakeholder trust.
  • Investments in niche markets, while innovative, may carry higher risks if these sectors face unforeseen challenges or slow adoption.

What makes Jordan Park unique

  • Jordan Park Group distinguishes itself by leading significant funding rounds in innovative sectors, such as tech-driven asset management and healthcare solutions for older adults.
  • Their investment strategy focuses on transformative models, like Matter Health's community-embedded clinics, which address specific societal needs.

Help us improve and share your feedback! Did you find this helpful?