Full-Time

Senior Associate/Vice President

Capital Markets, Quantitative & Structured Solutions

Updated on 9/4/2026

Jordan Park

Jordan Park

51-200 employees

Investment management and financial advisory services

Compensation Overview

$150k - $200k/yr

+ Discretionary year-end bonus

New York, NY, USA

In Person

Category
Finance & Banking (1)
Required Skills
Risk Management
Excel/Numbers/Sheets

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Requirements
  • 5–8 years of experience in investment banking, capital markets, derivatives, structured products, or financial engineering
  • Strong background in equity derivatives, structured solutions, or portfolio hedging
  • Experience designing or executing strategies involving options, collars, forwards, or financing solutions
  • Ability to translate complex balance sheet problems into structured, implementable solutions
  • Strong analytical and modeling skills with Microsoft Excel required; programming skills are a plus
  • Comfortable operating across product development, execution, and client-facing work
  • Highly organized, detail-oriented, and able to manage multiple stakeholders
  • Clear communicator with strong problem-solving instincts and intellectual curiosity who is comfortable in front of clients and senior stakeholders
  • Proven track record presenting recommendations directly to clients and responding to real-time questions and challenges
Responsibilities
  • Design and structure bespoke strategies across hedging, monetization, and diversification
  • Develop and iterate on new platform capabilities and investment solutions
  • Build financial models and scenario analyses across options, derivatives and structured products
  • Lead diligence and underwriting of external managers and solution providers
  • Coordinate end-to-end execution across banks, custodians, and sub-advisors
  • Interface with counterparties to source pricing and optimize implementation
  • Support ongoing monitoring, re-underwriting, and optimization of strategies
  • Ensure consistency, scalability, and quality of delivery across the platform
  • Partner with advisors on complex balance sheet scenarios and client suitability
  • Participate in client discussions on concentrated positions, liquidity, and risk management
  • Translate technical strategies into clear, actionable client insights
  • Develop internal education materials and support firmwide training
  • Build and maintain relationships with banks, asset managers, and structured solution providers
  • Stay at the forefront of market developments across options, derivatives and structured solutions
Desired Qualifications
  • Experience with Python, R, or other programming languages is a plus
  • Formal programming experience is desirable

Jordan Park provides investment management and financial advice to individuals, families, and institutions, helping clients manage money and plan for their goals. Its team of empathetic problem solvers delivers personalized investment management and financial planning tailored to each client's needs and legacy goals. The firm emphasizes a distinct community and depth of experience, focusing on navigating complexity and aligning strategies with clients’ life outcomes. The goal is to enhance clients’ lives and legacies by helping them achieve meaningful financial outcomes for themselves and their causes.

Company Size

51-200

Company Stage

N/A

Total Funding

$247.8M

Headquarters

San Francisco, California

Founded

2017

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Simplify Jobs

Simplify's Take

What believers are saying

  • Jordan Park raised $70.9M for its impact fund on November 5, 2025.
  • Recent filings show AUM still at $23.3B as of July 8, 2026.
  • A June 2026 Senior Associate hire signals continued client-advisory expansion.

What critics are saying

  • Forty-five percent of AUM sits at Fidelity, creating major custody concentration risk.
  • Stockzoa shows $265M net selling and AUM down 4.99%, pressuring performance perception.
  • A talent failure could trigger client defections, because the business depends on relationship managers.

What makes Jordan Park unique

  • Jordan Park manages $23.3B across 4,487 accounts, serving ultra-wealthy families.
  • Its client mix skews to high-net-worth individuals, charities, and pooled vehicles.
  • The firm combines private-wealth management with impact and real-asset fund strategies.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Paid Vacation

Commuter Benefits

Fitness Reimbursement

Professional Development Budget

Company News

VCNewsDaily
Sep 14th, 2022
Ethic Scores $50M In Series C

Ethic Scores $50M in Series C Back to Home. NEW YORK, NY, Ethic, a tech-driven asset management platform, has closed a $50 million Series C funding round led by the Jordan Park Group

Yahoo Finance
Jun 30th, 2022
Matter Health Raises $35 Million in Series A to Solve Health Crisis at Home for Older Adults

NASHVILLE, Tenn., June 29, 2022--Matter Health today announced a $35 million Series A financing led by the Jordan Park Group, helping further a remarkable new model of primary care focused on solving the health crisis at home for older adults.

MedSpace USA
Jun 30th, 2022
Jordan Park Group invested into Matterhealthcare in $35M on Jun 29th 22'.

Matter Health has closed on a $35 million round of funding, led by San Francisco-based Jordan Park Group, Matter Health co-founder and CEO Mason Mercy said in an exclusive interview.

Business Wire
Jun 29th, 2022
Matter Health Raises $35 Million In Series A To Solve Health Crisis At Home For Older Adults

NASHVILLE, Tenn.--(BUSINESS WIRE)--Matter Health today announced a $35 million Series A financing led by the Jordan Park Group, helping further a remarkable new model of primary care focused on solving the health crisis at home for older adults. Matter Health’s unique model brings a total healthcare solution directly to patients through partnerships with affordable housing developments where Matter operates primary care clinics embedded within the community. Clinics offer holistic, preventative primary care to older adults who qualify for both Medicare and Medicaid