Full-Time

Senior Analyst

Management Team

Confirmed live in the last 24 hours

Jordan Park

Jordan Park

Fintech
Financial Services

Compensation Overview

$100k - $110kAnnually

+ Bonus

Junior, Mid, Senior

San Francisco, CA, USA

Category
Business Research
Strategy Development
Business Development
Business & Strategy
Required Skills
Financial analysis
Salesforce
Marketing
Data Analysis
PowerPoint/Keynote/Slides
Requirements
  • 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: Business, economics, or finance major
  • Considered but not required: Aptitude for learning new technologies
  • Considered but not required: Previous financial services (private banking or wealth management) experience
Responsibilities
  • Support the management team in driving business initiatives, operational efficiency, and strategic planning
  • Provide analytical support to aid decision-making and strategy development
  • Curate weekly 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
  • Create internal educational content for advisor training and Business Development meetings
  • 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

Company Stage

N/A

Total Funding

$247.8M

Headquarters

San Francisco, California

Founded

2017

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing market for tech-driven asset management boosts potential returns for Jordan Park.
  • Community-based healthcare models offer scalable growth opportunities for Jordan Park's investments.
  • Increased focus on older adults' healthcare needs aligns with Jordan Park's investment strategy.

What critics are saying

  • Rising competition in tech-driven asset management may impact Jordan Park's market share.
  • Overexposure to healthcare sector could pose risks if investments don't scale as planned.
  • Dependence on Medicare and Medicaid-focused models may limit diversification for Jordan Park.

What makes Jordan Park unique

  • Jordan Park leads innovative investments in tech-driven asset management and healthcare solutions.
  • Focus on community-integrated healthcare models sets Jordan Park apart from traditional investors.
  • Strategic investments in Medicare and Medicaid-focused companies highlight Jordan Park's unique market approach.

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