Summer Associate Program
Who:
Founded in 2017, 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. We are 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.
What:
Jordan Park’s Summer Associate Program is a 10-week experience that introduces participants to all facets of client advisory and wealth management. Summer Associates will work directly with the senior members of the Client Advisory team across all facets of client engagement.
Summer Associate responsibilities include, but are not limited to:
- Working closely with a subset of the firm’s Client Advisors to provide comprehensive wealth management advice to ultra-high net worth individuals and families
- Partnering with the Investment Team to recommend and implement strategies to help protect, manage and grow wealth based on the client’s fact pattern and unique needs
- Working with Advisors on new business opportunities to determine and deliver how Jordan Park can help prospective clients achieve their financial ambitions
- Coordinating with the Investment, Client Service and Analyst Teams to deliver portfolio reporting and ad hoc analyses based on Client Advisor and/or client requests
- Financial planning and forward modeling of client balance sheets
- Tackling requests that may be outside of the job description and serving as an advisor on behalf of a family on matters that may go beyond the balance sheet
When:
10-week program: June 12, 2023 – August 18, 2023
Where:
We have offices located in San Francisco, California, New York, New York and Portsmouth, New Hampshire
Why:
The Summer Associate Program allows you to gain valuable experience in financial services with direct exposure to our Client Advisory team.
Jordan Park’s Client Advisory Team is responsible for delivering a differentiated client experience to those we serve. Our Client Advisors coordinate investment, planning, and advice across a range of areas including portfolio construction, risk management, cash flow planning, single stock diversification, tax analysis, trust & estate, philanthropic planning, and other important aspects of our clients’ financial lives.
The program offers exposure to leading entrepreneurs, investors, & philanthropists, the chance to work with a team that cares for each other and is committed to you as an individual, and support for your career, both here and beyond Jordan Park.
It also gives you the chance to join Jordan Park full-time as a Client Advisor upon graduation. Client Advisors are critical to our franchise as they provide meaningful and tailored advice to our clients to help them achieve their unique goals, while planning for future generations and making a difference in the world.
To learn more about Jordan Park, please visit us at www.jordanpark.com.