Jordan Park Group
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The Senior Analyst, Consolidated Reporting role supports the Client Reporting team, focusing on alternative asset tracking, transaction posting, external data accuracy, and collaboration with various teams to meet client reporting needs. Responsibilities include oversight of external data vendors and conducting data audits.
The Senior Associate of Compliance will manage critical regulatory processes, ensure compliance with obligations, oversee the firm’s compliance training program, and provide compliance oversight for investment activities and client onboarding, among other responsibilities. The role also involves creating and maintaining policies and procedures and managing audit reviews.
The Senior Associate, Product Manager will design and deliver features for the internal advisor technology platform, conduct requirements discovery, write functional specifications, and design vendor integrations. This role involves driving strategic direction, prioritizing processes, and engaging cross-team stakeholders.
The Senior Associate of Compliance will oversee regulatory compliance for the firm, including developing and maintaining policies, managing filings, training programs, and ensuring the firm meets its regulatory obligations, especially in wealth management and private fund activities.
The Senior Analyst will support the management team at Jordan Park by aiding decision-making, curating management meetings, providing briefings, drafting content on industry trends, and contributing to business development efforts. This role offers exposure to senior leaders in the private wealth management space, focusing on operational efficiency and strategy development.
The Senior Analyst in Portfolio Implementation will support the Portfolio Management Team in monitoring and managing client investments, executing trades, rebalancing portfolios, and ensuring compliance with client guidelines. The role involves utilizing proprietary tools, collaborating with sub-advisors, assisting in client onboarding, and optimizing trading processes.
The Associate will support the Client Advisory Team by providing strategic financial and investment advice, building client relationships, interpreting communications between Mandarin and English, and serving as a project manager for client-related initiatives.
The Lead Python Full-Stack Engineer will enhance investment advisory products by developing application code and web UI features, focusing on portfolio management and analytics. The role involves supporting critical production systems and requires a collaborative and adaptable individual with strong communication skills.
The Senior Analyst in Impact will support ESG integration and impact investing efforts, including sourcing opportunities, due diligence, investor reporting, and data analysis. The role involves coordinating with multiple teams, conducting research, and preparing presentations and reports related to ESG. Strong analytical skills and experience in relevant fields are essential.
The Senior Analyst, Impact will support impact investing and ESG integration activities. Responsibilities include sourcing investment opportunities, conducting due diligence, preparing investor reports, and managing data related to ESG monitoring and analysis. Collaboration with various internal teams and external stakeholders is key in this multifaceted role.