Jordan Park Group

New York, New York, USA
Total Offices: 3
157 Total Employees
Year Founded: 2017

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Jobs at Jordan Park Group
10 Days Ago
San Francisco, CA, USA
Fintech • Financial Services
The Vice President, Client Reporting will lead client reporting services, ensuring accuracy and timeliness. Responsibilities include driving strategy, managing teams and vendors, overseeing data integrity, and improving processes for better automation. The role involves collaborating with technology partners and maintaining best practices in client reporting.
20 Days Ago
San Francisco, CA, USA
Fintech • Financial Services
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.
Fintech • Financial Services
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.
Fintech • Financial Services
As Vice President of Client Reporting, you will lead the client reporting function, ensuring accuracy and consistency while managing team performance and improving processes. Your focus will be on strategic direction, data integrity, automation, and compliance with regulatory requirements. You will oversee report production and guide best practices, fostering a teamwork culture and managing partnerships with technology staff.
20 Days Ago
San Francisco, CA, USA
Fintech • Financial Services
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.
20 Days Ago
San Francisco, CA, USA
Fintech • Financial Services
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.
20 Days Ago
New York, NY, USA
Fintech • Financial Services
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.