Summer Financial Analyst

New York, New York, United States; San Francisco, California, United States. Posted 2 months ago

The role

Summer Analysts work alongside professionals on client, investment, and strategic projects. You will gain in-depth experience working with an Advisory team to develop analytical, technical, and professional skills.

What you will do

Support investment, portfolio and financial analysis
Partner with team members on client reporting and portfolio-related activities
Contribute to cross-functional projects for client experience or strategic initiatives
Prepare and review client-facing presentations and analyses
Develop financial tools, analyses and resources
Use AI and other emerging technologies to solve problems and improve processes

Required qualifications

Rising senior pursuing a bachelor's degree
Graduating in 2028
Working proficiency with Microsoft Office, particularly Excel and PowerPoint

Nice to have

Previous coursework or experience in finance

Benefits

Structured onboarding and training program
Exposure to professionals and leaders
Educational programming
Ongoing coaching and feedback
Capstone experience

Before you apply

Must be a rising senior graduating in 2028
Application deadline is September 30th, 2026

About the company

Jordan Park provides investment management and financial advice to individuals, families, and institutions. Their mission is to enhance lives and legacies.