Analyst/Senior Analyst, Client Advisory Management Team - SF

The role

The Senior Analyst will support the management team in driving business initiatives, operational efficiency, and strategic planning. This role involves providing analytical support, managing meeting logistics, and creating thought leadership content within the private wealth management business.

What you will do

• Support the management team in driving business initiatives, operational efficiency, and strategic planning
• Provide analytical support to aid decision-making and strategy development
• Support management meetings, overseeing agenda setting, follow-ups, and communication tracking
• Provide daily briefings with key insights for client and prospective client meetings
• Record and log meeting notes in Salesforce
• Draft and monitor emails, ensuring timely follow-ups and task completion
• Author thought leadership content on industry trends
• Contribute to Business Development efforts through meeting material creation, financial analysis, and client engagement
• Monitor market activity and industry trends to identify strategic opportunities
• Design marketing collateral and client qualification processes

Required qualifications

• Bachelor’s degree
• 1- and 2-years work experience
• Comfortable with Microsoft Office, especially skilled in Excel, PowerPoint, Word, and Outlook
• Self-starter who takes ownership and can lead/manage tasks independently
• Highly organized and process oriented
• Commitment to excellence and high level of integrity
• Experience serving and working with clients
• Can communicate effectively with a broad range of stakeholders
• Strong attention to detail
• Discreet in handling sensitive and confidential information
• Work well independently and as part of a team

Nice to have

• Business, economics, or finance major
• Aptitude for learning new technologies
• Previous financial services (private banking or wealth management) experience

Benefits

• Medical, dental & vision insurance – 100% of premium covered for employees
• 401k participation with employer contribution
• Generous paid time off
• Commuter benefits program
• Fitness Reimbursement
• Annual Professional Development Stipend

About the company

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