Analyst - NH

Analyst | Portsmouth, NH

Jordan Park's Financial Analyst Program is a two-year experience that provides exposure to all facets of the wealth management business. High-performing analysts will be eligible for a third-year extension as a Senior Analyst and will have the potential opportunity to continue their career as a member of one of the firm's functional areas (e.g., Client Advisory, Investment Team, etc.). Our Financial Analysts are critical members of the team helping to serve our clients and drive the business.

Your Role

Financial Analyst responsibilities include, but are not limited to:

• Generating client investment reports and curating client balance sheets
• Financial planning and forward modeling of client balance sheets
• Engaging in macroeconomic research
• Performing investment due diligence on various third-party managers or deals for inclusion in client portfolios
• Participating in day-to-day operational management of the portfolio
• Tracking capital account balances and transactions using third party data aggregation systems
• Working with custodian client service and partner advisory (tax, legal, etc.) teams to complete client requests
• Reviewing and preparing administrative documentation
• Creating and maintaining client files in CRM and other systems

About You

• Hold a bachelor's degree or will hold one upon your hiring date
• Have between 0- and 3-years' work experience
• Are comfortable with Microsoft Office, especially skilled in Excel, PowerPoint, Word, and Outlook
• Have experience serving and working with clients
• Can communicate effectively with a broad range of stakeholders
• Pay attention to the details and produce accurate work product
• Seek to understand how the smallest details fit into the "big picture" of our service to clients
• Are discreet in handling sensitive and confidential information
• Love taking on challenges and finding creative solutions; continue searching until you find the right answer
• Work well independently and as part of a team
• Genuinely like helping people
• Are hungry to learn
• Are resilient and don't get flustered easily

Considered but not required:

• Business, economics, or finance major
• Aptitude for learning new technologies
• Previous financial services experience

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits, and other perks. We apply a total reward philosophy when determining compensation terms.

Our benefits package includes:

• Medical, dental & vision insurance – 100% of premium covered for employees
• 401k participation with employer contribution
• Generous paid time off
• Commuter benefits program (pre-paid tax dollars towards your commute)
• Fitness Reimbursement
• Annual Professional Development and Mindfulness Stipend