Summary

The Summer Analyst at Jordan Park will engage in macroeconomic research, collaborate with different teams, work closely with Financial Analysts, create financial tools, gather and organize data, complete a case study, and potentially be offered a position in the two-year Analyst Program upon graduation.

Requirements

Currently pursuing a college or university degree and are a rising senior
Available for the entire duration of the 9-week program starting June 9, 2025 to August 8, 2025
Comfortable with Microsoft Office, especially skilled in Excel, PowerPoint, Word, and Outlook
Able to meet deadlines
Can communicate effectively with a broad range of stakeholders
Strong attention to the details; accurate and organized
Seek to understand how the smallest details fit into the “big picture” of our service to clients
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 resilient and don’t get flustered easily

Responsibilities

Engaging in macroeconomic research including but not limited to asset allocation, trade recommendations, pro forma analysis and/or wealth projections
Coordinating and engaging with different teams to provide solutions to the Jordan Park client base while enhancing different processes throughout the firm
Working closely with Financial Analysts to participate in and be exposed to day-to-day activities such as generating client reports and operational management of client portfolios
Reviewing and preparing client-facing materials and administrative documentation
Creating financial tools that will be used by Jordan Park employees at its completion
Working in CRM and other systems to gather and organize data
Completing a case study that resembles a client situation

Benefits

The expected base salary for this role in New York, New York will range from $75,000 – $85,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs

Jordan Park Group is hiring a Summer Analyst