Summer Analyst, Operations

Jordan Park provides comprehensive investment and financial advice to a targeted community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. We are empathetic problem solvers with depth and diversity of experience. We embrace complexity, shoulder problems, and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.

2025 Summer Analyst, Operations Portsmouth, New Hampshire

Jordan Park’s Summer Analyst (Operations) Program is a 9-week experience that introduces participants to a variety of operational aspects of financial services. Projects will span from developing audits and financial tools to enhancing the client experience, and more.

Your Role

Our Operations team is responsible for ensuring data accuracy, risk reduction, improved controls, and process improvement. Summer Analyst (Operations) responsibilities will include, but are not limited to:

• Coordinating and engaging with different teams to provide solutions to the Jordan Park client base while enhancing different processes throughout the firm
• Working with the Operations team to provide streamlined solutions to data and reporting issues
• Working in our Wealth Management and CRM platforms to gather and organize information across large data sets and research and resolve anomalies
• Working closely with the Client Reporting, Trust Services, and Advisory teams to ensure system data meets their client reporting needs
• Completing a case study around the improvement of a current operational process through automation
• Working in our Trust Accounting and CRM platforms to gather and organize information, developing solutions for automation of recurring task reminders and account reviews
• Learning and supporting client transaction activity

About You

• Are currently pursuing a college or university degree and are a rising senior
• Are available for the entire duration of the 9-week program from June 9, 2025 to August 8, 2025
• Are 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
• 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

Additional Details

Functionally, the Firm is organized across 4 key business areas. These include: 1) Client Experience, responsible for strategic advice and engagement management as well as day-to-day client interaction and operations, 2) Investment Advisory, responsible for managing and monitoring client investment assets, 3) Business Infrastructure, responsible for managing and operating the Firm’s business activities and 4) The Jordan Park Trust Company responsible for developing and implementing robust trust solutions.

At the conclusion of the program, Summer Analysts may be offered a full time, Analyst, Operations position on Jordan Park’s Operations team upon graduation the following year.

We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.

Jordan Park is always seeking great talent.  We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability.  We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice

Jordan Park is an SEC-registered investment adviser (RIA).