Summer Analyst, Operations

Summary

Join Jordan Park's Summer Analyst (Operations) Program for a 9-week experience introducing participants to operational aspects of financial services.

Requirements

• 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

Responsibilities

• 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