{"id":878028,"url":"https://alion.io/job/jordanparkgroup-financial-analyst-client-advisory","title":"Financial Analyst, Client Advisory","company":{"id":720327,"name":"Jordanpark","domain":"jordanpark.com","url":"https://alion.io/company/jordanpark","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":75,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-29T05:49:05Z"}},"role":"Sales","role_family":"Sales","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["San Francisco, United States","New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":100000,"max":null,"currency":"USD","period":"year","gross":null,"usd_annual":100000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2025-09-24T13:27:46Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-10-29T08:37:21Z","board_verified":true,"closed_at":null,"days_open":399,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":399},"description":"Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.\nOur mission is to enhance lives and legacies.\nFinancial Analyst - Client Advisory (For Immediate Start)\nSan Francisco, California\n\nProgram Overview\nJordan 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.).\nWhat You’ll Do\nAs a Financial Analyst, you’ll play a critical role in supporting our clients and driving firm initiatives. Responsibilities include:\nGenerating client investment reports and curating client balance sheets\nFinancial planning and forward modeling of client balance sheets\nEngaging in macroeconomic research including but not limited to asset allocation, trade recommendations, pro forma analysis and/or wealth projections\nPerforming investment due diligence on various third-party managers or deals for inclusion in client portfolios\nParticipating in day-to-day operational management of the portfolio\nTracking capital account balances and transactions using third party data aggregation systems\nWorking with custodian client service and partner advisory (tax, legal, etc.) teams to complete client requests\nReviewing and preparing administrative documentation\nCreating and maintaining client files in firm CRM and other systems\nAbout You\nHold a bachelor’s degree or will hold one upon your hiring date\nHave between 0- and 3-years’ work experience\nHave strong Excel, PowerPoint, Word, and Outlook\nHave experience serving and working with clients\nCan communicate effectively with a broad range of stakeholders\nAre detail-oriented with a strong sense of accuracy and accountability Seek to understand how the smallest details fit into the “big picture” of our service to clients\nAre discreet in handling sensitive and confidential information\nLove taking on challenges and finding creative solutions; continue searching until you find the right answer\nWork well independently and as part of a team\nGenuinely like helping people\nAre hungry to learn\nAre resilient, resourceful, and adaptable in the face of challenges\nConsidered but not required:\nBusiness, economics, or finance major\nAptitude for learning new technologies\nPrevious financial services experience\nCompensation & Benefits\nCompensation 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.\nThe expected base salary for this role in San Francisco, California will be $100,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.\nOur benefits package includes: \nMedical, dental & vision insurance - 100% of premium covered for employees\n401k participation with employer contribution\nGenerous paid time off \nCommuter benefits program (pre-paid tax dollars towards your commute)\nFitness Reimbursement\nAnnual Professional Development and Mindfulness Stipend\nWe 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.\nJordan 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.\nFor information about our privacy practices, including disclosures for California residents, please see our Privacy Notice\nJordan Park is an SEC-registered investment adviser (RIA).","description_format":"text","description_chars":4514,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Professional development","Vision insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-13T22:14:28Z"}],"visa":[],"liveness":{"score":4,"band":"cold","label":"Long shot","p_open":1,"p_active":0.126,"p_room":0.28,"age_days":399,"expected_fill_days":24,"reasons":["conf:1","win:tail","crowd:"],"computed_at":"2026-10-29T05:49:05Z"},"pay":{"stated_usd_annual":100000,"is_top_pay":false},"html_url":"https://alion.io/job/jordanparkgroup-financial-analyst-client-advisory","json_url":"https://alion.io/job/jordanparkgroup-financial-analyst-client-advisory.json","meta":{"generated_at":"2026-10-29T09:55:14Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":14993,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-30T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":720327},"rest":"https://alion.io/mcp/rest/get_company?id=720327"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fjordanparkgroup-financial-analyst-client-advisory"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fjordanparkgroup-financial-analyst-client-advisory"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fjordanparkgroup-financial-analyst-client-advisory"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/jordanparkgroup-financial-analyst-client-advisory\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fjordanparkgroup-financial-analyst-client-advisory"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":878028}},{"tool":"search_jobs","arguments":{"company":"jordanpark.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":878028},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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