Jordan Park Group Benefits Overview

Nine-week summer program supporting investment, portfolio, and financial analysis within a wealth management advisory team. Responsibilities include asset allocation research, scenario modeling, wealth projections, client reporting, portfolio activities, financial tool development, presentations, and strategic projects. Analysts collaborate across the firm, use Excel and emerging AI technologies, participate in training and coaching, and present a capstone recommendation. The role is designed for rising college seniors graduating in 2028.

Support People Team priorities through project management, workforce analytics, talent program design and implementation, and operational execution. Build stakeholder partnerships, deliver reporting and engagement insights, and help evolve HR programs and processes. Role will grow into broader business partner and organizational support responsibilities over time.

The role involves providing administrative support to executives, managing schedules, coordinating travel, organizing events, and maintaining office operations. Strong communication and multitasking skills are essential.