Jordan Park Group Benefits Overview

Supports accounting, financial reporting, audits, tax reporting, liquidity forecasting, investor capital activity, and operational processes for private funds. Reviews administrator reporting, reconciles data in Addepar, oversees external providers, coordinates investment onboarding and AML/KYC reviews, and manages custodial relationships. The role also identifies opportunities to improve workflows through AI and automation while ensuring accurate, compliant reporting and high-quality service to internal and external stakeholders.

Develop and maintain proprietary investment portfolio management systems, including web UI, portfolio analytics, rebalancing, and monitoring tools. Build new functionality across the full stack, support critical production systems, and plan large-scale integrations. Collaborate with investment teams, business stakeholders, third parties, and junior team members while ensuring application responsiveness, reliability, and security.

Supports the client experience management team through business analysis, strategic planning, operational improvement, meeting coordination, executive briefings, Salesforce documentation, business development materials, market research, reporting, and special projects. The role collaborates with senior leaders and stakeholders, tracks client and prospect activity, develops thought leadership content, and identifies data-driven opportunities to improve business performance within a private wealth management firm.