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.
Our mission is to enhance lives and legacies.
Associate, Software Engineer – Data Platform
San Francisco, California
The Opportunity
Jordan Park is seeking a Technology & Data Engineering Associate to advance our data platform and data quality initiatives. This role operates at the intersection of data engineering, analytics, data quality management, and AI enablement.
The Associate will design, build, and maintain production-grade data systems while partnering directly with executives, investment teams, operations, and client service professionals to drive measurable business outcomes. This is a hands-on technical role with meaningful ownership and visibility.
Your Role
- Data Platform
- Design, build, and maintain production-grade SQL data pipelines (e.g., dbt + Snowflake + Python)
- Develop and manage orchestration workflows (Airflow or equivalent)
- Create data ingestion processes and API integrations
- Monitor pipeline reliability and performance; proactively resolve issues
- Data Quality & Controls
- Develop deep expertise in firm data, systems, and processes
- Design reconciliation frameworks across systems and automate data validation/exception reporting
- Perform detailed variance analysis and root cause investigations
- Partner with operations and finance teams to ensure reporting integrity
- Analytics & Business Intelligence
- Architect and maintain Tableau dashboards used across the firm
- Train and support internal stakeholders on self-service analytics
- Python Development & Automation
- Develop Python-based tools for API integrations, data transformations, ad-hoc in-house applications & tooling
- Build reusable modules and maintain code standards
- Create automation solutions that reduce manual operational effort
- Projects & Communication
- Work closely with the Chief Technology Officer (CTO) to deliver clear executive summaries of data findings, operational trends, etc.
- Document project discovery and project management artifacts
- Translate technical work into business impact
- Present findings to senior leadership
Qualifications
Required:
- Bachelors degree with 3–5 years of experience in Data Engineering, Analytics, Business Intelligence or related technical role
- Advanced SQL proficiency (production-level experience)
- Experience with dbt and Snowflake (or similar modern data stack)
- Strong Python skills for data engineering and automation
- Experience with Tableau or similar BI platform
- Strong written and verbal communication skills
- A positive, helpful and can-do attitude
Preferred:
- Experience in wealth management, asset management, fintech, or financial services
- Familiarity with Salesforce reporting and CRM data models
- Experience building AI workflows or internal GPT tools
- Experience with cloud infrastructure (AWS preferred)
Compensation & Benefits
Compensation 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. The expected base salary for this role in San Francisco, California will range from $100,000 to $120,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Our benefits package includes:
- Medical, dental & vision insurance – 100% of premium covered for employees
- 401k participation with employer contribution
- Generous paid time off
- Commuter benefits program (pre-paid tax dollars towards your commute)
- Fitness Reimbursement
- Annual Professional Development Stipend
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).
Top Skills
What We Do
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.
Our mission is to enhance lives and legacies
