Summer Analyst - SF

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.

2026 Summer Analyst
San Francisco, California

Jordan Park’s Summer Analyst Program is a 9-week experience that introduces participants to all facets of wealth management and financial services. Projects may span from researching various industries, developing financial tools, enhancing the client experience, and more. We have offices located in San Francisco, California, New York, New York, and Portsmouth, New Hampshire.

Your Role

Summer Analyst responsibilities include, but are not limited to:

• Engaging in macroeconomic research including but not limited to asset allocation, trade recommendations, pro forma analysis and/or wealth projections
• Collaborating with cross-functional teams to develop solutions that enhance client experience and improve firm processes
• Working closely with Financial Analysts on day-to-day activities such as client reporting and portfolio operational management
• Reviewing and preparing client-facing materials and administrative documentation
• Designing financial tools and resources for internal use
• Utilizing firm CRM software and other platforms to gather and organize client data
• Completing a case study that resembles a client situation

About You

• Rising senior pursuing a bachelor’s degree (graduating class of 2027)
• Available for the entire duration of the 9-week program starting June 15, 2026, to August 14, 2026
• Proficient in Microsoft Office, especially Excel, PowerPoint, Word, and Outlook
• Ability to manage time effectively and meet deadlines
• Effective communicator with a broad range of stakeholders
• Strong attention to detail with excellent organizational skills
• Seek to understand how the smallest details fit into the “big picture” of our service to clients
• Discreet and professional 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

• Motivated by helping others and contributing to a mission-driven firm

• Curious and eager to learn
• Resilient, resourceful, and adaptable in the face of challenges

Additional Details

Jordan Park is structured across four key business areas:

1. Client Experience – strategic advice, engagement management, and daily client operations
2. Investment Advisory – oversight of investment strategies and portfolio management
3. Business Infrastructure – management of firmwide operations and business processes
4. Jordan Park Trust Company – design and delivery of robust trust and estate planning solutions

As a Summer Analyst, you will gain exposure to multiple areas of the business, including client service, investment management, impact investing, and operations. You’ll work closely with professionals across the firm to complete high-impact projects and contribute to strategic initiatives.

At the conclusion of the program, Summer Analysts may be offered a position in Jordan Park’s two-year Analyst Program upon graduation. Top performers may be eligible for a third-year extension and the opportunity to build a long-term career at the firm.

Summer Analysts are compensated at a rate of $40 per hour and are eligible for overtime.

This application will close on September 30^th, 2025.

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).