Jordan Park Group
Summer Analyst, Operations - NH
Jordan Park Group, Portsmouth, New Hampshire, United States, 00215
2026 Summer Analyst, Operations
Portsmouth, New Hampshire, United States
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.
Jordan Park’s Summer Analyst (Operations) Program is a 9‑week experience that introduces participants to a variety of operational aspects of financial services. Projects will span from developing audits and financial tools to enhance the client experience, and more.
Your Role Our Operations team is responsible for ensuring data accuracy, risk reduction, improved controls, and process improvement. Summer Analyst (Operations) responsibilities will include, but are not limited to:
Coordinating and engaging with different teams to provide solutions to the Jordan Park client base while enhancing processes throughout the firm
Working with the Operations team to provide streamlined solutions to data and reporting issues
Working in our Wealth Management and CRM platforms to gather and organize information across large data sets and research and resolve anomalies
Working closely with the Client Reporting, Trust Services, and Advisory teams to ensure system data meets their client reporting needs
Working in our Trust Accounting and CRM platforms to gather and organize information, developing solutions for automation of recurring task reminders and account reviews
Learning and supporting client transaction activity
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
At the conclusion of the program, Summer Analysts may be offered a full‑time position at Jordan Park to start July 2027.
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.
Jordan Park is an SEC‑registered investment adviser (RIA).
#J-18808-Ljbffr
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.
Jordan Park’s Summer Analyst (Operations) Program is a 9‑week experience that introduces participants to a variety of operational aspects of financial services. Projects will span from developing audits and financial tools to enhance the client experience, and more.
Your Role Our Operations team is responsible for ensuring data accuracy, risk reduction, improved controls, and process improvement. Summer Analyst (Operations) responsibilities will include, but are not limited to:
Coordinating and engaging with different teams to provide solutions to the Jordan Park client base while enhancing processes throughout the firm
Working with the Operations team to provide streamlined solutions to data and reporting issues
Working in our Wealth Management and CRM platforms to gather and organize information across large data sets and research and resolve anomalies
Working closely with the Client Reporting, Trust Services, and Advisory teams to ensure system data meets their client reporting needs
Working in our Trust Accounting and CRM platforms to gather and organize information, developing solutions for automation of recurring task reminders and account reviews
Learning and supporting client transaction activity
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
At the conclusion of the program, Summer Analysts may be offered a full‑time position at Jordan Park to start July 2027.
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.
Jordan Park is an SEC‑registered investment adviser (RIA).
#J-18808-Ljbffr