ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Associate, Investment Strategy at Jordan Park Group - ApplyBlast

Associate, Investment Strategy

Jordan Park Group

8 months ago

San Francisco, CA

Onsite

Full Time

Medior

4 applicants

View Job Listing

Apply to 100+ jobs

About this role

Associate on the Investment Strategy team supporting Jordan Park’s advisory business in San Francisco. The role contributes to top-down portfolio construction, strategic and tactical asset allocation, and macro and capital markets research. It also involves translating investment insights into a proprietary client portfolio management system and supporting its ongoing enhancements.

Skills

Qualifications

Degree in Related FieldCFA (Charterholder or In Progress)

About Jordan Park Group

jordanpark.com

Headquarters

San Francisco, California, United States

Company Size

51-200 employees

Founded

2017

View Profile

Jordan Park is an independent UK-based wealth management and financial planning firm that helps individuals, families, trustees and charities align their wealth with their purpose. They provide bespoke investment management, retirement and tax planning, and holistic financial advice with an emphasis on personalised strategies and ongoing portfolio oversight. Branded around the motto "Your wealth — propelled by your purpose," the firm blends fiduciary discipline with options for sustainable and impact-focused investing. Jordan Park serves high-net-worth clients and intermediaries with advice-led, long-term wealth solutions.