Associate, Investment Strategy
Jordan Park Group
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
About Jordan Park Group
jordanpark.comJordan 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.
Recent company news
Santa Clara UniversityKatherine Seely
Jul 27, 2024
GlobeNewswireJordan Park Group Gains Approval for Perspecta Trust Acquisition from New Hampshire Banking Department
Nov 13, 2020
citybizBoston Basketball Partners Announces Sale of Boston Celtics to Group Organized by William Chisholm for $6.1 Billion
Mar 20, 2025
Bloomberg.comBill Chisholm Group Reaches $6.1 Billion Deal to Buy Boston Celtics
Mar 20, 2025
pehub.comInvestor group led by STG co-founder William Chisholm to acquire Boston Celtics for $6.1bn
Mar 20, 2025
About Jordan Park Group
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Jordan Park Group.
Salary
$120k – $150k
per year
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