Associate, Investment Strategy

Jordan Park Group(6 days ago)

San Francisco, CA, United States, CaliforniaOnsiteFull TimeMedior$120,000 - $150,000Investment Strategy

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.

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Required Skills

Asset Allocation
Portfolio Construction
Capital Markets
Macroeconomics
Modeling
Performance Attribution
Data Analysis
Excel
Bloomberg
Morningstar

+7 more

Qualifications

Degree in Related Field
CFA (Charterholder or In Progress)

About Jordan Park Group

jordanpark.com

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.