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Associate, Portfolio Implementation - NY at Jordan Park Group - ApplyBlast

Associate, Portfolio Implementation - NY

Jordan Park Group

6 months ago

New York, New York

Onsite

Full Time

Junior

0 applicants

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About this role

Jordan Park is seeking an Associate‑level Portfolio Implementation Specialist in New York to support the management and execution of client investment portfolios across multiple asset classes. The role involves collaboration with investment teams, supporting client requests, and contributing to system and workflow improvements. The position offers opportunities to work in a dynamic investment advisory environment with a focus on teamwork, service, and excellence.

Skills

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.