Summer Analyst, Operations - NH
Jordan Park Group(28 days ago)
About this role
The Summer Analyst (Operations) is a 9-week internship at Jordan Park introducing participants to operational aspects of financial services, with emphasis on data accuracy, controls, and process improvement. The program exposes interns to cross-functional teams and systems used in client reporting, trust services, and advisory work. Successful participants may be considered for a full-time role beginning July 2027.
Required Skills
- Data Analysis
- Process Improvement
- Client Reporting
- CRM
- Trust Accounting
- Wealth Management
- Excel
- PowerPoint
- Communication
- Time Management
+6 more
Qualifications
- Bachelor's Degree (expected 2027)
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.
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