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Employer: Jordan Park
Analyst – Operations (San Francisco or New Hampshire)Jordan Park provides comprehensive investment and financial advice to a targeted community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. We are empathetic problem solvers with depth and diversity of experience. We embrace complexity, shoulder problems, and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.We are seeking an exceptional Operations Associate in San Francisco or New Hampshire to support the growth of our investment advisory firm. This is an opportunity to work alongside individuals who are united by a strong sense of teamwork, service, and excellence. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities. About the RoleThe Operations Analyst will assist other team members with a broad array of tasks. This position will gain exposure to multiple facets of the business as it is centrally situated within the organization. The Analyst will liaise with the Investment, Client Advisory, Client Service, Technology and Compliance teams by performing the following functions: OperationsProvide regular maintenance of the data residing in AddeparWork with client-facing teams to onboard new clients and accountsMonitor and enhance the processing of investment correspondence by third partiesTake part in implementing a premier tech stack to achieve optimum operational efficiencyRecommend and update policies, procedures, and training materials Data MaintenanceEnsure upstream data is feeding into Addepar appropriatelyRegularly monitor and reconcile data across multiple systems to ensure accuracyCollaborate with vendors to identify, manage, track, and resolve challenging issues ReportingInteract with internal teams to optimize their use of applications and systemsProduce reports for internal teams to make more informed decisionsGenerate, review, troubleshoot and distribute client reports About You 1+ years’ experience working in Finance or FintechBachelor’s degree in finance, computer science, accounting, or related studyPossess a genuine interest in operations, finance, technology, and data analysisKnow your way around Excel to compare and analyze large datasetsTechnically and intuitively minded when it comes to computer systems and applicationsSeek to resolve issues rather than delegate or ignore themStrive to build a more efficient solution to eliminate manual repetition.Highly detail-oriented, accurate, and self-motivatedStrong work ethic and ability to work well both independently and as part of a teamGenuinely like helping othersLove taking on challenges and finding creative solutionsDo not get flustered easilyIf you do not know the answer, you will dig until you find itCommunicate effectively with a broad range of stakeholders and personalitiesDiscreet in handling sensitive and confidential informationAbility to juggle multiple tasks with competing priorities.Excellent verbal and written communication skills. Also considered, but not required:Experience with Addepar or similar financial reporting applicationExperience with financial analysis, investment reporting, or portfolio accountingCoded within Python, SQL, VBA, or APIs to automate, integrate, and streamline tasks and processesExposure to data warehouses, architecture, normalization and ETLJordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records. For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice.