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Investment Strategy Associate

Jordan Park GroupSan Francisco, California, United States
On-site Full-time $120K/yr - $150K/yr

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Key Responsibilities:Maintain and enhance our strategic and tactical asset allocation models within our system. Conduct annual evaluations and updates of capital market assumptions across various asset classes. Model commitment amounts for illiquid investments, aligning with client needs and risk profiles. Familiarize yourself with client portfolios and aid in establishing a framework for standardizing customizations. Collaborate with team members, including developers and traders, to design, implement, and test improvements to our client portfolio management system. Effectively communicate our investment strategy and portfolio construction methodology to advisors and clients. Analyze and present performance metrics of model and client portfolios to elucidate performance drivers. Contribute to client materials and presentations related to our investment framework and model asset allocations, ensuring compliance with data sources and disclosures. Act as backup for trade approvals, supporting our liquid portfolio management efforts. Identify workflow inefficiencies and recommend improvements.

About the job

At Jordan Park, we specialize in providing investment management and financial guidance to a select group of individuals, families, and institutions. Our clients are notable contributors to business, philanthropy, government, and society. We pride ourselves on our team's depth and diversity, leveraging our collective experience to navigate complexities and empower our clients to achieve their financial goals.

Our mission is to enhance lives and legacies.


Position: Investment Strategy Associate
Location: San Francisco, California

We are looking for a talented investment professional in San Francisco to support the growth of our advisory firm. As an Associate in the Investment Strategy team, you will be integral to the portfolio construction process, asset allocation, and macroeconomic research. You'll help translate these insights into actionable strategies through our proprietary client portfolio management system. This role requires collaboration across all team areas, delivering subject matter expertise to meet client objectives and assisting in the development of our system's next iteration.

About Jordan Park Group

Jordan Park Group is dedicated to providing exceptional investment management and financial advisory services to a unique community of clients. Our commitment to empathy, teamwork, and excellence shapes our approach, enabling clients to navigate challenges and achieve their desired outcomes.

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