Summer Analyst, Technology - San Francisco - Jordan Park Group

    Jordan Park Group
    Jordan Park Group San Francisco

    1 week ago

    Description

    Summer Analyst, Technology - SF

    Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.

    Our mission is to enhance lives and legacies.

    2026 Summer Analyst, Technology

    Jordan Park's Summer Analyst (Technology) Program is a 9-week experience that offers hands-on experience in developing and supporting technology solutions that drive operational efficiency and enhance client engagement in the wealth management space. This role blends data analytics with hands-on exposure to emerging technologies, including AI tools.

    Your Role

    • Assist in the development and testing of internal tools and client-facing platforms.
    • Support data integration and automation projects by providing quality code and data-driven insights.
    • Document processes, tools, and project outcomes for team knowledge sharing.
    • Create and maintain data sources, create ad-hoc analyses, and build data visualizations.
    • Support AI-related projects, exploring prompt engineering, custom GPTs and/or agent development.

    About You

    • Pursuing a bachelor's or master's degree in computer science, Information Systems, Engineering, or a related field.
    • Available for the entire duration of the 9-week program starting June 15, 2026, to August 14, 2026.
    • Possess Python programming skills, with experience in data analysis tools/libraries like Pandas.
    • Experience with business intelligence tools (e.g., Tableau, Power BI, Looker) for dashboarding and reporting.
    • Proficient in writing SQL queries for data extraction and manipulation.
    • Familiar with AI concepts as an end user such as LLMs and workflow automation.
    • Personal or academic projects that demonstrate creative applications of AI, including prompt engineering, custom GPTs or agent development.
    • Excellent problem-solving and communication skills.
    • Interest in finance, wealth management, or fintech is a plus.
    • Summer Analysts are compensated at a rate of $40 per hour and are eligible for overtime.

    We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.

    Jordan 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.


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