Analyst, Asset Transfers - 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.

Analyst, Asset Transfers
San Francisco, California

We are looking for an exceptional Analyst in our San Francisco, CA office to support the growth of our 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. 

Your Role

As an Asset Transfers Analyst, you will play a supportive role in the operations for multiple family office clients. You will work closely with external custodians and with our internal Client Service team to assist with day-to-day money movements (e.g., wire transfers, checks, journals, ACH transfers). Additional responsibilities include supporting Client Service in managing private banking needs, custodian authorizations, recurring payments and vendor verification. Diligence and accuracy are key in this role as you will be handling high volumes of transactions and will serve as the last line of defense against fraud.

Requirements and Qualifications

• Bachelor's degree with relevant coursework
• Prior RIA, family office, or financial services experience preferred
• Ability to work in a fast-paced environment executing day-to-day money movements (e.g., wire, checks, journals, and ACH transfers) for family office clients
• Partner with internal business partners to manage family office client private banking needs including, coordination and execution of custodian authorizations, establishing recuring payments, and vendor verification
• Assist and support a future Treasury Management System (TMS) implementation
• Strong ability to navigate complex infrastructures and processes
• Ability to identify high risk activities and promptly escalate
• Strong focus on control and risk mitigation
• Investigate payment discrepancies and proactively identify potential missing invoices and payments

About You

• Have a positive attitude
• Are comfortable in a fast-paced environment with multiple tasks and projects at hand
• Can multitask and prioritize needs
• Have excellent time management and strong organizational skills
• Are self-directed and able to work without a lot of supervision
• Have a strong work ethic and ability to work well with other team members
• Are highly detail-oriented, accurate and self-motivated
• Enjoy solving problems
• Love taking on challenges and finding creative solutions
• Can communicate effectively with a broad range of stakeholders
• Are discreet in handling sensitive and confidential information
• Work well both independently and as part of a team

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.  We apply a total reward philosophy when determining compensation terms.

The expected base salary for this role in San Francisco, California will range from $80,000 - $90,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs

Our benefits package includes: 

• Medical, dental & vision insurance – 100% of premium covered for employees
• 401k participation with employer contribution
• Generous paid time off 
• Commuter benefits program (pre-paid tax dollars towards your commute)
• Fitness Reimbursement
• Annual Professional Development Stipend

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.

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice

Jordan Park is an SEC-registered investment adviser (RIA).