Job Application for Associate, Portfolio Implementation

New

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.

Associate, Portfolio Implementation
New York, New York

We are seeking an Associate‑level Portfolio Implementation Specialist in New York to support the continued growth of our investment advisory firm. This is an opportunity to work alongside colleagues who value teamwork, service, and excellence. Responsiveness, availability, dependability, and technical competency are core to how we operate.

Your Role

As an Associate supporting the Portfolio Management Team at Jordan Park, you will help manage and oversee client portfolio investments. This includes the daily implementation and execution of trades across Separately Managed Accounts (SMAs), ETFs, and mutual funds. You will also collaborate with the broader investment team to support initiatives across multiple strategies and asset classes.

Key responsibilities include:

Monitoring portfolio positioning, trade execution, cash levels, and compliance with client guidelines and restrictions
Using proprietary tools and data systems to rebalance and optimize client portfolios
Partnering with Client Coverage and Investment teams to address client requests and manage lifecycle events (e.g., account openings, cash flows, rebalances, tax‑loss harvesting)
Supporting senior Portfolio Managers in the development and execution of firmwide investment theses
Working closely with sub‑advisors to communicate SMA objectives, facilitate funding and setup, and resolve operational or trading discrepancies
Collaborating with Operations and Compliance to document procedures and ensure portfolios follow investment guidelines
Supporting ongoing enhancements to trading and portfolio management systems
Assisting with investment workflows across Public, Private, and Alternative asset classes
Identifying opportunities to improve existing workflows and proposing process enhancements
Supporting client account onboarding and portfolio structuring

About You

Have a bachelor's degree and 3–5 years of relevant experience
Are comfortable working market hours
Bring experience in Portfolio Management, Trading, or Operations
Have familiarity with trading/order management and reporting systems (e.g., Addepar, Charles River, Salesforce)
Have experience at a broker‑dealer, RIA, multi‑family office, or similar investment firm
Demonstrate strong interest in investments and portfolio management
Possess strong Microsoft Excel skills
Are highly detail‑oriented, accurate, and self‑motivated
Work well both independently and as part of a team
Enjoy solving problems and finding creative solutions
Are organized and capable of managing multiple tasks simultaneously
Communicate effectively with a diverse set of stakeholders
Handle sensitive information with discretion

Preferred, but not required:

Strong understanding of Equity and Fixed Income markets
Familiarity with Morningstar, Bloomberg, FactSet, or similar market‑data and research platforms
Experience using Python, SQL, VBA, or APIs to automate workflows
Experience using Addepar for analysis and reporting

Compensation & Benefits

Compensation at Jordan Park includes base salary, discretionary year‑end bonus, benefits, and additional perks. We use a total‑rewards philosophy when determining compensation.

The expected base salary for this role in New York, New York will range from $110,000 - $120,000 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, and vision insurance — 100% employer‑paid for employees
401(k) participation with employer contribution
Generous paid time off
Commuter benefits program (pre‑tax)
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).

Create a Job Alert

Interested in building your career at Jordan Park Group? Get future opportunities sent straight to your email.

First Name

Last Name

Country

Phone

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

LinkedIn Profile

How did you hear about Jordan Park?

Select...

If you were referred to us, who can we thank?

Why this opportunity now? Why Jordan Park?

Have you ever applied to this company before?

Select...

If yes, please share for which role and estimated time frame.

Please explain any gaps in your employment history in excess of one month to help us understand your professional transitions. Please also generally explain the reason for each professional transition you've made to date.

Have you ever been terminated or asked to resign from any job?

Select...

If yes, please explain the circumstances for each occassion.

Are you currently, or have you ever been licensed or registered in the securities industry? (if applicable)

Select...

Do you have any current or pending disclosures on your U4? If yes, please share details of those circumstances. (if applicable)

Select...

If yes, please explain the circumstances for each occasion.

Have you ever been disciplined by a regulatory authority, or had a license suspended, denied or revoked? (if applicable)

Select...

If yes, please explain the circumstances for each occasion.

Are you legally eligible to work in the U.S.?

Select...

Will you now or in the future require visa sponsorship for employment?

Select...

Please share your compensation expectations. (salary, bonus and/or total compensation)

Anything else?

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Jordan Park Group’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Gender

Select...

Are you Hispanic/Latino?

Select...

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Veteran Status

Select...

Voluntary Self-Identification of Disability

Form CC-305

Page 1 of 1

OMB Control Number 1250-0005

Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury

Disability Status

Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Associate, Portfolio Implementation - NY

Apply for this job

Voluntary Self-Identification

Voluntary Self-Identification of Disability