Associate, Portfolio Implementation - NY

About the role

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.

Responsibilities

• 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

Requirements

• 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

Qualifications

• 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

Skills

• Portfolio Management
• Trading
• Operations

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.