Summer Analyst, Operations - NH

Jordan Park Group - Portsmouth, NH

Full-time - Intern

Portsmouth, NH

About the position

The Summer Analyst (Operations) Program at Jordan Park is a 9-week seasonal full-time opportunity designed for rising seniors pursuing a college or university degree. This program introduces participants to various operational aspects of financial services, focusing on enhancing client experiences and improving internal processes. Analysts will engage with multiple teams to develop solutions, streamline data management, and support client transaction activities, ultimately preparing them for potential full-time roles upon graduation.

Responsibilities

• Coordinating and engaging with different teams to provide solutions to the Jordan Park client base while enhancing different processes throughout the firm.
• Working with the Operations team to provide streamlined solutions to data and reporting issues.
• Gathering and organizing information across large data sets in Wealth Management and CRM platforms, and researching and resolving anomalies.
• Collaborating closely with Client Reporting, Trust Services, and Advisory teams to ensure system data meets client reporting needs.
• Completing a case study around the improvement of a current operational process through automation.
• Developing solutions for automation of recurring task reminders and account reviews in Trust Accounting and CRM platforms.

Requirements

• Currently pursuing a college or university degree and are a rising senior.
• Available for the entire duration of the 9-week program from June 9, 2025, to August 8, 2025.
• Comfortable with Microsoft Office, especially skilled in Excel, PowerPoint, Word, and Outlook.
• Able to meet deadlines and communicate effectively with a broad range of stakeholders.
• Strong attention to detail; accurate and organized.

Nice-to-haves

• Genuinely like helping people.
• Hungry to learn and resilient, not easily flustered.
• Ability to work well independently and as part of a team.

Benefits

• Potential full-time Analyst position upon graduation.
• Experience in a reputable investment advisory firm.