Job details

Senior Analyst, Impact - NY

Jordan Park provides comprehensive investment and financial advice to a targeted community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. We are empathetic problem solvers with depth and diversity of experience. We embrace complexity, shoulder problems, and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.

Senior Analyst, Impact
New York, New York (or San Francisco, California)

We are looking for an exceptional Senior Analyst based in New York or San Francisco with a strong analytical skillset, growth mindset, and passion for making a positive impact. This exciting and expansive role will provide support for our private markets impact investing vehicle and broader ESG integration activities across our investment platform.

Your Role

This multi-faceted role on the Impact Team is designed to support all the ways we deploy ESG-integrated and impact investing capital. We expect this role’s time to be allocated approximately 50% on impact investing and 50% on ESG integration, however this percentage may vary time to time based on project workload.

Responsibilities may include:

Impact Investing

Support the sourcing and screening of impact investing opportunities across venture capital, private equity, and real assets funds and companies.
Contribute to financial and impact due diligence on new opportunities and monitoring of the existing portfolio.
Assist with preparing investment memorandums and presentations that summarize key findings from due diligence.
Assist with the preparation of investor reporting, including quarterly performance and responding to investor inquiries
Support the development of industry and sub-sector specific landscaping efforts to bolster origination efforts through deep research and analysis and to inform portfolio construction and investment decisions.

ESG Integration

Support annual ESG & DEI monitoring process across our investment platform, including development of data collection infrastructure including a data warehouse, maintenance of Tableau dashboard(s), and quantitative data analysis.
Help develop frameworks and provide thought-partnership to evaluate ESG characteristics of opportunities across asset classes.
Contribute to the implementation and monitoring of client ESG and impact preferences in portfolio asset allocation recommendations.
Produce presentations and reports related to ESG integration such as client-facing overviews and internal resources.
Contribute to construction of annual client ESG & DEI Reports with quantitative and qualitative data across allocations.

Cross Functional Team Support

Support in critical functions including coordinating team meeting agendas, note-taking, and knowledge management.
Effectively communicate and collaborate with the Investment, Client Advisory, Client Service, and Investor Relations Teams, as well as other key internal partners.
Collect and manage data on team outcomes across functions, maintain a related dashboard.
Engage with an extensive network of industry partners to support client needs and enhance our impact platform/offering.

Requirements and Qualifications

The ideal candidate for this role demonstrates strong quantitative aptitude, intellectual curiosity, attention to detail, and critical thinking. We encourage candidates with these characteristics to apply even if they don’t have all the preferred skills. Candidates should also be early in their career and enthusiastic to lean into the full span of responsibilities expected of this position.

Approximately 2-years of experience in ESG and/or impact investing, consulting, investment banking, private equity, development finance, nonprofit finance, economic policy, research, or other relevant fields.
Demonstrated interest in both ESG and impact investing and passion for leveraging capital to address social and environmental challenges; familiarity with common industry ESG and impact investing frameworks desired.
Strong skillset in Microsoft Office, namely PowerPoint and Excel; proficiency in Python and Tableau or similar programs desirable.
Experience conducting quantitative and qualitative research and analysis, particularly with big and complex datasets.
Basic understanding of finance and/or economics; experience with private markets investment, including financial modeling is desirable.
Excellent written and verbal communicator, enjoy cultivating relationships with complex stakeholder groups.
Demonstrated lifelong learner who thrives undertaking a broad variety of tasks, relishes intellectual challenges, and is comfortable with ambiguity and moving targets.
Humility, a sense of humor, and willingness to roll up sleeves and get work done.
A bias toward action -- entrepreneurial mindset with exceptional time management and strategic planning skills.
Bachelor’s degree in finance, economics, statistics, mathematics, liberal arts, or related study preferred.

About You

Have a positive attitude
Ask good questions
Think critically and are intellectually curious
Are highly detail-oriented, accurate and self-motivated
Can zoom in and zoom out – you want to see the big picture and know the details
Excel as a project manager
Love taking on challenges and finding creative solutions
Don’t get flustered easily
Can communicate effectively with a broad range of stakeholders
Are discreet in handling sensitive and confidential information

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 $100,000 - $110,000 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 and Mindfulness 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).

Average salary estimate

$105000 / YEARLY (est.)

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$110000K

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What You Should Know About Senior Analyst, Impact - NY, Jordan Park Group

Are you ready to make a meaningful impact in the world of finance? Jordan Park is on the lookout for a talented Senior Analyst, Impact, based in New York or San Francisco. In this dynamic position, you'll have the opportunity to dive into the fast-paced world of private markets impact investing while also contributing to our ESG integration activities. If you possess a strong analytical skillset, a growth mindset, and a genuine passion for driving positive change, this role is for you! As a Senior Analyst on our Impact Team, you will play a crucial role in supporting your teammates as they source and evaluate investment opportunities across various sectors, including venture capital and real assets. Your work will help us navigate complexities while adhering to our mission of enhancing lives and legacies through thoughtful investment. Your responsibilities will likely consist of conducting due diligence and preparing materials that summarize your findings, as well as assisting in ESG monitoring processes, all while collaborating with cross-functional teams. We're looking for someone who is detail-oriented, curious, and ready to take on challenges head-on. If you’re enthusiastic about leveraging capital for social and environmental good, and if you thrive in an environment where multi-tasking, critical thinking, and effective communication are essential, we want to hear from you. Join us at Jordan Park where you’ll not only grow your career but also contribute significantly to fostering meaningful change in our community.

Frequently Asked Questions (FAQs) for Senior Analyst, Impact - NY Role at Jordan Park Group

What are the responsibilities of a Senior Analyst, Impact at Jordan Park?

As a Senior Analyst, Impact at Jordan Park, your responsibilities will include supporting the sourcing and screening of impact investing opportunities, contributing to due diligence, and preparing investment memorandums. You will also assist in ESG integration efforts, including monitoring processes and data analysis, and collaborating with various teams across the organization. It’s a multifaceted role with a strong emphasis on analytical skills and a passion for social impact.