Associate, Portfolio Implementation - NY

Jordan Park Group•New York, NY

20h•$110,000 - $120,000

About The Position

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. 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. 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.

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

Nice To Haves

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

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