Summer Analyst, Technology - SF

Jordan Park Group • San Francisco, CA

6d • $40 - $40

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.
Jordan Park’s Summer Analyst (Technology) Program is a 9-week experience that offers hands-on experience in developing and supporting technology solutions that drive operational efficiency and enhance client engagement in the wealth management space. This role blends data analytics with hands-on exposure to emerging technologies, including AI tools.

Requirements

• Pursuing a bachelor's or master’s degree in computer science, Information Systems, Engineering, or a related field.
• Available for the entire duration of the 9-week program starting June 15, 2026, to August 14, 2026
• Possess Python programming skills, with experience in data analysis tools/libraries like Pandas
• Experience with business intelligence tools (e.g., Tableau, Power BI, Looker) for dashboarding and reporting
• Proficient in writing SQL queries for data extraction and manipulation
• Familiar with AI concepts as an end user such as LLMs and workflow automation
• Personal or academic projects that demonstrate creative applications of AI, including prompt engineering, custom GPTs or agent development
• Excellent problem-solving and communication skills.

Nice To Haves

• Interest in finance, wealth management, or fintech is a plus.

Responsibilities

• Assist in the development and testing of internal tools and client-facing platforms.
• Support data integration and automation projects by providing quality code and data-driven insights.
• Document processes, tools, and project outcomes for team knowledge sharing.
• Create and maintain data sources, create ad-hoc analyses, and build data visualizations
• Support AI-related projects, exploring prompt engineering, custom GPTs and/or agent development

What This Job Offers

• Career Level: Intern
• Number of Employees: 101-250 employees