Summer Analyst, Technology - SF

Jordan Park Group • San Francisco, CA

5d

About The Position

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