Senior Analyst, Impact

About Jordan Park Group

Jordan Park Group is a private firm providing comprehensive investment and financial advice tailored to individuals, families, and institutions. The firm takes pride in its empathetic approach to problem-solving and its extensive, diverse expertise. Our clients are influential figures in various sectors including business, philanthropy, government, and society. We tackle complex challenges to empower clients in achieving optimal outcomes, enhancing their lives and legacies. Founded with a mission to offer in-depth financial services, Jordan Park operates as an SEC-registered investment adviser (RIA). We are committed to trust, dependability, and superior service quality. Jordan Park offers a responsive, available, and competent team dedicated to building long-lasting client relationships. Additional company details can be found through various sources highlighting our contributions to the field and our exemplary service standards.

About this Role

The Senior Analyst, Impact at Jordan Park Group is an integral role within our Impact Team designed to bolster our ESG-integrated and impact investing strategies. Based in San Francisco, CA (or New York, NY), this position demands a strong analytical skillset and a passion for contributing positively to environmental, social, and governance (ESG) efforts. As a senior analyst, you’ll be involved in diverse functions ranging from manager diligence to asset allocation recommendations. You will assist in preparing client materials, contribute to ESG and DEI monitoring processes, and interface extensively with internal teams and external partners. Your endeavors will support a multi-theme impact investing portfolio, ensuring our capital deployment aligns with Jordan Park’s mission to address broader societal challenges. This role presents an exciting opportunity for growth and substantial impact within a dynamic team environment.

Responsibilities

• Support screening, evaluating, conducting due diligence, and monitoring impact investments in our multi-theme impact investing portfolio.
• Assist with writing investment memorandums and preparing presentations summarizing key findings from investment due diligence.
• Investments are primarily venture capital, private equity, and real assets funds and co-investments.
• Support annual ESG & DEI monitoring process across our investment platform, including development of data collection infrastructure and data analysis.
• Provide cross-asset class evaluation, diligence thought-partnership, and resources for ESG integration.
• Contribute to the implementation and monitoring of client ESG and impact preferences in portfolio asset allocation recommendations.
• Develop related client-facing materials.
• Help construct annual ESG & DEI Reports for clients with quantitative and qualitative data across asset classes.
• Support the Impact Team in critical functions including coordinating team meeting agendas, note-taking, and managing team collateral.
• Effectively communicate and collaborate with the Investment, Client Advisory, Client Service, and Investor Relations Teams, as well as other key internal partners.
• Conduct research and landscape analysis and manage knowledge library across various impact topics.
• Engage with an extensive network of industry partners to support client needs and enhance our impact platform/offering.

Requirements

• 2-4 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 ESG and impact investing and passion for leveraging capital to address social and environmental challenges.
• Bachelor’s degree in finance, economics, statistics, mathematics, liberal arts, or related study preferred.
• Strong skillset in Microsoft Office, namely PowerPoint and Excel; Python and Power BI or similar programs desirable but not required.
• Experience conducting quantitative and qualitative research and analysis; financial modeling experience desirable but not required.
• Excellent written and verbal communication skills.
• Enjoy cultivating relationships with complex stakeholder groups.
• Humility, a sense of humor, and willingness to roll up sleeves and get work done.
• Strong desire to learn and grow as an investment professional; desire to work with a team of like-minded colleagues.
• Demonstrated lifelong learner who thrives undertaking a broad variety of tasks, relishes puzzles and intellectual challenges, and is comfortable with ambiguity and moving targets.
• Entrepreneurial mindset with exceptional time management and strategic planning skills.

Benefits

• 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