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 looking for an exceptional colleague to join our Impact Advisory team in San Francisco. This multi-faceted role is designed to work alongside the Client Solutions, Client Advisory, and Investment teams to further build out and implement the full spectrum of Jordan Park’s impact capabilities across ESG/impact investing and philanthropy.
Our team is united by a passion for service, a strong sense of integrity and a desire to have a positive impact in the world.
Duties and Responsibilities
- Contribute to the development, implementation, and monitoring of client strategies and objectives across the impact spectrum (e.g., ESG/impact investing to philanthropy)
- Create relevant materials, tools, and resources for clients and prospective clients (e.g., learning agendas, project plans, research insights, landscape analyses, portfolio allocations, philanthropic budgets, etc.)
- Support a wide range of client engagement and business development efforts where impact is a centerpiece (e.g., coordinating communication, timelines, deliverables)
- Evaluate funding opportunities across the impact spectrum and across sectors/themes (including sourcing, tracking, due diligence, assessment, selection, and monitoring)
- Coordinate impact management/measurement data analysis and reporting processes
- Engage with an extensive network of industry partners to support client needs and enhance our impact platform/offering (e.g., DAF providers, philanthropic advisors, nonprofits, social entrepreneurs, ESG/impact fund managers, consultants, etc.)
- Manage knowledge base and develop thought leadership opportunities across various impact topics (e.g., industry headlines, sector trends, policy updates, emerging frameworks, funding innovations, etc.)