Jordan Wright Email & Phone Number

Orlando, Fl, Us

Orlando, Fl, Us

o Oversee the verification process for high value investment reports submitted by specialists, ensuring data, compliance (FINRA, SEC, GIPS), and style accuracy through comprehensive reviews.o Lead multiple off-quarter projects that significantly enhanced departmental and organizational effectiveness, garnering a Business Process Improvement award.o Assume the position of SME for a variety of investment products and exhibits utilized across the entire firm.o Coordinate with technology teams to bring new automation processes to the department.

o Generate high-quality and detailed investment analysis reports that are used in institutional client meetings, often representing multi-hundred-million-dollar accounts.o Coordinate with cross-functional teams to ensure quarterly updates are applied to reports.o Negotiate deadlines with client-facing teams to ensure reports are delivered in a timely fashion pursuant to SLAs.

o The Justice Center is a nonprofit organization working to decrease the gap in access to justice and legal services for indigent individuals.o Implemented three new software systems to streamline the organization’s workflow and increase the capacity to process hundreds of applications annually.o Extensive use of Microsoft Excel and Microsoft PowerPoint to generate board reports that helped maintain grant funding.o Created and managed data dashboards that reported on several metrics pertaining to the health of the organization.

Bachelor Of Science In Business Administration, Finance, Business Analytics

Activities and Societies: Chancellor’s Leadership Class of 2019; Dean’s List Fall 2019

Associates Of Arts In Business Administration, Business Administration

Activities and Societies: Honored for Outstanding Service to the College; Phi Theta Kappa Honors Society Member; United Men of Color.