Jordan Bewley Email & Phone Number

Greater Minneapolis-St. Paul Area

Manages both day-to-day and strategic operations for Galliard’s stable value pooled funds. Responsible for strategy execution and management of the Wells Fargo Stable Return Fund and the Galliard Managed Income Fund. Also involved in the management and oversight of Galliard’s stable value separate account clients by assisting in the development and implementation of client strategy. Work directly with both stable value pooled fund and separate account clients to ensure their investment needs are met.

Greater Minneapolis-St. Paul Area

Greater Minneapolis-St. Paul Area

Assist senior members of the client relationship and portfolio management teams with the analysis of Galliard’s stable value portfolios. Support the client portfolio analyst team by providing information and analysis on portfolios and assists with tasks related to the ongoing management of stable value portfolios. Perform analysis of account characteristics and assists in the development of investment strategies consistent with client investment needs and guidelines.

Minneapolis, Mn

-Perform stable value fund accounting for collective funds and institutional portfolios-Monitor portfolio metrics and compliance requirements and identify/resolve potential issues-Balance investment activity and rates with outside parties-Develop operating efficiencies and revise procedures for team functions-Calculate daily net asset values for individual funds-Prepare annual financial statements-Provide daily pricing to record keepers and other intermediaries

- Oversaw parking operations with over 4,200 parking stalls and 30 employees, including Facility Management, supervisors, cashiers and maintenance- Performed economic, market and financial analysis of existing and potential properties and presented results to management and clients- Created annual and reforecast budgets with Net Revenues over $8 million annually-Implemented revenue generating marketing strategies increasing revenue 40%- Received average internal audit score of 97.5%- Administered operational acquisition of 8 new properties- Reviewed and evaluated monthly Profit and Loss Statements- Ensured client satisfaction and retention, and manage client relations- Recruited, interviewed, and hired for management and supervisory positions

- Oversaw day-to-day parking operations for the Saint Paul RiverCentre and Xcel Energy Center- Implemented and maintained client and corporate budgets- Maintained written and verbal communication with clients and managers- Audited daily cashier paperwork- Hired and trained cashiers and supervisors- Enforced employee reward programs and disciplinary policies

B.A., Economics

Minor in History; Economics and History Club Member; Office Assistant for the Communication Department

Master Of Business Administration (M.B.A.), Finance

Studied International Finance in Beijing and Shanghai, China in October 2011.

Education record