Jordan Green Email & Phone Number

Toronto, Ontario, Canada

• Private Equity (Direct and Funds Investing)• Public Equities (Alpha Strategies Portfolio)

Toronto, Ontario, Canada

• Covered Global Industrials, Materials, Financials, & Real Estate in a quality-centric ~$14B Global Equities Portfolio• Presented deep-dive thematic research on the 'Reshoring' trend to OMERS’ investment committee across Toronto, New York, and Singapore offices, evaluating its long-term impact on supply chains and U.S. end markets• Conducted in-depth analysis of U.S. Commercial Real Estate market trends using key metrics like LTV, NOI, and DSCR, to assess risk exposure for financial institutions, particularly banks with loan exposure to Office sector properties• Streamlined large-cap Industrials DCF models using Bloomberg API integration, while ensuring key drivers remained intact

Victoria, British Columbia, Canada

• Analyzed companies in private middle-market (direct/co-invest/club) and syndicated loans in Canada, US, and Europe• Evaluated business fundamentals, competitive landscape, industry structure/trends, and financials; process supported by BDD/VDD reports, industry expert calls, and internal research to prepare 30–40-page credit memorandum• Developed deal tracking platform to track workflow stage, deal status, and relevant credit metrics• Updated financial models and provided key analysis for over credits 30 credits during Q2’22 surveillance

Victoria, British Columbia, Canada

• Performed bottom-up equity research and portfolio management for ~$700 million fund focused on quality with a value tilt• Wrote 34-page equity research report on financials company – containing DCF and relative valuations, Quality Scorecard, Regression Analysis, Key Risks, and presented to investment committee• Led discussions with top sell-side analysts and Fortune-500 C-level management to inquire about perspective investments

Vancouver, British Columbia, Canada

• Updated 150+ financial models in large-cap consumers coverage group to advise corporate clients• Analyzed 10-K’s, 10-Q’s, 8-K’s and consensus estimates to incorporate new guidance and increase projection accuracy• Improved forecasting granularity by breaking down D&A into tangible and intangible assets

Victoria, Bc, Canada

• Resolved client complaints as first point of contact to over 50 clients daily while maintaining attention to detail• Identified investment opportunities and referred clients to investment specialists while simultaneously addressing client’s immediate needs

Bachelor Of Commerce - Bcom, Finance

Activities and Societies: Capital Markets Training Program (CMTP) Finance Mentorship Program (FMP) National Investment Banking Competition.

Accounting Diploma, Finance Diploma, And Certificate Of Business Administration

Dean’s Honour Roll Fall 2017