Jordan Herley Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

San Francisco Bay Area

Actively managed five core holdings for firm’s $1.7B equity portfolio. Led end-to-end ownership of investment life cycle by vetting securities, developing research roadmaps, performing due diligence, cultivating relationships with executive leadership, building dynamic financial models and presenting final buy/sell/add/reduce recommendations to Investment Committee. Designed and implemented scalable process improvements and operationally-focused initiatives to promote data-driven decision making across firm’s research team.- Research: Evaluated market, industry, competitive landscape, business model defensibility, management efficacy, capital allocation philosophy, working capital management and cost/opex management for prospective and active investments across several sectors- Scenario Modeling: Created financial statement models to forecast company operating performance and valuation against benchmarks, metrics and KPIs- Analytics: Aggregated and synthesized complex financial and operational data sets from public filings and central repositories into actionable insights used to inform material portfolio decisions- Reporting: Led quarterly portfolio reviews, gaining consensus on analysis and buy-in for position weighting recommendations - Business Development: Collaborated cross-functionally with key internal stakeholders to foster relationships with clients and prospects, yielding asset growth of ~$500MM during tenure- Operations: Developed scalable process for quantifying and prioritizing value of strategic partnerships with investment banks, driving efficiencies in firm’s resource allocation practice- Process Improvement: Continuously iterated measurement criteria for portfolio risk dashboard, inspiring incrementally higher conviction in modeling outputs and valuations- Project Management: Mitigated portfolio’s exposure to downside risk by constructing, championing and implementing the use of short interest and insider trading tracking tools

San Francisco Bay Area

Early member of socially conscious apparel startup responsible for driving strategic projects focused on establishing product and marketing-related KPIs, revenue forecasting and long-range business planning.- Leveraged insights from market research, industry analysis and competitive intelligence to inform product development- Refined target audience, product positioning, pricing and GTM model- Evaluated customer engagement data to gauge effectiveness of company’s marketing programs- Explored potential community outreach programs and partnerships with local agencies and stakeholders

Greater Los Angeles Area

Member of Origination team responsible for identifying and qualifying investments for a $3.6 billion AUM Technology, Media and Telecom (TMT) focused private equity firm.- Assessed prospective M&A landscape across TMT, Consumer, Business Services, Health Care and Industrials verticals- Critically analyzed corporate strategy, business model sustainability, competitive positioning and capital structure of prospective investments- Built preliminary financial models, forecasting EBITDA and cash flow to weigh debt servicing capabilities of target companies- Gained deal experience providing due diligence support for firm’s majority stake in Mexx International, a global lifestyle brand, from Kate Spade & Co. (formerly Liz Claiborne)- Analyzed quantitative data related to 500+ Value-Added Resellers and distilled down to a handful of viable candidates meeting investment criteria- Initiated cost-savings and process improvement project related to firm’s origination efforts, resulting in the identification of key investment bank partnerships and reduction in inefficient sourcing expenditures- Earned Bloomberg Essentials certification for Equities, Fixed Income, Commodities and FX

Greater Los Angeles Area

Assessed suitability of adjacent product offerings and services for a venture-backed clean tech company; identified opportunity and developed strategy to drive incremental revenue at POS through partnership with cellular insurance providers.- Co-managed and led implementation of project action plan- Developed research roadmap and created survey to gather consumer feedback- Conducted SWOT analysis and product pricing study- Built revenue model and sales forecast- Presented formal review and GTM strategy to CMO

Mba, Finance

Activities and Societies: Emerging Leaders Mentorship Program | Orientation Chairman | Finance Club, Vice President | Challenge.

Ba, Communications

Activities and Societies: Learning Leadership Committee | UC Davis Club Baseball Team | Youth Basketball Coach