Jordan Travis

Jordan Travis Email and Phone Number

Project Leader at BCG @ Boston Consulting Group (BCG)
boston, massachusetts, united states
Jordan Travis's Location
Dallas-Fort Worth Metroplex, United States
Jordan Travis's Contact Details
About Jordan Travis

Jordan Travis is a Project Leader at BCG at Boston Consulting Group (BCG). They possess expertise in sales, microsoft excel, microsoft word, fund accounting, sales process and 26 more skills.

Jordan Travis's Current Company Details
Boston Consulting Group (BCG)

Boston Consulting Group (Bcg)

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Project Leader at BCG
boston, massachusetts, united states
Website:
bcg.com
Employees:
25257
Jordan Travis Work Experience Details
  • Boston Consulting Group (Bcg)
    Project Leader
    Boston Consulting Group (Bcg) Nov 2024 - Present
    Dallas, Texas, United States
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  • Boston Consulting Group (Bcg)
    Consultant
    Boston Consulting Group (Bcg) Aug 2022 - Nov 2024
    Dallas, Texas, United States
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  • Goldman Sachs
    Vice President
    Goldman Sachs Oct 2021 - May 2022
    Dallas, Texas, United States
    Firmwide Strategy
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  • Goldman Sachs
    Vice President
    Goldman Sachs Jan 2019 - Dec 2021
    Dallas, Texas
    - Manage 3 teams, comprised of 10 analyst and 3 associates, within Loan Servicing- Ensure all servicing activity is processed (paydowns, borrows, trade settlement, restructures) and own downstream cash and positional risk- Create strategic plans to ensure we have the proper focus on critical areas, forecast for proper staffing, and identify platforms for strong performers- Develop and train Analysts/Associates on my teams as well as mentor analysts on other teams- Interview and… Show more - Manage 3 teams, comprised of 10 analyst and 3 associates, within Loan Servicing- Ensure all servicing activity is processed (paydowns, borrows, trade settlement, restructures) and own downstream cash and positional risk- Create strategic plans to ensure we have the proper focus on critical areas, forecast for proper staffing, and identify platforms for strong performers- Develop and train Analysts/Associates on my teams as well as mentor analysts on other teams- Interview and hire both college graduates as well as lateral joiners- Developed deep understanding of different loan types, specializing in distressed/post-bankruptcy, broadly syndicated deals, and structured financing- Contributed to several key initiatives (settlement automation, LIBOR transition, Fed reporting)- Communicate effectively with various departments and levels of seniority in and outside the organization (i.e. Trading/Banking desks, Controllers, Legal, Technology, Auditors, Agents, Counterparties) Show less
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  • Goldman Sachs
    Associate
    Goldman Sachs Oct 2017 - Dec 2018
    - Manage a team of 2 Associates and 4 Analysts, supporting multiple desks that trade various loan types- Ensure the team has settled all loans that closed that day and have sent and received all corresponding cash- Reduced team's risk profile by 60% in first year- Spearheaded initiative to change how withholding tax is applied to loan trades
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  • Ihs Markit
    Loan Servicing Manager
    Ihs Markit Jan 2017 - Oct 2017
    Dallas, Texas
    -Supervise a team of 6 analysts and a Team Lead, who use Markit's Wall Street Office software to track syndicated loan activity for our clients (CLO shops, fund administrators, asset managers, pension funds, etc.)-Manage relationships with clients (over $6 billion in AUM)-Overhauled procedures for researching amendments, repricings and restructures, alerting our clients about them, and tracking their elections (2017 has been the highest volume period for these types of actions in the… Show more -Supervise a team of 6 analysts and a Team Lead, who use Markit's Wall Street Office software to track syndicated loan activity for our clients (CLO shops, fund administrators, asset managers, pension funds, etc.)-Manage relationships with clients (over $6 billion in AUM)-Overhauled procedures for researching amendments, repricings and restructures, alerting our clients about them, and tracking their elections (2017 has been the highest volume period for these types of actions in the past decade)-Own the restructure process for the entire WSO Services team-Lead process improvement for Markit Loan Operations (MLO), specifically around how we can input and track data more efficiently and accurately-Coordinate participation in local career fairs; a first for MLO-Interview and make hiring decisions for potential new analysts-Liaise with our team of analysts in India to resolve issues for my clients and my team's issuers Show less
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  • Markit
    Assistant Vice President - Team Lead | Markit Loan Operations
    Markit Jan 2015 - Jan 2017
    Dallas/Fort Worth Area
    -Manage a team of 4-7 Operations Analysts-Exceed team metrics for cash reconciliation, trade settlement, loan processing accuracy, client response times and asset tracking-Help Analysts resolve cash and loan processing issues by working with clients, agents and trustees-Lead weekly team meetings to address metrics, facilitate learning opportunities for the Analysts and aid career growth-Responsible for tracking over 1,000 active assets-Audit daily, weekly and bi-weekly… Show more -Manage a team of 4-7 Operations Analysts-Exceed team metrics for cash reconciliation, trade settlement, loan processing accuracy, client response times and asset tracking-Help Analysts resolve cash and loan processing issues by working with clients, agents and trustees-Lead weekly team meetings to address metrics, facilitate learning opportunities for the Analysts and aid career growth-Responsible for tracking over 1,000 active assets-Audit daily, weekly and bi-weekly reports-Leverage experience to create efficiencies in our daily processes-Answer time sensitive and complex questions from internal and external clients-Collaborate with leaders from other departments to ensure we are delivering on our objectives and to develop future initiatives Show less
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  • Markit
    Associate
    Markit May 2014 - Dec 2014
    Dallas/Fort Worth Area
    Special Services Group-Research outstanding issues, particularly pertaining to loans, bonds and ABS, that analysts have not been able to process due to missing information or discrepancies-Interpret notices from agent banks for Borrowings, Margin Changes, Rollovers, Paydowns and Interest Payments-Perform Position Reconciliations-Perform Total Return Swap Reconciliations-Reconcile, balance and publish daily cash statements and research discrepancies-Respond to internal… Show more Special Services Group-Research outstanding issues, particularly pertaining to loans, bonds and ABS, that analysts have not been able to process due to missing information or discrepancies-Interpret notices from agent banks for Borrowings, Margin Changes, Rollovers, Paydowns and Interest Payments-Perform Position Reconciliations-Perform Total Return Swap Reconciliations-Reconcile, balance and publish daily cash statements and research discrepancies-Respond to internal and external requests that require special attention or are time sensitive-Process global and position activity in Wall Street Office-Communicate with clients, agents and colleagues to process and research activity Show less
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  • Fidelity Investments
    Fund Accountant
    Fidelity Investments Mar 2013 - May 2014
    -Calculate the daily NAV for retail mutual funds within the Equity Income group -One of four people chosen to spearhead the reconciliation of Fidelity's new Passive ETFs-Selected to be part of the first group of analysts to begin prepping funds on our new accounting system, InvestOne-Reconcile domestic and foreign cash statements from custodian banks-Utilize FOCAS to book journal entries and settle transactions such as trades, dividends, interest payments and foreign exchange… Show more -Calculate the daily NAV for retail mutual funds within the Equity Income group -One of four people chosen to spearhead the reconciliation of Fidelity's new Passive ETFs-Selected to be part of the first group of analysts to begin prepping funds on our new accounting system, InvestOne-Reconcile domestic and foreign cash statements from custodian banks-Utilize FOCAS to book journal entries and settle transactions such as trades, dividends, interest payments and foreign exchange transactions-Process corporate actions such as stock splits, mergers and spin offs-Run daily reports and distribute them to various groups and business partners-Research discrepancies between custodian records and our own using AS400, Foreview, and Bloomberg Show less
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Jordan Travis Skills

Sales Microsoft Excel Microsoft Word Fund Accounting Sales Process Mutual Funds Account Reconciliation Data Analysis Customer Service Financial Analysis Customer Satisfaction Negotiation Bloomberg Loans Microsoft Powerpoint Customer Relationship Management Bloomberg Terminal Investone As400 System Powerpoint Microsoft Exchange Crm Analysis Automotive Economics Problem Solving Teamwork Outlook Financial Services Financial Accounting Mark To Market

Jordan Travis Education Details

Frequently Asked Questions about Jordan Travis

What company does Jordan Travis work for?

Jordan Travis works for Boston Consulting Group (Bcg)

What is Jordan Travis's role at the current company?

Jordan Travis's current role is Project Leader at BCG.

What is Jordan Travis's email address?

Jordan Travis's email address is jo****@****chs.com

What schools did Jordan Travis attend?

Jordan Travis attended The University Of Texas At Austin - Red Mccombs School Of Business, Texas A&m University.

What are some of Jordan Travis's interests?

Jordan Travis has interest in Financial News, Sports, Running, Golfing.

What skills is Jordan Travis known for?

Jordan Travis has skills like Sales, Microsoft Excel, Microsoft Word, Fund Accounting, Sales Process, Mutual Funds, Account Reconciliation, Data Analysis, Customer Service, Financial Analysis, Customer Satisfaction, Negotiation.

Who are Jordan Travis's colleagues?

Jordan Travis's colleagues are Tarik Baaza, Dominique Menez, Lina Achouba, Anastasia Del Curto, Axel Raaijmaakers, John Zecy, Milagros Barzi.

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