Jordan M. Balais

About Jordan M. Balais

Financial Services professional with significant experience in operations analytics and exceptional client service talents. Motivated self-starter with the ability to learn new concepts quickly, perform efficiently under pressure, and communicate resolutions effectively looking for a role to provide innovative and advanced financial and statistical analysis.

Experience

1. Associate Manager, Public Investment Operations

   Prudential Financial

   Nov 2019 — Present · Newark, NJ, US

   Manage a team of five Investment Operations professionals providing guidance on financial concepts while providing performance feedback monthly• Complete performance supervisory and leadership requirements such as Mid-Year and Year-End appraisals, providing constructive feedback, end of year rating, and recommendations on overall performance• Partner with GAAP and STAT reporting directors to research and correct accounting issues for month and quarter end close reducing late ledger adjustments and minimizing risk for the business• Enter and track data analytics on key group controls identifying and resolving aged outstanding items over 30+ days on the company wide Key Indicator Report• Analyzed and presented financial results of new PGIM initiatives to senior management and partnering business units highlighting sub-ledger accounting and valuation of UCIT, Mutual Fund, Hedge Fund, and CLO asset types

Education

• Binghamton University

  Bachelor of Science (BS), Accounting

  2006 — 2010

Skills

• Powerpoint
• Microsoft Excel
• Reporting & Analysis
• Policy
• Public Policy
• Microsoft Office
• Public Speaking
• Administrative Assistants
• Government
• Analytical Skills
• Business Development
• Process Scheduler
• Critical Thinking
• Creativity
• Community Outreach
• Motivated Self-Starter
• Analysis
• Microsoft Word
• Management
• Time Management
• Organized Multi-Tasker
• Event Planning
• Access
• Research