Jordan Warren
Auckland,AUK
Summary
Jordan Warren is a passionate and ambitious recent graduate having finished studying a Bachelor of Commerce at Auckland University majoring in Finance and International Business. Jordan thrives as a team player and is recognised as a strong leader when opportunities have presented themselves. He has excellent communication skills in a variety of situations and can navigate tasks at hand efficiently, identifying alternative routes around challenges that arise. Jordan operates well under pressure and enjoys fast-paced environments. Jordan is keen on self-development and desires further learning and career development within the Finance, Investment and Business Operations Sectors.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Paraplanner
Genesis Advice
03.2023 - Current
- Analysing clients' personal investments to help create advisory reports
- Manipulating large volumes of financial data to create relevant graphs and tables for clients' reports
- Jordan has to use his Excel skills extensively while also quickly learning how to tailor solutions to client's risk tolerances
- Utilising Bespoke Portfolio Tool in Excel to help generate reports.
Internship
Bolton Equities
02.2022 - 02.2022
- Conducting and systematizing market research into specific sectors of possible future acquisitions
- Evaluating finances of possible acquisitions
- Jordan had to adaptably utilise problem-solving and show independence to complete tasks within a respectable time frame.
Reception and Finances
Dominion Constructors
06.2021 - 07.2021
- Verifying and modifying invoices with as well as other accountancy tasks to do with accounts receivable through the software Greentree.
- Jordan had to utilise multitasking different tasks while interacting with any in-person queries, frequent phone calls, checking purchase orders, assisting the finance team and scheduling meeting rooms.
Labour
Fieldline Horse Floats & Trailers
11.2020 - 03.2021
- Involved construction and detailing horse floats and trailers.
- Jordan had to rapidly learn new skills to deliver to the high-quality level expectations of the clients.
- Working under multiple long-time professionals in this field, Jordan learnt quickly and performed given tasks to a high standard.
Education
Bachelor of Commerce - Finance and International Business
University of Auckland
Auckland, NZ05.2023
Level -
Saint Kentigern College
Pakuranga, NZ2019
Skills
- Investment Opportunity Identification
- Presentation Skills
- Financial planning
- Stock market expertise
- Math skills
- Problem-Solving
- Analytical and Critical Thinking
Certification
Strategi Institute
- Level 5 in Financial Services - Currently studying
Languages
English
Native or Bilingual
German
Limited Working
Timeline
Paraplanner
Genesis Advice
03.2023 - Current
Internship
Bolton Equities
02.2022 - 02.2022
Reception and Finances
Dominion Constructors
06.2021 - 07.2021
Labour
Fieldline Horse Floats & Trailers
11.2020 - 03.2021
Bachelor of Commerce - Finance and International Business
University of Auckland
Level -
Saint Kentigern College
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