Jordan Bancroft, CFA®, CAIA
Performance Reporting Analyst
As a performance reporting analyst, Jordan’s role is vast. A large portion of his job entails client performance reporting as well as security and fund research and analysis to support Bell Institutional Investments Management (BIIM) portfolio managers. Jordan is also responsible for providing monthly and quarterly performance reporting for the funds Bell offers, maintaining Global Investment Performance Standards (GIPS) reporting compliance, and managing BIIM’s database reporting and updating.
Jordan has a bachelor’s degree in accounting and finance from Concordia College in Moorhead, Minn. In 2020, he earned the Chartered Financial Analyst (CFA) designation.
Jordan also serves as an active member on the BIIM investment committee, which is responsible for directing the overall investing philosophy and activities of BIIM.
When he’s not at work, Jordan enjoys spending time with friends and family, coaching Fargo South High School boys hockey, and playing golf.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.