Jordan Vallinino

Manager, International Business Operations

2021

Analyst

2020 - 2021

Corporate Development Analyst

2018 - 2020

Investment Analyst

2013 - 2018

• Evaluate venture business plans and pitch decks and recommend improvements • Assess gap funding eligibility • Ensure proper use of funding and attainment of desired goals for funded ventures

Associate Co-op

2017 - 2017

• Sourced and evaluated over 600 potential acquisition targets for a payment portfolio company • Executed in-depth client level due diligence on target under LOI • Liaised between the firm and Head of Corporate Development at the portfolio company • Built financial models, summaries, competitive/market analysis, term sheets to evaluate opportunities

Financial Analyst Co-op

2016 - 2016

• Compiled fund and portfolio company performance data in preparation of annual meeting • Completed bi-yearly portfolio company performance reviews for LP’s that complied to ILPA • Updated and maintained portfolio company quarterly financial performance • Performed various ad hoc tasks for employee reporting, fund Audits and CFO/Partner requests

Compliance Co-op

2015 - 2015

• Performed fundamental departmental tasks of running daily, weekly and monthly compliance reports within specific timeframes • Assumed additional responsibility of coding new accounts for Compliance Analysts in order to expedite and review account guidelines

Owner

2011 - 2013

• Made significant capital investments including commercial truck, dump trailer, and power equipment • Successfully sold services to 38 clients in 2013 • Hired, trained, and managed approximately 40 different sub-contractors to deliver services • Directed all aspects of business: from sales, estimating, and landscape design to accounts receivable and payable, scheduling and managing crew, and procuring supplies and equipment • Obtained commercial auto and general liability insurance to establish greater credibility

Contract Employee

2011 - 2013