Jordan Bancroft Cfa, Caia

Jordan Bancroft, CFA, CAIA has a diverse work experience history. In 2014, they worked as an Investment Analyst at Concordia College- Scheels Investment Fund. From 2016 to 2020, they were associated with the Office of the Comptroller of the Currency, where they held various roles, including Assistant National Bank Examiner, Associate National Bank Examiner, and MCBS Capital Markets Development Team. Since 2020, they have been working at Bell Bank, where they initially served as a Performance Reporting Analyst and currently holds the position of VP | Portfolio Manager.

Jordan Bancroft, CFA, CAIA completed their undergraduate studies at Concordia College from 2012 to 2016, where they obtained a degree in Finance and Accounting.

In terms of additional certifications, they achieved the CFA Level 1 certification from the CFA Institute in September 2017. Subsequently, they obtained the CFA Level 2 certification from the same institution in September 2018. In June 2020, they successfully obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute.

Moreover, they acquired the Charter of the Chartered Alternative Investment Analyst (CAIA) in May 2021 from the CAIA Association.

Lastly, in May 2023, they completed the High Impact Presentations course from the Dale Carnegie of North Dakota & Minnesota.