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About
Derek Jordan serves as a Portfolio Analyst at Bryn Mawr Trust in Philadelphia, PA, where he supports fixed-income trading and portfolio management since joining the firm in 2024. His responsibilities include assisting with investment analysis, trade execution, and monitoring portfolios, with a particular emphasis on fixed-income securities such as bonds and related instruments.
Jordan’s career at Bryn Mawr Trust began with internships focusing on portfolio analysis and investment support, where he gained hands-on experience with asset allocation and financial research. He progressed from Investment Intern and then Portfolio Analyst Intern before moving into his current full-time analyst role in 2024, allowing him to develop expertise in both operational and research-driven areas of investment management.
He holds a Bachelor of Business Administration (BBA) in Finance, complemented by a minor in Information Systems & Technology from The College of New Jersey. Jordan’s background positions him to leverage quantitative analysis and technological insights in his work, with a primary investment focus on fixed-income markets and portfolio risk management for institutional and individual clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bryn Mawr Trust | Portfolio Analyst | Jun 2024 to Present | — |
| Bryn Mawr Trust | Portfolio Analyst Intern | Jan 2024 to May 2024 | — |
| Bryn Mawr Trust | Investment Intern | Jun 2023 to Aug 2023 | Rotational experience across equity research, fixed income, and investment strategy. Performed bottom-up equity research estimating the fair value of a company in the consumer staples sector. |
| Stantec | Intern | Oct 2018 to Jun 2019 | — |
| HOK | Intern | Oct 2017 to Jun 2018 | — |
Education
The College of New Jersey
Bachelor of Business Administration - BBA, Finance | Minor: Information Systems & Technology
Others at BRYN Mawr Capital Management, LLC (18)
| Name | Role | Location |
|---|---|---|
B Brandon Shuler | Senior Vice President, Senior Portfolio Manager | Berwyn, PA , United States |
B Brian Feldman | Trader | New York, NY , United States |
C Christopher Krumenacker | Senior Equity Research Analyst | Philadelphia, PA , United States |
| Quantitative Researcher | Smyrna, GA , United States | |
J James Hutchinson | Sr. Vice President and Investment Advisor | Philadelphia, PA , United States |
P Peter Brodie | Chief Investment Officer | Wayne, PA , United States |
S Seth Dadds | Portfolio Manager and Head of Securities Research | United States |
| Investment Research Analyst | Exton, PA , United States | |
A Andrew Bass | Investment Associate | Philadelphia, PA , United States |
| SVP, Head of Macro Research | Philadelphia, PA , United States |
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