About
Jordan Shimabuku is an Associate Analyst at Select Equity Group, L.P., based in Kirkland, WA, where he contributes to equity research and investment analysis focused on public equities. His responsibilities include fundamental analysis, financial modeling, and preparing investment recommendations to support the firm's portfolio management decisions.
Jordan's investment expertise spans multiple sectors, including consumer goods, technology, financial services, healthcare, and industrials, reflecting his earlier work managing multi-sector portfolios within the University of Oregon Investment Group (UOIG) and as an equity research associate at Citi. At Citi, he deepened his experience analyzing public companies and providing sector insights for institutional clients.
He holds a Bachelor of Science in Business Administration (Finance) and Economics from the Charles H. Lundquist College of Business at the University of Oregon, where he earned the Analyst of the Year Award for outstanding research contributions. Jordan's notable career background includes prior roles at Goldman Sachs and a leadership position as VP of Finance for the University of Oregon Financial Management Association, underscoring his analytical rigor and sector versatility.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Select Equity Group, L.P. | Associate Analyst | Apr 2021 to Present | — |
| University of Oregon Financial Management Association | VP of Finance | Apr 2016 to Sep 2016 | — |
| Citi | Senior Equity Research Associate | Nov 2020 to Apr 2021 | Software: Cloud Infrastructure Software, Productivity & Collaboration Software |
| Goldman Sachs | Global Investment Research Analyst | Jun 2018 to Nov 2020 | Agribusiness: Proteins, Ag Processors, Crop Chemicals & Fertilizers |
| University of Oregon Investment Group | Tall Firs Portfolio Manager | Feb 2016 to May 2018 | • Actively managed a long-only equity portfolio worth over $1.3 million • Achieved Alpha of 157 bps for the 2017-2018 Fiscal Year • Consumer Goods sector leader, voted 2016-2017 "Analyst of the Year" |
| Pacific Crest Securities | Summer Equity Research Associate | Jun 2017 to Aug 2017 | Cloud Software & Analytics Semiconductors |
| Martin Capital Partners, LLC | Research Intern | Oct 2016 to Apr 2017 | — |
| University of Oregon Information Services | Technology Service Desk Employee | Jul 2014 to May 2015 | — |
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Science (B.S.), Business Administration (Finance), Economics
2013 — 2018
Cairo American College
High School Diploma
2006 — 2013
Skills & Expertise
Others at Select Equity Group, L.P. (33)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | New York, NY , United States |
A Aldo Eysaman | Associate Analyst | Seattle, WA , United States |
 | Analyst | New York, NY , United States |
A Ann Vaughan | Investment Analyst | Houston, TX , United States |
 | Principal | New York, NY , United States |
C Connie Lu | Investment Analyst | New York, NY , United States |
 | Analyst | New York, NY , United States |
J Jonathan Bearman | Principal and Head of Trading | New York, NY , United States |
 | Partner | Greenwich, CT , United States |
 | Analyst | New York, NY , United States |
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| Name | Role | Fund | Location |
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 | Partner | Steward Partners Investment Advisory, LLC | Suffolk, VA , United States |
 | Associate | Steward Partners Investment Advisory, LLC | Milwaukee, WI , United States |
 | Partner | Summit Trail Advisors, LLC | New York, NY , United States |
B Brandon Woods | Principal | Summit Trail Advisors, LLC | New York, NY , United States |
 | Partner, Portfolio Manager | First Manhattan Co. LLC. | New York, NY , United States |
A Adam Wolf | Analyst | First Manhattan Co. LLC. | New York, NY , United States |
