Walter Jordan

Investment Operations Analyst

Walter Jordan, Investment Operations Analyst, joined SAC in 2024. Walter supports the firm’s daily trading, reporting, and portfolio reconciliation efforts. Having previously interned at SAC for over a year, Walter developed a strong foundation by working alongside both the investment and operations teams, gaining hands-on experience in portfolio management workflows, client service processes, and compliance-driven operational tasks. Walter earned a Bachelor of Arts in Criminal Justice with a minor in Psychology from the University of Alabama, where he completed coursework in research methods, statistics, and cyber law. He has passed the Securities Industry Essentials (SIE) exam, holds a Life & Health Insurance License (Life-214), and is currently preparing for the Series 63 exam to further expand his qualifications in the investment advisory industry. Prior to joining SAC, Walter held various client-facing roles in hospitality and recreation, where he developed strong interpersonal skills, sharp communication skills, attention to detail, and a strong service-oriented mindset.