JORDAN P. SALE
New York,NY
Summary
Results-oriented and relationship-focused finance professional with extensive experience in capital raising and investment sales within the alternative investment space. I joined the PWS team as the third member during the early formation, playing a key role in supporting strategic decisions related to the build out of the platform. My ability to take initiative, build relationships, and work effectively with my peers led to my promotion from the internal desk to an external coverage role - making me the first member to make this transition.
Overview
6
6
years of professional experience
Work History
External Sales -Private Wealth Solutions Associate
HPS Investment Partners
02.2023 - Current
- Oversee multiple markets, driving strategic capital raising initiatives across diverse investor channels, including RIAs, Family Offices, Broker-dealers, and Independent Broker-dealers (IBDs)
- Cultivate and maintain high-impact relationships with financial advisors through proactive outreach, tailored follow-ups, and in-person meetings, resulting in sustained advisor engagement and asset growth
- Effectively communicate the value proposition of HPS’s sophisticated investment strategies, demonstrating deep knowledge of portfolio construction, firm objectives, fund positioning, and key market trends
- Leverage established client relationships to coordinate strategic introductions between senior investment team members and prospective investors, enhancing firm visibility across several different regions
Business Development Associate
Gerson Lehrman Group (“GLG”)
06.2021 - 01.2023
- Support senior sales team in growing relationships by identifying prospective GLG users, leading outreach, presenting GLG’s platform to VP and senior level clients and managing onboarding process
- Analyze market segments through public filings and internal databases to develop and execute targeted outreach plan – contacted 2,000 prospects and secured 100+ new clients in year 1 (representing $13M+ in annual revenue)
- Oversee end-to-end execution and management of client projects by facilitating educational interactions between GLG experts and clients
- Collaborate with members of the marketing team to distribute effective marketing materials, geared towards gaining client interest
- Facilitate custom learning solutions such as phone consultations, one-on-one meetings, surveys, market research reports, and consulting engagements with leading subject-matter experts and C- suite executives
- Responsible for managing the team’s pipeline and coordinating with the senior members of the team to ensure that all of our clients have an accurate opportunity status
Investment Banking Intern
CASTLE PLACEMENT
10.2020 - 05.2021
- Participated in all stages of transactions, including analysis and due diligence calls, as well as collaborating with team members in drafting presentations for senior management
- Compiled information on prospective investors for debt and equity transactions and updated proprietary database using FileMaker Pro
- Conducted market research and generated ideas around potential issuers for Regulation A+ and Regulation CF equity crowdfunding transactions
- Assisted in the preparation of 20+ PowerPoint Decks based on client materials
- Created PowerPoint presentations summarizing key findings from research initiatives, aiding senior bankers in their decision-making processes.
Business Development / Marketing Intern
KESS RECORDS
06.2020 - 08.2020
- Identified and sourced multiple sponsors through targeted cold-calls for virtual concerts during COVID-19
- Assisted in developing and employing tactical marketing strategies to reach consumers of music and related content
- Managed online brand and social media presence to maximize reach and engagement across a 25k+ database
Business Development Intern
TRAVEL LEADERS GROUP
06.2019 - 08.2019
- Assisted in due diligence process of a major strategic M&A opportunity by performing detailed analysis and preparing various presentations for the executive management team
- Analyzed profitability by location to inform footprint rationalization
- Weekly 1:1 meeting with the CEO to present takeaways from industry research and analysis
Education
Graduate for Bachelor of Arts - Political Science, Minor in Management
TULANE UNIVERSITY
New Orleans, LA05.2021
Timeline
External Sales -Private Wealth Solutions Associate
HPS Investment Partners
02.2023 - Current
Business Development Associate
Gerson Lehrman Group (“GLG”)
06.2021 - 01.2023
Investment Banking Intern
CASTLE PLACEMENT
10.2020 - 05.2021
Business Development / Marketing Intern
KESS RECORDS
06.2020 - 08.2020
Business Development Intern
TRAVEL LEADERS GROUP
06.2019 - 08.2019
Graduate for Bachelor of Arts - Political Science, Minor in Management
TULANE UNIVERSITY
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