Jordan Chisholm
Englewood
Summary
Seasoned Investor Relations professional specializing in real estate investment fund servicing and relationship management with direct investors and external partners. Skilled in operational procedures and investor onboarding, with a focus on leveraging tax-advantaged investments to enhance community impact. Committed to process improvement, data integrity, and effective investor servicing development.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Associate Director - Investor Relations
FORUM INVESTMENT GROUP
Denver
2025.01 - Current
- Transaction Execution & Fund Management: Direct the full subscription process and execution for the firm's investment vehicles, including Multifamily REIT, 3(c)(7) Private Fund, direct real estate deals, and '40 Act Interval Fund.
- Shareholder Operations Management: Lead operational alignment across administrators, transfer agents, custodians, and distribution partners to maintain high-quality investor servicing.
- Investor experience leadership: Managed day-to-day interactions with high-net-worth and institutional investors, serving as primary contact for inquiries and support.
- Compliance & operations: Oversaw capital call tracking and distributions, facilitated investor consents, ensuring precision and alignment with SEC compliance frameworks (including Regulation S-P for PII protection).
- Enhanced investor onboarding and standardized operating procedures using CRMs and investor portals.
Senior Associate - Investor Relations
FORUM INVESTMENT GROUP
Denver
2022.03 - 2025.01
Fiduciary Services Specialist
BROADRIDGE FINANCIAL SOLUTIONS
Denver
2021.11 - 2022.03
- Specialized in fund analysis and advised corporate/institutional clients on fund manager performance assessments, maintained strict adherence to Section 15(c) of the Investment Company Act of 1940.
- Provided customer support for financial services inquiries and issues.
- Collaborated with teams to enhance service delivery processes.
- Utilized CRM software to track client interactions and resolve concerns.
Bilingual Retirement Representative
EMPOWER RETIREMENT
Greenwood Village
2020.09 - 2021.10
- Utilized Spanish fluency to deliver advisory and operational support while managing relationships for diverse clients navigating retirement and investment vehicles.
- Assisted clients in understanding retirement plan options and benefits.
- Conducted regular educational seminars on retirement planning strategies.
- Processed client transactions and maintained accurate account records.
Relationship Manager and AVP
COMPUTERSHARE
Highlands Ranch
2015.11 - 2020.09
- Managed portfolio of 40+ corporate and institutional issuers, serving as primary operational lead for shareholder recordkeeping, transaction processing, regulatory compliance across equity administration functions.
- Project Management & Execution: Directed and coordinated project management for corporate actions, IPOs, secondary offerings, and dividend programs, ensuring all filings and documentation met SEC guidelines.
- Leadership & Talent Development: Mentored and trained junior Relationship Managers, drastically improving team efficiency, workflow standard operating procedures (SOPs), and client-service consistency.
- Supported leadership teams in navigating administrative and governance requirements, staying current on '33 Act rules and translating regulatory changes into actionable guidance for clients.
- Led data integrity and reconciliation initiatives for corporate records (authorized capital, reserve balances) to ensure seamless audit reviews and facilitate year-over-year revenue growth through strategic product upselling.
High Risk Analyst
COMPUTERSHARE
Highlands Ranch
2013.02 - 2015.11
- Managed portfolio of residential mortgage loans in foreclosure, mitigating investor loss risk through complex litigation management and ensuring regulatory compliance.
- Analyzed high-risk accounts to identify potential fraud and compliance issues.
- Collaborated with cross-functional teams to develop risk mitigation strategies.
- Conducted thorough investigations of suspicious transactions and activities.
Anti-Money Laundering (AML) Compliance Analyst
WESTERN UNION
Denver
2012.09 - 2013.02
Litigation Paralegal
HERSHEY SKINNER, LLC
Lone Tree
2007.12 - 2012.08
Education
Bachelor of Arts - International Spanish for the Professions
University of Colorado
Boulder, COFirst Year Law -
St. Mary's University School of Law
San Antonio, TXParalegal Certificate -
Arapahoe Community College
Littleton, COSkills
- Investor Relations
- Institutional relationship management
- HNW relationship management
- Investment Analysis
- Industry Expertise
- Specialized Funds
- Private fund structures
- Multifamily REIT
- Interval fund expertise
- Institutional Investors
- High-Net-Worth Investors
- Relationship Management
- Client Services
- Client relations
- Communication
- Bilingual (English/Spanish)
- Advanced Excel Modeling
- Technical Tools
- Salesforce
- HubSpot
- Juniper Square
- AIX
- CRM Management
- Portal Management
- Fund administrator coordination
- Transfer agent coordination
- Intermediary firm coordination
- Transactional process oversight
- Operational Strategy
- Process Optimization
- Cross-Functional Coordination
- Inter-Departmental Collaboration
- Tax Strategy
- Finance
- Asset Management
- Client Services
Certification
- FINRA Licenses: SIE, Series 7, Series 6, and Series 63.
Languages
Spanish
Professional
Timeline
Associate Director - Investor Relations
FORUM INVESTMENT GROUP
2025.01 - Current
Senior Associate - Investor Relations
FORUM INVESTMENT GROUP
2022.03 - 2025.01
Fiduciary Services Specialist
BROADRIDGE FINANCIAL SOLUTIONS
2021.11 - 2022.03
Bilingual Retirement Representative
EMPOWER RETIREMENT
2020.09 - 2021.10
Relationship Manager and AVP
COMPUTERSHARE
2015.11 - 2020.09
High Risk Analyst
COMPUTERSHARE
2013.02 - 2015.11
Anti-Money Laundering (AML) Compliance Analyst
WESTERN UNION
2012.09 - 2013.02
Litigation Paralegal
HERSHEY SKINNER, LLC
2007.12 - 2012.08
Bachelor of Arts - International Spanish for the Professions
University of Colorado
First Year Law -
St. Mary's University School of Law
Paralegal Certificate -
Arapahoe Community College