Jordan Simatupang, CFA
Associate at Principia Management Group- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteJan, 2021- Nov, 2024
Experience
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Principia Management Group
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Indonesia
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Investment Management
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1 - 100 Employee
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Associate
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Jul 2021 - Present
Specifically assigned to:- Manage existing portfolios in the marine, steel manufacturing, and real estate sectors.- Lead the investor relation team.- Co-lead the investment origination team.Day-to-day job description includes:- Assisting the Partners in forming high-level strategic direction for our existing and potential portfolios.- Managing relationship with key (existing and potential) stakeholders of various projects.- Monitoring, controlling and reporting the performance of several portfolios, with total asset size > US$80mn.- Performing research and due diligence including financial modelling, structure and presentations to support initiatives across various projects.
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Junior Associate
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Jul 2020 - Jul 2021
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Senior Analyst
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Jan 2019 - Jul 2020
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Analyst
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Jul 2017 - Dec 2018
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Ministry of Investment / Indonesia Investment Coordinating Board (BKPM)
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Indonesia
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Government Administration
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300 - 400 Employee
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Special Staff to the Chairman of BKPM
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Mar 2019 - Oct 2019
Assisted the Chairman of BKPM in liaising with major investors (including preparing key materials and discussion points, accompanying the Chairman of BKPM to high-level strategic meeting with the investors). Involved in major investment projects, with total investment size of more than USD 5bn. Assisted the Chairman of BKPM in liaising with major investors (including preparing key materials and discussion points, accompanying the Chairman of BKPM to high-level strategic meeting with the investors). Involved in major investment projects, with total investment size of more than USD 5bn.
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University of Indonesia
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Indonesia
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Higher Education
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700 & Above Employee
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Assistant Lecturer
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Feb 2016 - Jun 2017
Tasked as an assistant lecturer in the subject of Cost Accounting, Management Accounting & Introductory Accounting. Role includes creating tutorials materials, delivering presentation, and organizing student exams to tracked their performances during the semester Tasked as an assistant lecturer in the subject of Cost Accounting, Management Accounting & Introductory Accounting. Role includes creating tutorials materials, delivering presentation, and organizing student exams to tracked their performances during the semester
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Accenture
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Ireland
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Business Consulting and Services
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700 & Above Employee
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Management Consultant Intern
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Jun 2016 - Aug 2016
Internship program in Accenture, a leading global professional services company, which provides a broad range of services and solutions in strategy, consulting, digital, technology and operations. The role was to join a team of management consultants to work in organization design, which includes proposing and implementing an operating model and organization structure - workflows, job descriptions, staff sizing, and key performance indexes - for a major Indonesian palm oil company. Internship program in Accenture, a leading global professional services company, which provides a broad range of services and solutions in strategy, consulting, digital, technology and operations. The role was to join a team of management consultants to work in organization design, which includes proposing and implementing an operating model and organization structure - workflows, job descriptions, staff sizing, and key performance indexes - for a major Indonesian palm oil company.
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Business Tax Intern
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Jun 2015 - Aug 2015
Internship program in Deloitte Indonesia, a global independent firm providing audit, consulting, financial advisory, risk management, tax and related services. The program was to work with an Associate in helping private clients and organizations to implement tax strategies and providing advice about taxation legislations Internship program in Deloitte Indonesia, a global independent firm providing audit, consulting, financial advisory, risk management, tax and related services. The program was to work with an Associate in helping private clients and organizations to implement tax strategies and providing advice about taxation legislations
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Education
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University of Indonesia
Bachelor's degree, Accounting -
EF Englishtown
C2 Proficiency, English Literature (British and Commonwealth) -
SMA Kolese Kanisius
High School, Natural Sciences