Jordan Rice, lead Senior Analyst
Jordan is a member of the Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for our retirement plan clients. His responsibilities also include assisting in Innovest’s retirement plan efforts including Request for Proposals for clients, evaluating and benchmarking plans and their service providers, as well as building performance reports and performing asset allocation studies. He is also a member of the Due Diligence Group, responsible for independently sourcing investment managers, as well as monitoring recommended products and strategies. The group utilizes both quantitative and qualitative analysis evaluating performance, understanding return attribution, and meeting management teams both at Innovest and at their offices. The group works in conjunction with Innovest’s Investment Committee.
Jordan graduated from the University of Colorado at Boulder with a Bachelor of Arts degree. Prior to joining Innovest, Jordan worked at Empower Retirement on the government market team where he helped write and review Request for Proposals.
During his free time, Jordan enjoys hiking, skiing and enjoying all of the outdoor activities Colorado has to offer.