Claire Wordell
Investment Trading Specialist II
- Role
- Investment Trading Specialist Ii at Johnson Financial Group
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Claire Wordell
Leadership Philosophy: My goal as a future leader is to help my employees and…
Experience
Investment Trading Specialist Ii
Oct 2022 — Present · Milwaukee, WI, US
Rebalance client portfolios to established models in a timely manner.• Monitor daily trade activity to ensure accurate and timely settlement of trades. Upload and execute trades with various custodians in a timely manner.• Reconcile data feeds across multiple applications and sources.• Maintain portfolio model structure in Wealth applications.• Communicate with SMA managers and notify them of cash requirements.• Accurately set up and maintain asset coding in all Wealth applications.• Plan and implement application updates and upgrades as assigned.• Prepare regulatory filings as assigned. Must stay current on regulatory changes and put into practice within established timeframes.• Special projects as assigned. Independently handle a wide variety of situations and assignments that are non-routine.• Create, document and implement trading related workflows and procedures. Workflows must address efficiency, operational excellence and the client experience. • Train new Wealth associates on Wealth applications as assigned utilizing various types of training formats.• Monitor and assist with the trading and settlement of fixed income.• Help with the transition into a new fixed income trading system.• Assist with various fixed income projects.
Education
Wisconsin Lutheran College
Bachelor of Arts - BA, Finance, General
Yale School of Management
Investment Management Theory & Practice
Wisconsin Lutheran College
Minor, Accounting
Marquette University
Master of Business Administration - MBA, Finance, General
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