James Fields
Trading Operations Specialist Iii Sma Trader @Allspring Global Investments
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WORK HISTORY
Trading Operations Specialist Iii Sma Trader @Allspring Global Investments
Generated model portfolios for various investment strategies using existing reference portfolios and risk models- Monitored multiple portfolio manager activity to mirror in SMA and UMA accounts- Rebalanced accounts as requested by clients and/or portfolio managers- Generated trades and coordinated their approval; executed equity and fixed income trades; verified trade execution- Prepared and distributed various control reports- Researched equities held in client accounts that are not held in associated strategy model portfolios.
SKILLS
ABOUT JAMES FIELDS
Financial Specialist who combines extensive knowledge of mutual funds and all aspects of…
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