Jordan Schroeder, CIMA®

Experience

• 

  Envestnet Asset Management

  May 2011 - Oct 2012

  • Assist in portfolio model updates and management. • Process trade orders. • Manage service requests. • Assist in portfolio operations processing for all of the following areas: mutual fund wraps, Separately Managed Accounts (SMA), Multi-Manager Accounts (MMA), model maintenance. • Research and resolves problems with client accounts. • Prepare documents, forms, and reports as directed. * Assisted in cash flow analysis.* Set up new accounts.* Performed account administration.* Managed service requests.* Provided team support with an assigned workload. * Completed quality checks.* Researched and resolved problems on accounts.* Prepared all necessary documents, forms, and reports as directed.* Provided documentation and support to other internal departments.

  • Junior Portfolio Administrator

    Nov 2011 - Oct 2012

  • Junior Operations Specialist

    May 2011 - Oct 2011
• 

  Janus Henderson Investors U.S.

  Nov 2012 - now

  • Director of Indiana & Downstate IL

    Nov 2019 - now

  • Sr. Associate Director

    Jun 2018 - Nov 2019

  • Associate Director

    Jun 2016 - May 2018

  • Senior Internal Sales Consultant

    Apr 2014 - May 2016

  • Internal Sales Consultant

    Nov 2012 - Mar 2014