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Morgan Cox

Morgan Cox

Portfolio Accountant

Janus Henderson Investors U.S.

Greater Denver Area, us

Experienced Portfolio Accountant with a demonstrated history of working in the investment management industry. Strong accounting professional with a Bachelor of Science (B.S.) focused in Finance from Florida State University.

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Janus Henderson Investors U.S.

Portfolio Accountant

• Perform daily cash and holdings reconciliations for domestic and global separate and sub-advised accounts
• Conduct root-cause analysis of discrepancies to develop appropriate solutions with custodians and brokers
• Maintain thorough understanding of complex derivative securities
• Prepare routine and ad hoc multicurrency reports for external and internal clients
• Identify and create processes for new and existing products, tasks, and controls to enhance efficiencies