1662 Commonwealth Ave # 66 Brighton, MA 02135 808-387-2302
Objective
A recent MBA graduate with excellent communication, analytical, and teamwork skills with 6 years of experiences in financial services industry seeks a challenging position in financial services industry.
Professional Experience
VERITUDE, Boston, MA Aug 2007-Sept 2007
Analyst (Temporary Contractor) at Pyramis Global Advisors
- Performed data analysis and ad hoc requests to support annual business planning project for Pyramis Market Research & Competitive Analysis Group, reporting to VP and Director.
- Successfully completed projects which included: researching and creating/updating plan sponsor profiles; providing support in testing of a new website; creating and formatting presentation materials; performing other ad hoc requests.
OPPENHEIMERFUNDS, Boston, MA Summer 2006
Fixed Income Analyst (Summer Intern)
- Interned at the Mortgage Team of High Grade Investment Group of OFI Institutional Asset Management, reporting to Fixed Income Fund Manager.
- Conducted general market research on Mortgage Backed Securities and detailed research on individual sectors.
- Assisted in evaluating new software programs for in-depth securities analysis by utilizing them during trial-periods and working with the vendor to answer questions to expected users.
- Provided assistance by generating reports for weekly Mortgage Team meetings, drafting and distributing meeting minutes, updating database for data analysis and performance measurement.
CENTRAL PACIFIC BANK, Honolulu, HI 2002-2005
Mortgage Banking Analyst
- Reviewed and processed residential mortgage loans using The Loan Handler and Automated Underwriting System (AUS) in a fast-paced environment with average monthly funding of $35 million, with peak at $80 million a month.
- Made credit decisions ($500,000 lending limit per loan) by reviewing all documents and conditions according to investor guidelines using AUS, including Fannie Mae DU, Freddie Mac LP, and Countrywide CLUES/CLOUT.
- Coordinated with outside vendors to obtain and verify necessary documents (title, appraisal, sales contracts) for loan approvals; performed borrower due diligence by verifying employment and income with employers and financial institutions; facilitated loan officers and borrowers by providing alternative solutions or loan programs.
JOHN HANCOCK FUNDS, Boston, MA 2001-2002
Investment Operations Analyst
- Maintained books of Privately Managed Accounts of John Hancock Advisers and Sovereign Asset Management with over $1 billion in assets under management; reconciled internal cash and security positions with external brokers' positions on monthly basis; provided support to portfolio managers and traders to promptly resolve all performance or trading issues.
- Informed portfolio managers on significant cash or security transfer transactions for adequate cash positions.
• Set up new accounts with 100% accuracy for immediate same day trading, leading to client satisfactions and retentions.
STATE STREET CORPORATION, Boston, MA 1999-2001
• Promoted from Portfolio Accountant, 2000; Maintained book of accounts for Wellington Management Company managing $22 billion in assets of Wellington Trust Funds; prepared trial balances and monthly financial statements; monitored all daily money movements and forecasted cash with 100% accuracy to invest in short term vehicles.
• Researched and resolved discrepancies in domestic and foreign cash position, share position, income collection, trade settlement, futures processing, and corporate action which required frequent interaction with various departments within SSC and client.
• Drafted and updated procedural workbook for Wellington fund group for special accounting treatments or upgrades to State Street’s Multi-Currency Horizon accounting system; took additional roles as a member of Derivatives Task Force and Process Coach for the fund group; successfully trained 4 new portfolio accountants in the fund group.
Education
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS, Wellesley, MA 2005-2007
Master of Business Administration (MBA), May 2007. Magna Cum Laude.
- Selected as 1 of 11 top finance students for Babson Finance Immersion Program.
- Member of Graduate Judicial Board, Undergraduate Mentor in Korean Business Club, Member of Asia Business Forum.
BOSTON UNIVERSITY, Boston, MA 1994-1998
Bachelor of Science and Business Administration (BSBA) with Concentration in Accounting.
Boston University Scholarship Grant, Dean’s Lists, AT&T Team Leadership Award.
Additional Information
Languages: Fluent in Korean, intermediate in Japanese. Work Status: Authorized to work in the U.S. for any employer.
Computer: Microsoft Office Products including Excel, Word, Power Point, Access. Proficient in Bloomberg and Capital IQ.
Activities: Volunteered at Salvation Army, State of Hawaii, Kapiolani Medical Center, Galleria Mall.
