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Jean Kim is a seasoned finance professional with experience in investment management, stock rights allocation, and media monitoring. She holds a Bachelor's degree in Economics from Konkuk University and completed an exchange program in International Business at Technische Hochschule Nürnberg Georg Simon Ohm.

Experience

    • South Korea
    • Investment Management
    • 1 - 100 Employee
    • Analyst
      • Jun 2021 - 3 years

      Jongro-gu, Seoul, Korea • Calculated monthly returns, management fees and annual performance fees for individual accounts • Prepared and updated monthly and quarterly investment letters both in English and Korean, including account performance and market updates • Managed AUM reports for discretionary and advisory accounts, ensuring timely monthly submissions to FSS (Financial Supervisory Service) and KOFIA (Korea Financial Investment Association) • Fully engaged in the whole process for launching the first… Show more • Calculated monthly returns, management fees and annual performance fees for individual accounts • Prepared and updated monthly and quarterly investment letters both in English and Korean, including account performance and market updates • Managed AUM reports for discretionary and advisory accounts, ensuring timely monthly submissions to FSS (Financial Supervisory Service) and KOFIA (Korea Financial Investment Association) • Fully engaged in the whole process for launching the first fund from registration to the operations with a Fund AUM of USD 10 million • Handled the overall fund operations, including managing dividends, fees payment, trading instructions, subscription for the newly launched fund and partial redemption upon client’s request • Successfully managed and executed transactions for MP rebalancing or new account setups • Addressed client's requests such as account performance analysis, providing weekly reports, and calculating capital gain taxes Show less

    • United Kingdom
    • Banking
    • 700 & Above Employee
    • CA, Security Operations
      • Nov 2019 - Feb 2021

      Jongro-gu, Seoul, Korea • Managed stock rights allocation for foreign institutional investors in the Korea market • Successfully managed high volume of bond interest payments, stock/cash dividends, and IPO processes from subscription to stock delivery • Conducted proxy voting for annual general meaning and extraordinary general meeting for all listed issuing companies on behalf of clients • Executed FX transaction while communicating with the dealer and promptly provided FX confirmation to… Show more • Managed stock rights allocation for foreign institutional investors in the Korea market • Successfully managed high volume of bond interest payments, stock/cash dividends, and IPO processes from subscription to stock delivery • Conducted proxy voting for annual general meaning and extraordinary general meeting for all listed issuing companies on behalf of clients • Executed FX transaction while communicating with the dealer and promptly provided FX confirmation to clients • Provided timely client support, addressing inquiries regarding CA events of issuing companies within 2-3 hours via email and phone call on a daily basis Show less

    • South Korea
    • International Trade and Development
    • 1 - 100 Employee
    • Government & Corporate Affairs Intern
      • Jul 2019 - Aug 2019

      Yeouido, Seoul, Korea • Conducted daily media monitoring with a focus on the international situation of economy and trade • Organized events including AMCHAM Trade & Customs Committee Meeting

Education

  • 2016 - 2020
    Konkuk University
    Bachelor's degree, Economics
  • 2018 - 2018
    Technische Hochschule Nürnberg Georg Simon Ohm
    Exchange Student, International Business

Suggested Services

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Industry Focus. “Investment Management”

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