Experience

Woori Investment & Securities

• South Korea
• Financial Services
• 100 - 200 Employee

• Investment advisor

  • Oct 2009 - Present

  • Provide investment advisory services—such as equity research, management, and private brokerage—to an assigned group of high net worth clients. • Consult with clients to determine investment objectives, portfolio, and risk tolerance to craft comprehensive financial strategy that will satisfy their future financial needs. • Trade client accounts, including investing/divesting assets as appropriate and rebalancing accounts, based on client’s confirmation of asset allocation. • Initiate and participate in new business development activities to identify prospective clients: prepare presentations, follow up on client contacts, and close the sale of investment services to high net worth individual investors Show less



Honesty investment management

• Portfolio Manager

  • Aug 2007 - Sep 2009

  •Direct the overall activities of research, trading, and portfolio management for a value fund with long-term investments worth KRW 40 billion in key high growth sectors such as solar energy, wind power, water, plant, nuclear, and food. •Develop and execute investment strategies and risk management processes, including implementation, maintenance, and validation of portfolio models. •Manage analytical tasks centered around asset allocation and risk exposure to optimize investment portfolio. •Outperformed the KOSPI by 10~15%pts every year. Show less



Leo investment management

• Portfolio Manager

  • Aug 2006 - Aug 2007

  •Performed portfolio management of an absolute return fund with the average return of 8% for pension fund. •Conducted portfolio analytics related to portfolio construction and investment including identifying and selecting profitable candidates of large-cap growth stocks, analyzing stock market, forecasting macroeconomic dynamics, and conducting industry research. •Performed portfolio management of an absolute return fund with the average return of 8% for pension fund. •Conducted portfolio analytics related to portfolio construction and investment including identifying and selecting profitable candidates of large-cap growth stocks, analyzing stock market, forecasting macroeconomic dynamics, and conducting industry research.



Korea Investment Management Co. Ltd

• South Korea
• Investment Management
• 1 - 100 Employee

• Sr.Portfolio Manager

  • Jun 1998 - Mar 2003

  •Maintained the responsibilities for portfolio management of a high-yield/CBO fund with KRW 2 trillion in assets, in compliance with corporate guidelines and regulatory policies. •Researched and recommended investment strategies that met the portfolio objectives,analyzing portfolio segments including security type, term, option features, industry, quality, duration and convexity. •Identified and selected 100+ investment candidates among 350 KOSDAQ-listed companies through physical site visits and in-depth review of underlying financials (financial history, cash flow, growth potential, debt structure and earnings potential) as well as related industry, market and economic analysis. •Developed and implemented transaction strategies to buy and sell securities worth KRW 100~300 billion to increase overall portfolio yield, focusing on KOSDAQ-listed stocks with the potential to increase in price. •Contributed to earning the honor of being selected as one of the best funds by Lipper Korea in 2001. •Developed and produced written reports and regular updates for portfolio performance and investment recommendations as necessary. •Selected to participate in the Financial Supervisory Service’s task force team to develop and implement solutions to the problem of non-performing loans caused by the 1997 financial crisis in Korea and took on the responsibility for monitoring financial stability of investment management companies and developing new regulations to improve investment management practices Show less