Daniel Kang Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Apply instructions from the Chief Investment Strategist to coordinate tactical asset allocation trades ranging from $20M to about $150M.
• Align objectives and bridge communications with internal business partners—including Investment Counsellors, Technology & Operations, and Fund Accounting—as well as external sub-advising asset managers to execute.
• Evaluate business processes and desk procedures to identify and address gaps, such as corporate action system discrepancies, deviations between financial models and notional accounts, as well as trade error.
• Upkeep and update custom investment models and advice for Investment Counsellors to ensure their recommendations are aligned with each client’s Investment Policy Statement (IPS).
• Serve a key role in executing firm-wide policy and asset mix trades, including high net-worth policy trades in the tens of millions; asset mix trades range from tens of millions to hundreds of millions.
• Author communications distributed to Private Wealth outlining the aforementioned large-scale policy changes and trades.

• Cultivated experience as part of Capital Markets, Security Master, Pricing, and Trade Support teams.
• Executed all Security Master and Pricing team duties on deadline during periods of higher turnover, earning recognition from management and team members.
• Piloted the creation of and updated technical documentation that helped train new hires by clearly outlining standards and procedures step by step.
• Advanced development of and edited Excel macros to automate tasks while simultaneously reducing risk and potential manual errors as well as reducing the time required to complete various daily/monthly set-up and.
• Implemented the Charles River Investment Management System upgrade and served as a key contributor to redesigning business processes for managing trading controls.

• Delivered quantitative support to research meetings, fund structure analyses, and ad-hoc client requests.
• Bridged communications with clients to author and upkeep accurate records compliant with AML/KYC regulations.
• Completed daily analyses performance analyses such as investment performance – daily/monthly/yearly, stock movement, and client account holdings and carried out accurate and complete reporting for Value-At-Risk (VaR).

Woodbridge, Ontario

• Ran practices daily for the high-performance program along with another coach, depending on the size of class. Kids ages were between 10 and 18.
• Ran summer camps, combining hours of tennis, physical fitness, and stretching for groups of 3-12 kids
• Consolidated the tournament results of all students in a spreadsheet that was easily accessible by all coaches and parents
• Communicated strengths/weaknesses to students parents effectively, while giving them advice on how to improve further

Boca Raton, Florida

• As student services coordinator I was able to effectively manage the students in the dorm and enabled nightly activities effectively
• As coach, ran practices for multiple hours daily on my own - both private and group lessons were involved
• Communicated with other staff at Evert, along with coaches, fitness instructors, and other student services emplpoyees