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Daniel Kim, Cfa Email & Phone Number

Senior Portfolio Manager, Head of RMBS and CLO @ Macquarie Asset Management at Macquarie Group
Location: Boston, Massachusetts, United States 6 work roles 2 schools
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Current company
Macquarie Group
Role
Senior Portfolio Manager, Head of RMBS and CLO @ Macquarie Asset Management
Location
Boston, Massachusetts, United States
Company size
16295 employees

Who is Daniel Kim, Cfa? Overview

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Daniel Kim, Cfa is listed as Senior Portfolio Manager, Head of RMBS and CLO @ Macquarie Asset Management at Macquarie Group, a company with 16295 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Daniel Kim, Cfa.

Daniel Kim, Cfa previously worked as Senior Portfolio Manager, Head of RMBS and CLO at Macquarie Group and Managing Director, Head of RMBS Research at Wellington Management. Daniel Kim, Cfa holds Mba, Finance from Cornell Johnson Graduate School Of Management.

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Macquarie Group

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About Daniel Kim, Cfa

Securitized credit investor with extensive experience in portfolio management, research, trading, modeling, risk management, and collateral underwriting. Leverage expertise in all facets of the securitization market to exploit the fundamental and technical inefficiencies that others missed and create alpha for clients. Achieve efficient frontier in portfolios by discovering undervalued investment opportunities through proprietary research. Deep background in, and holistic view of, the housing market developed from expertise in mortgage underwriting and servicing, sell-side risk management, and buy-side research and portfolio management. Strong team player and client focused.

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Daniel Kim, Cfa's current company

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Macquarie Group
Macquarie Group
Senior Portfolio Manager, Head of RMBS and CLO @ Macquarie Asset Management
australia
Website
macquarie.com
Employees
16295
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6 roles

Daniel Kim, Cfa work experience

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Senior Portfolio Manager, Head Of Rmbs And Clo

Current
Macquarie Group

Philadelphia, PA

Jul 2023 - Present

Managing Director, Head Of Rmbs Research

Wellington Management

Boston, MA

Lead analyst for the firm’s $13B of AUM in RMBS (Residential Mortgage Backed Securities) across the capital structure (from AAA to first-loss). Member of Securitized Products Strategy Group, overseeing $50B of AUM across securitized credit products (RMBS, CMBS, ABS, and CLO). - Responsible for investment strategy development and security selection by.

Oct 2008 - Jun 2023

Vice President, Securitized Products Portfolio Manager

Bear Stearns Companies

New York, NY

Portfolio manager, analyst, and trader for RMBS, CMBS, and ABS investments in the securitized products sleeves of Core and Core+, and short duration funds.- Specialized in trade idea generation through proprietary research and portfolio optimization.- Led securitized products strategy discussions at the weekly Asset Allocation Committee meetings.

Apr 2007 - Sep 2008

Vice President, Securitized Products Analyst And Trader

Sumitomo Mitsui Trust Bank (U.S.A) Limited

New York, NY

Led research and trading of RMBS and ABS investments for the bank’s proprietary investment funds.- Conducted fundamental research and developed investment strategies for the securitized products team.- Presented investment ideas and strategies to the Investment Committee.

May 2006 - Apr 2007

Associate, Fixed Income Risk Analyst

Credit Suisse

New York, NY

Analyzed market risks for fixed income desks including securitized products, corporate credit, and EM.Performed sensitivity tests using simulation-based value-at-risk (VaR) methodology.- Assessed key risks of large trades for pre-trading clearance.- Designed and proposed risk management strategies for Basel compliance to Risk Management Committee.

Sep 2003 - May 2006

Senior Officer, Mortgage Underwriter And Servicer

Scotiabank

Vancouver, British Columbia, Canada

Underwrote residential and commercial mortgages, making credit decisions and determining terms. Worked out non-performing loans by negotiating terms with borrowers and re-underwriting mortgages.

Aug 1998 - Jul 2001
Team & coworkers

Colleagues at Macquarie Group

Other employees you can reach at macquarie.com. View company contacts for 16295 employees →

MM Mohit Mehndiratta Mohit Mehndiratta Colleague at Macquarie GroupDelhi, India, India View → TC Tom Colebatch Tom Colebatch Colleague at Macquarie GroupNew York, New York, United States, United States View → GM Giovanni Mazzeo Giovanni Mazzeo Colleague at Macquarie GroupSydney, New South Wales, Australia, Australia View → MM Matilda Mcknight Matilda Mcknight Colleague at Macquarie GroupManly, New South Wales, Australia, Australia View → MT Melissa Terzo-Scott Melissa Terzo-Scott Colleague at Macquarie GroupNew York City Metropolitan Area, United States View → NC Niña Chrisel Garcia Niña Chrisel Garcia Colleague at Macquarie GroupPasig, National Capital Region, Philippines, Philippines View → IC Ingrid Caldwell Ingrid Caldwell Colleague at Macquarie GroupManassas, Virginia, United States, United States View → AB Anthony Betancourt Anthony Betancourt Colleague at Macquarie GroupPearland, Texas, United States, United States View → AY Amanda Yin Amanda Yin Colleague at Macquarie GroupPetaling Jaya, Selangor, Malaysia, Malaysia View → TC Tiffany Cheung Tiffany Cheung Colleague at Macquarie GroupSydney, New South Wales, Australia, Australia View →
2 education records

Daniel Kim, Cfa education

FAQ

Frequently asked questions about Daniel Kim, Cfa

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What company does Daniel Kim, Cfa work for?

Daniel Kim, Cfa works for Macquarie Group.

What is Daniel Kim, Cfa's role at Macquarie Group?

Daniel Kim, Cfa is listed as Senior Portfolio Manager, Head of RMBS and CLO @ Macquarie Asset Management at Macquarie Group.

Where is Daniel Kim, Cfa based?

Daniel Kim, Cfa is based in Boston, Massachusetts, United States while working with Macquarie Group.

What companies has Daniel Kim, Cfa worked for?

Daniel Kim, Cfa has worked for Macquarie Group, Wellington Management, Bear Stearns Companies, Sumitomo Mitsui Trust Bank (U.S.A) Limited, and Credit Suisse.

Who are Daniel Kim, Cfa's colleagues at Macquarie Group?

Daniel Kim, Cfa's colleagues at Macquarie Group include Mohit Mehndiratta, Tom Colebatch, Giovanni Mazzeo, Matilda Mcknight, and Melissa Terzo-Scott.

How can I contact Daniel Kim, Cfa?

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What schools did Daniel Kim, Cfa attend?

Daniel Kim, Cfa holds Mba, Finance from Cornell Johnson Graduate School Of Management.

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