Joseph Byun, Mba Email & Phone Number

Jacksonville, Florida Area

Fintech company specializing in portfolio management and financial reporting software• Perform daily reconciliation on investment transactions/positions and make appropriate adjustments where in order to deliver accurate performance data • Work with clients directly to address and correct portfolio data discrepancies • Engage with financial custodians and brokers to troubleshoot and correct data issues • Innovate with team members to create improved accuracy and efficiency with data delivery and processing• Assist with system and product development enhancements• Train new hires with strict on-boarding guidelines• Part of the welcoming team to all new hires to make sure they have everything to succeed

Jacksonville, Florida Area

• Helped rebuild JU's student investment fund in it's second year with over 600K• Used forecasting tools and dashboards such as the Bloomberg Terminal to analyze revenue variances, business pipeline, and industry trends within the Tech sector• Analyzed and pitched relevant equities to the fund for possible investment• Utilize top down approach to source ideas• Long only in equities with some diversification in other assets

Jacksonville, Florida Area

• Manage the life cycle of the trade• Reading and understanding indentures to determine fungibility between cusips• Responsible for running 5 reports daily through Bloomberg and Excel for management and traders• High volume of ad hoc requests involving booking and amending trades done in a timely manner• Trained 3 new colleagues dealing with trade and exchange procedures• Work in global teams around the world• Active in community service and recreational sports

• Coached and traveled with junior golf player• Managed player’s itinerary including: tournament schedule, hotel reservations, flights, rental car

• Team Captain 2011-2012• 2012 Conference Champions• Won 5 team events in 2011-2012 season• Winner at the 2010 John Hayt Collegiate Invitational • A part of the 2010 NCAA National Championship team• Individually ranked top 15 in the country at peak competition• A-Sun All-Academic honors• First Tee volunteer

• Competed nationally in junior and amateur tournaments throughout the country• Hold multiple scoring records on the Florida Junior Tour• Traveled to over 15 tournaments per year while balancing academics• Ranked 37th in the country at peak competition

Master Of Business Administration - Mba, Finance

Activities and Societies: Dolphin Student Investment Fund

Bachelor Of Business Administration, Finance

Activities and Societies: College Golf TeamDivision 1 Men's Golf