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

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

• 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

• 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