Kevin Sun Email & Phone Number

Coralville, Iowa, United States

Des Moines, Iowa Area

• Completed cash reconciliation between IM and Custodians for over 50 funds
• Conducted research and analysis on all account transactions through both internal and external resources daily
• Prepared NAV, Holding and Accrual reconciliation reports monthly
• Oversaw the trade load processes and comparison for both EQ, FI and External Boutique portfolios daily

Des Moines, Iowa Area

• Generated cash flow, dividend sweep and other reports weekly
• Monitored and processed sponsors’ requests daily
• Updated and revised investment models
• On-boarding new accounts and set up trades daily

University Of Iowa

• Created report discussing economic, industry, and company-specific analysis for a $300,000+ portfolio
• Constructed Excel valuation model to forecast target equity prices using DCF, relative P/E, fundamental P/E, and DDM valuation techniques; primary coverage: Microsoft Corporation (NasdaqGS: MSFT)

Iowa City, Iowa Area

• Advanced my knowledge in the financial planning and gained experiences over the uses of many financial instruments
• Managed my own time to keep 10-15 meetings per week
• Job shadowed senior advisors in assisting clients

Master Of Business Administration (M.B.A.), Finance, General

Education record

2017 Level II Candidate in the CFA Program

Bachelor Of Business Administration (B.B.A.), Finance, Risk Management& Insurance

Activities and Societies: Delta Sigma Pi International Business Fraternity, Phi Sigma Pi National Honors Fraternity, Hawk Trade, Financial.