AeroLeads people directory · profile

Joseph Kim, Cfa Email & Phone Number

Senior Operations Analyst at Westwood Holdings Group, Inc.
Location: Greater Chicago Area, United States 5 work roles 3 schools
3 work emails found @ntrs.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 3 work emails

Work email j****@ntrs.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Westwood Holdings Group, Inc.
Role
Senior Operations Analyst
Location
Greater Chicago Area, United States
Company size
148 employees

Who is Joseph Kim, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Joseph Kim, Cfa is listed as Senior Operations Analyst at Westwood Holdings Group, Inc., a with 148 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at ntrs.com and a matched LinkedIn profile for Joseph Kim, Cfa.

Joseph Kim, Cfa previously worked as Second Vice President at Northern Trust Corporation and Lead Investment Analyst at Driehaus Capital Management Llc. Joseph Kim, Cfa holds Master'S Degree, Financial Economics from Ohio University.

Company email context

Email format at Westwood Holdings Group, Inc.

This section adds company-level context without repeating Joseph Kim, Cfa's masked contact details.

*@ntrs.com
74% confidence

AeroLeads found 3 current-domain work email signals for Joseph Kim, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Joseph Kim, Cfa

Experienced financial professional with a demonstrated history of working in the investment management industry. Skilled in Financial Modeling, Financial Analysis, Microsoft Excel, Research, and Data Analysis.

Listed skills include Project Management, Agile Project Management, Ms Project, Transfer Agency, and 38 others.

Current workplace

Joseph Kim, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Westwood Holdings Group, Inc.
Westwood Holdings Group, Inc.
Senior Operations Analyst
dallas, texas, united states
Website
westwoodgroup.com
Employees
148
AeroLeads page
Company profile
View company profile Email format
5 roles

Joseph Kim, Cfa work experience

A career timeline built from the work history available for this profile.

Lead Investment Analyst

Driehaus Capital Management Llc

Chicago, Illinois, United States

Analyze & rebalance portfolios Oversee the entire lifecycle of trades from their booking to settlement (average of ~800 trades/day)Manage foreign currency reservesImprove process by automating repeating tasks to increase efficiency and reduce human error Allocate IPO & secondary shares based on investment policyTrain and monitor new hires

Dec 2017 - May 2021

Business Analyst

Legal & General Investment Management America

Chicago, Illinois, United States

Established equity index fund support team that assist with daily trading activities and client transfers Analyzed fund expenses related to onboarding and cash flow activitiesDesigned and built various programs with IT team to enable 3rd party FX, OD monitoring, auto-posting of cash tickets, and trade ticket generations in order management systems.Acted as the point of contact in ensuring all systems and account setups are ready prior to launching new mandates or closing of accounts/strategiesDefined the trade support procedure for LGIMA to enable the follow the sun modelTrained and managed new hires

Jun 2015 - Nov 2017

Investor Services Team Lead

Harbor Capital Advisors, Inc.

Chicago, Illinois, United States

Acted as the first escalation point in answering client inquiries and resolving unusual issuesExecuted over 12,000 mutual fund transactions Advised retail and institutional investors in making investment decisions by providing performance data, product information, strategy holdings, and hypothetical feesPerformed cost basis analysis to provide tax advice on taxable and reportable securities transactions.

Dec 2012 - Mar 2015
Team & coworkers

Colleagues at Westwood Holdings Group, Inc.

Other employees you can reach at westwoodgroup.com. View company contacts for 148 employees →

FR Frederic Rowsey, Cfa Frederic Rowsey, Cfa Colleague at Westwood Holdings Group, Inc.Dallas, Texas, United States View → MW Michael Wall Michael Wall Colleague at Westwood Holdings Group, Inc.Omaha, Nebraska, United States View → EL Elmer Lopez Elmer Lopez Colleague at Westwood Holdings Group, Inc.Houston, Texas, United States View → SS Sandra Sanchez Sandra Sanchez Colleague at Westwood Holdings Group, Inc.Orange County, California, United States View → SC Steve Corona Steve Corona Colleague at Westwood Holdings Group, Inc.Houston, Texas, United States View → KR Kellie Romero S. Kellie Romero S. Colleague at Westwood Holdings Group, Inc.Dallas, Texas, United States View → CH Christopher Hartman Christopher Hartman Colleague at Westwood Holdings Group, Inc.Greater Phoenix Area, United States View → JL Jennings Lawson Jennings Lawson Colleague at Westwood Holdings Group, Inc.Houston, Texas, United States View → RF Randy Flowers Randy Flowers Colleague at Westwood Holdings Group, Inc.Washington Dc-Baltimore Area, United States View → CC Cole Charlton, Cfp® Cole Charlton, Cfp® Colleague at Westwood Holdings Group, Inc.Dallas, Texas, United States View →
3 education records

Joseph Kim, Cfa education

High School Diploma

Niles West
FAQ

Frequently asked questions about Joseph Kim, Cfa

Quick answers generated from the profile data available on this page.

What company does Joseph Kim, Cfa work for?

Joseph Kim, Cfa works for Westwood Holdings Group, Inc..

What is Joseph Kim, Cfa's role at Westwood Holdings Group, Inc.?

Joseph Kim, Cfa is listed as Senior Operations Analyst at Westwood Holdings Group, Inc..

What is Joseph Kim, Cfa's email address?

AeroLeads has found 3 work email signals at @ntrs.com for Joseph Kim, Cfa at Westwood Holdings Group, Inc..

Where is Joseph Kim, Cfa based?

Joseph Kim, Cfa is based in Greater Chicago Area, United States while working with Westwood Holdings Group, Inc..

What companies has Joseph Kim, Cfa worked for?

Joseph Kim, Cfa has worked for Westwood Holdings Group, Inc., Northern Trust Corporation, Driehaus Capital Management Llc, Legal & General Investment Management America, and Harbor Capital Advisors, Inc..

Who are Joseph Kim, Cfa's colleagues at Westwood Holdings Group, Inc.?

Joseph Kim, Cfa's colleagues at Westwood Holdings Group, Inc. include Frederic Rowsey, Cfa, Michael Wall, Elmer Lopez, Sandra Sanchez, and Steve Corona.

How can I contact Joseph Kim, Cfa?

You can use AeroLeads to view verified contact signals for Joseph Kim, Cfa at Westwood Holdings Group, Inc., including work email, phone, and LinkedIn data when available.

What schools did Joseph Kim, Cfa attend?

Joseph Kim, Cfa holds Master'S Degree, Financial Economics from Ohio University.

What skills is Joseph Kim, Cfa known for?

Joseph Kim, Cfa is listed with skills including Project Management, Agile Project Management, Ms Project, Transfer Agency, Workflow Applications, Client Service Oriented, Business Intelligence, and Business Process Improvement.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Joseph Kim, Cfa you were looking for.

Joseph Kim, CFA
Joseph Kim, CFA
Equities Analyst, Global Small Caps At Ausbil Investment Management Limited
Sydney, Nsw
2 email domains
View similar profiles