Daniel Park
Anaheim,CA
Summary
Focused, organized, and dependable team player with a successful track record in the wealth management industry seeking an opportunity aimed to leverage strong interpersonal, time management, and analytical skills to meaningfully contribute to the organization.
Overview
19
19
years of professional experience
Work History
Portfolio Analyst
Kayne Anderson Capital Advisors, L.P.
2010.07 - 2023.12
- Investment team member supporting $3.5 billion hedge fund enterprise engaged in energy related infrastructure
- Worked closely with portfolio managers and research analysts in providing analytics/data to support portfolio management decisions and client interactions
- Focused on client updates/portfolio reviews, portfolio analysis using proprietary modeling, exposure analysis, attribution analysis, risk analysis, separate account compliance, monitoring counter-party exposures, as well as continual research on economy, broader market, and energy sector
- Supported firm’s marketing efforts that included client service for mutual sales representative clients and providing marketing group/third-party marketing organizations all essential data necessary to create firm's factsheets, general portfolio reviews, and other collateral materials
- Tasked in writing quarterly commentary drafts for all commingled hedge-funds and specific separate accounts for portfolio managers
- Provided commentary and portfolio related analytics required for Request-for-Proposals, due diligence, and database inquiries by potential clients/plan sponsors/institutional consultants
- Maintained/improved/created Excel-based portfolio management/analytics models
- Conducted special projects for portfolio managers on as-needed basis.
- Enhanced portfolio performance by conducting thorough research and analysis of financial markets.
Portfolio Advisor
Kayne Anderson Rudnick Investment Management
2004.10 - 2010.06
- Worked directly with Chief Marketing Officer in marketing and distribution efforts for firm’s portfolios
- Served as portfolio management team liaison acting as firm’s point of contact for institutional consultants and sub-advisory wrap sponsor firm relationships and mutual clients
- Assisted in implementation of all marketing initiatives and supported sales/marketing/client service efforts of firm’s senior portfolio advisors and regional wholesale representatives of parent company Virtus Investment Partners
- Conducted meetings/conference calls with retail and institutional clients providing quarterly reviews, portfolio updates, and product presentations
- Coordinated and hosted in-house due diligence meetings with clients, national and regional wrap program sponsors, and institutional consultants
- Represented firm by attending and presenting at industry/sponsor related conferences and Virtus sales meetings
- Contributed to creation of marketing materials, client proposals, and portfolio reviews
- Maintained all institutional consultant/client and contact management related databases
Education
Bachelor of Science - Business Administration – Finance and Real Estate
California State University
Northridge, CA1994
Skills
- Alternative Investments
- Hedge Fund Strategies
- Portfolio Management Data & Analytics
- Performance Measurement & Attribution
- Report Preparation & Presentation
- Client Relationship Management
- Advanced Microsoft Office Suite
- Bloomberg, FactSet, Advent/Geneva, CheckFree APL
professional licenses
Formerly Held National Association of Securities Dealers
- Series 63
- Series 65
- Series 7
- Series 24
references
Available upon request
Timeline
Portfolio Analyst
Kayne Anderson Capital Advisors, L.P.
2010.07 - 2023.12
Portfolio Advisor
Kayne Anderson Rudnick Investment Management
2004.10 - 2010.06
Bachelor of Science - Business Administration – Finance and Real Estate
California State University
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