Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Helen Kim

Springfield

Summary

Results-driven operations and data analytics professional with over a decade of experience in investment operations, process improvement, and performance reporting. Recognized for driving efficiencies and developing creative solutions to streamline workflows and solve complex challenges. Skilled in leveraging Excel, Power BI, and SQL to transform complex data into actionable insights. Proven ability to enhance cross-functional collaboration, ensure compliance, and deliver accurate, timely reporting to support strategic decision-making.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Senior Associate, Core Advisory Operations

KPMG LLP
Tysons Corner
01.2023 - Current
  • Review and process expense policy exception requests to ensure compliance with firm and functional group policies and regulations.
  • Create comprehensive training materials on operational best practices to effectively delegate tasks to offshore teams, improving efficiency, and knowledge transfer.
  • Develop comprehensive budget spend reports by collecting, cleaning, analyzing, and visualizing data for stakeholders, to provide actionable insights for decision-making.
  • Contribute to the refinement of scorecards and KPIs by defining metrics, reconciling data, and creating reports that enhance transparency, and provide readily available performance feedback.
  • Support other various firm strategic initiatives by collaborating with various teams to identify process enhancements, and streamline workflows.

Onboarding Associate, Client Services

Cassaday & Company, Inc
McLean
11.2021 - 12.2022
  • Managed new client households during the onboarding process; this involves the collection and preparation of documents/forms to be submitted to custodians, and various external institutions.
  • Other responsibilities include monitoring incoming transfers, setting up new account accessories and features, and maintaining client information within the CRM.

Associate, Portfolio Analytics and Reporting

StepStone Group
La Jolla
05.2018 - 04.2021
  • Promoted from Senior Analyst to Associate in January 2020
  • Managed the production of Quarterly Investor Reports for firm’s managed real estate funds.
  • Supported Investor Relations/ Business Development teams with RFP submissions, fundraising, and investor presentations.
  • Supported in the data migration, user testing, and implementation of new tools and processes.
  • Provided services for institutional clients; responsibilities included data reconciliations, benchmark services, board presentations, and assisting the Research Team in the drafting of investment memos and amendment recommendations.
  • Assembled Quarterly Benchmark Analysis Reports for broader firm- use.

Investment Operations Associate, Project Lead

Spire Investment Partners
Reston
04.2017 - 03.2018
  • Promoted to Project Lead after five months in October 2017.
  • Provided daily administration and regulatory risk management regarding account openings, transfers, maintenance, money movement, cashiering, and performance reports for both B/D and RIA businesses.
  • Acted as a middle office for over 30 advisors located throughout the country across five custodial platforms, providing customer support, problem resolution, and clarification on policies and procedures.
  • Trained branch office teams on custodial platforms, Spire tools/software, and operational policies and procedures.

Investment Operations Associate

Cambridge Associates LLC
Arlington
07.2014 - 02.2017
  • Promoted from Junior Associate to Associate in July 2015.
  • Tracked alternative investment funds and client-specific data to support the firm’s portfolio monitoring, research analytics, and benchmark services.
  • Maintained relationships with over 75 private investment managers in order to collect performance data on behalf of clients, and to include it in the alternative investment benchmark database.
  • Served as a resource to various departments to provide additional research on private investments, including exposure models, client cash flow analysis, financial statement analysis, historical data reconciliations for conducting due diligence reports, and research on partnership terms and agreements.
  • Involved in project teams, including Company Classification, Benchmarks, Operating Metrics Team, Manager Research Information, Singapore Liaison, and Data Accuracy Metrics.

Education

Economics

George Mason University
Fairfax, VA

Skills

Performance Monitoring & Reporting

Investment Operations

Client Service

Excel

Power BI

Tableau

Data Analysis Express (DAX)

SQL

R

Certification

  • Google Data Analytics Professional Certificate
  • DataCamp Intro to SQL
  • DataCamp Intermediate SQL

Timeline

Senior Associate, Core Advisory Operations

KPMG LLP
01.2023 - Current

Onboarding Associate, Client Services

Cassaday & Company, Inc
11.2021 - 12.2022

Associate, Portfolio Analytics and Reporting

StepStone Group
05.2018 - 04.2021

Investment Operations Associate, Project Lead

Spire Investment Partners
04.2017 - 03.2018

Investment Operations Associate

Cambridge Associates LLC
07.2014 - 02.2017

Economics

George Mason University

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