Overview
Work History
Education
Skills
Timeline
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Josh Kwon

Ridgewood,NJ

Overview

5
5
years of professional experience

Work History

Operations Analyst

06.2021 - 05.2023
  • Manage account maintenance for 1,700+ institutional and retail clients totaling in excess of $20 billion
  • Serve as point of contact for both executing clients and custodians for all trade settlements and trade fails
  • Manage client cash flow and account activity with external custodians such as U.S
  • Bank
  • Adhere to strict AML and KYC procedures set forth by U.S
  • Bank’s global policy
  • Liaise with Sales team, financial advisors, and custodian trade support on client cash and account needs
  • Process onboarding and terminations of new client accounts on various internal systems
  • Train and manage team of 3 colleagues on nuanced procedures while reporting performance to manager
  • Identify inefficiency in money transfer and client onboarding software, working with Tech team to create and implement solutions

Bank Strategy and Operations Intern

StoneCastle Partners
05.2019 - 08.2019
  • Responsible for verifying money transfer and communicating with banks to update any account information
  • Continuously maintain positive relationships with clients and banks through constant contact and care
  • Constantly create and update spreadsheets on Excel and SalesForce to assist organizing account information
  • Reconcile bank balances in excess of $100 million and generate final reports for network of banks

Real Estate Analyst Intern

Consolidated Edison
06.2018 - 08.2018
  • Involved in all aspects of inspection including keen eye for property violations, immediate communication of any pertinent updates and maintaining healthy relationships with home and building owners
  • Analyze and recommend cost-effective solutions to home owners for resolving property violations
  • Validate and organize homeowner agreements and property contracts, creating interactive Excel spreadsheets for easy access

Education

Bachelor of Science - Business Administration; Finance

Fairfield University - Dolan School of Business
Fairfield, CT

Skills

Skills: Fluent in Korean, Basic Skills in Turkish

Computer: Proficient in Excel, PowerPoint Basic Skills in SalesForce, SQL, Jira, Confluence

Interests: Travel, Street Food, Stand-up Comedy, Poker

Timeline

Operations Analyst

06.2021 - 05.2023

Bank Strategy and Operations Intern

StoneCastle Partners
05.2019 - 08.2019

Real Estate Analyst Intern

Consolidated Edison
06.2018 - 08.2018

Bachelor of Science - Business Administration; Finance

Fairfield University - Dolan School of Business

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Josh Kwon