Jun Kim
Analyst
Silver Spring,MD
Summary
Detail-focused Analyst with knowledge in data analysis, process validation and business needs analysis. Proven to understand customer requirements and translate into actionable project plans. Dedicated and hard-working with passion for Big Data. Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
3
3
years of professional experience
Work History
Data Analyst
Chenega Corporation
2 2024 - 3 2024
- Conducted thorough competitor analyses, identifying gaps in market share and opportunities for growth.
- Solved Complex data inquiries from Stakeholders comprised of numerous MTFs (military treatment facilities).
- Improved decision-making processes with accurate data analysis and visualization techniques.
- Collaborated with cross-functional teams to ensure data integrity and accuracy, resulting in better-informed decisions.
- Utilized Tableau to extract weekly clinical enrollment data
- Resolved complex business challenges by leveraging statistical modeling techniques in excel and tableau.
- Produced monthly reports using Excel spreadsheet functions and department of defense MHS genesis tool.
Client Operations Analyst
Morgan Stanley
04.2021 - 01.2024
- Successfully maintained accuracy on client custodial accounts through strict monitoring of live trade data and end-of-day reconciliation emails sent to senior managing directors, organizing end-of-day reports to ensure strict compliance and up-to-date data
- Observed due diligence by researching trade data discrepancies by analyzing daily error patterns through audits and monitoring broker account allocation patterns
- Advised various brokers on incorrect and missing trade data sent by clients to reduce setbacks by performing exacting analysis, commands, and pivot tables on large datasets from client allocation files using advanced Excel tools
- Cross-collaborating with various departments on issues out of the scope of the operations department such as the fees and commissions team, margins team, and Asia clearing team
- Managed ticket system for invalid products by working closely with the p2 (product setup team) and expiry team
- Onboarded prospective clients and assisted with account setup on Morgan Stanley proprietary system and ensuring data connection to such systems
- Developed key initiatives and project plans for current and prospective employees involving training and compliance.
- Devised and implemented processes and procedures to streamline operations.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Performed audits of subsidiaries to protect shareholders and potential investors from fraudulent or unrepresentative financial claims.
Education
Bachelor of Science - Financial Economics
University of Maryland - Baltimore County
Baltimore, MD 05.2001 -
Skills
- Documentation
- Excel Functions
- Statistical Analysis
- Tableau
- Report Preparation
- Flexible Schedule
- Data formatting
- Sharepoint
- Microsoft office Suite
- Project Management
- Organizational Skills
- Process Improvement
- Clear and Concise Communication
- Workflow Analysis
- KPI Tracking
- Data Analysis
Affiliations
- Project Management Institute
Timeline
Client Operations Analyst
Morgan Stanley
04.2021 - 01.2024
Bachelor of Science - Financial Economics
University of Maryland - Baltimore County
05.2001 -
Data Analyst
Chenega Corporation
2 2024 - 3 2024