Kevin Phiengsai
Walnut Creek,CA
Summary
Investment professional with over 6 years of experience in asset management, focusing on index equity portfolio management. CFA Level III candidate with strong skills in international equity markets, index methodologies, and ETF basket creation. Built fundamental experience in cash management, FX trading, and equitization strategies, with a history of enhancing processes and delivering results. Recognized for attention to detail and reliability in achieving investment objectives.
Overview
9
9
years of professional experience
Work History
Associate Portfolio Manager
Charles Schwab Asset Management
San Francisco, CA
08.2021 - Current
- Solely led index projections for eight ETFs and six mutual funds, ensuring accuracy and replicability for over $100B NAV.
- Influenced enhancements in index methodology during benchmark transition of seven international funds.
- Streamlined reporting accuracy and efficiency for fund attribution reports, significantly reducing manual work hours monthly.
- Managed transition of ETF basket creation tool through rigorous testing and collaboration with partners on enhancements.
- Identified and analyzed value-added trades from corporate actions and security lending activities.
- Received SAM Secret Weapon Award (2025) for outstanding contributions; recognized with performance accolades in 2023 and 2024.
Senior Trade Operations Specialist
Charles Schwab Asset Management
San Francisco, California
04.2019 - 08.2021
- Facilitated research workflows in BlackRock Aladdin platform for analysts and portfolio managers.
- Optimized execution trades by reviewing daily, weekly, and monthly processes.
- Collaborated with trading team on projects to resolve operational inefficiencies.
- Oversaw compliance and reporting for rating changes across 3,500+ securities and 800 issuers.
Home Mortgage Consultant
Wells Fargo
Pleasanton, California
12.2016 - 04.2019
- Guided clients in navigating mortgage programs and loan structures based on credit risk appetite.
- Managed comprehensive loan processes, ensuring transparency and accuracy for all stakeholders.
Education
Bachelor of Science - Business Administration, Finance
University of Arizona
Tucson, AZ05-2015
CFA® Program Participant, CFA Institute
Skills
- ETF and mutual fund management
- Portfolio rebalancing
- Corporate actions
- Securities lending
- BlackRock Aladdin expertise
- Bloomberg proficiency
- Performance attribution analysis
- Excel proficiency
Timeline
Associate Portfolio Manager
Charles Schwab Asset Management
08.2021 - Current
Senior Trade Operations Specialist
Charles Schwab Asset Management
04.2019 - 08.2021
Home Mortgage Consultant
Wells Fargo
12.2016 - 04.2019
Bachelor of Science - Business Administration, Finance
University of Arizona
CFA® Program Participant, CFA Institute
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