A result-driven private banker with a strong track record in delivering exceptional performance and optimizing global portfolio strategies. Demonstrated expertise in investment research, valuation, and portfolio management across various industries. Have numerous experience in providing seminars and materials to financial professionals and the company. Committed to seek new opportunities to leverage my skills and drive client success.
Experience & Achievements:
① SVP Grand Prize
- Samsung Group 2017 Global Grade 3 Recruitment Training Top Honors, Awarded by the Director of the Human Resources Development Institute
② Positioned in a team which managed the largest portfolio(KRW 7.8T) within South Korea
③ Generated annual recurring revenue
④ Conducted seminars on global gaming industry trends, value chain and identified opportunities via SOTP Analysis
⑤ Seeked potential on semiconductor value chain and global global computing industry
- Initiated coverage on AMD, first to cover domestically
- Presented materials and seminars on changing dynamics in non-memory industry, with concise PSR, POR, PER, SOTP, DCF valuation
⑥ Perceived growth momentum in SaaS, especially in early stage companies on biropharmaceutical sector
- Analyzed overall lifecyle of SaaS products and cloud industry to utilizing PSR and DCF valuations
⑦ Led the Global Desk Portfolio Management Strategy
- Identified opportunities in the US Treasury long term bonds for hedging strategies amid macro uncertainties followed by US-China dispute
- Estimated the long-term direction of benchmark interest rates through analysis of FOMC minutes and global monetary policies
8) Created official internal report on the paradigm shifts in the data and communications industry by recognizing the potential of big data and AI
- Curated list of global top 12 stocks
ㆍBroadcom, TSMC, ASML, AMD, Nvidia, Equinix, Keysight Technology, Shennan Circuits, American Tower, Crown Castle, Skyworks
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