Project Manager Management

DANIEL S. KIM

**** ***** ****** ***** . ****** VALLEY, CA 94552

951-***-**** . **********@**********.***

EDUCATION

UNIVERSITY OF CALIFORNIA, HASTINGS COLLEGE OF THE LAW, SAN FRANCISCO,

CA

J.D. expected 2017.

Hastings Business Law Association, Hastings Association of Tax Students,

and Hastings Intellectual Property Association.

Student volunteer for Hastings Volunteers in Tax Assistance (VITA), and

Legal Advice and Referral Clinic (LARC).

UNIVERSITY OF CALIFORNIA, BERKELEY, BERKELEY, CA

B.A., Rhetoric, 2008.

Relevant courses: Macroeconomics, Microeconomics, Personal Finance,

Organizational Behavior, and Public Speaking.

Asian Business Association - Social Committee.

EXPERIENCE

ADVENT SOFTWARE, SAN FRANCISCO, CA

Spring 2010 -

Fall 2014

Analyst, Asset Management Group / Senior Specialist / Specialist

. On-boarded strategic beta clients from client-server architecture to

new SaaS portfolio accounting platform.

. Consulted investment management organizations on best practices

concerning portfolio performance, equities, fixed income, private

equities, transaction accounting, corporate actions, compliance,

report design, and automation.

. Collaborated with all investment staff including executive

management, trading, portfolio management, operations, and IT.

. Drafted detailed custom engineering specifications for further

validation from product development, sales, and legal.

. Researched and validated corporate action implications as Advent

Corporate Actions Subject Matter Expert.

GLASS LEWIS & CO., SAN FRANCISCO, CA Spring 2010 - Summer 2010

Research Analyst, Common Law Group

. Drafted proxy advisory reports for institutional shareholders based

on corporate governance best practices.

. Researched and analyzed corporate financial statements, audit issues,

executive compensation, and board independence.

PINPOINT RESEARCH, EMERYVILLE, CA Fall 2008 - Spring 2010

Assistant Project Manager

. Maintained contracts and tracked budgets, collaborated with clients

during planning, programming, and implementation.

. Managed a team of three operations engineers and a transcription

vendor to meet project deadlines on time and on budget.

. Created top-line and interim trending reports based on customer

analyses using SPSS and Microsoft Excel.

. Maintained production databases in SQL, and oversaw vendor

transcriptions tables in Microsoft Access.

MCGRANE GREENFIELD LLP, SAN FRANCISCO, CA Summer 2008

Case Clerk

. Under attorney supervision, conducted legal research for legal

records and regulatory findings.

. Submitted court documents to bankruptcy courts using CM/ECF

electronic filing system.

. Prepared deposition summaries for estate planning cases, reviewed and

proofread legal documents.

ADDITIONAL INFORMATION

EVANGEL BIBLE CHURCH OF BERKELEY, BERKELEY, CA

Spring 2014 - Present

Legal Team Volunteer

. Review and edit church bylaws and constitution under attorney

supervision.

ADVENT SOFTWARE, SAN FRANCISCO, CA

Q2 - 2012

Productivity Award Recipient

. Departmental award for the most cases resolved, most cases taken,

highest case average, and highest promoter scores.

SKILLS & INTERESTS

. Proficient in Excel, PowerPoint, Word, Access, SQL, SSRS, SPSS, and

Salesforce.

. Playing tennis, hiking, and learning to fly fish.

Contact this candidate