Brian Sung
Portfolio Evaluation Associate @ Fisher Investments
- Role
- Portfolio Evaluation Associate at Fisher Investments
- Location
- Vancouver, WA, US
- LinkedIn followers
- 500 followers
About Brian Sung
Brian Sung graduated magna cum laude with his undergraduate degrees in Finance and…
Experience
Portfolio Evaluation Associate
Jul 2024 — Present · Camas, WA, US
Assigned to evaluate and produce recommendations based on each client’s tax situation, current assets, and cash flows needs. Top performer among 33 associates for the last 3 quarters in recommendation production volume, team responsibilities (Updates, Associate Lead, and Data Team), and project work. Trained to analyze and provide recommendations for Canadian and United Kingdom assets. Other key responsibilities and expertise include:• Team leader of associates who respond to intra-day recommendation request, time sensitive client asks, and questions for the portfolio management group.• Manipulate databases through Access and SQL to generate cyclical data reports and models and address ad hoc requests from a wide variety of internal stakeholders.• Perform monthly and quarterly updates to sales tools regarding the firm’s various portfolio styles.• Experienced with producing Monte Carlo stimulations, coding macros for Excel, Word, and Outlook.
Education
Pacific Lutheran University - School of Business
Bachelor of Business Administration
2019 — 2024
Pacific Lutheran University
Bachelor of Arts - BA
2019 — 2024
University of Oxford
Development Economics and International Development
2023 — 2033
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