Joseph Byun

Data Analyst @SS&C Advent

Jacksonville, FL, US

Fintech company specializing in portfolio management and financial reporting software• Perform daily reconciliation on investment transactions/positions and make appropriate adjustments where in order to deliver accurate performance data • Work with clients directly to address and correct portfolio data discrepancies • Engage with financial custodians and brokers to troubleshoot and correct data issues • Innovate with team members to create improved accuracy and efficiency with data delivery and processing• Assist with system and product development enhancements• Train new hires with strict on-boarding guidelines• Part of the welcoming team to all new hires to make sure they have everything to succeed

University of North Florida

Bachelor of Business Administration, Finance

Jacksonville University

Master of Business Administration - MBA, Finance