Kristen Ahn
Implementation Portfolio Manager | Global Equity/Alternatives/Fixed Income | Diversity, Equity, & Inclusion,
- Role
- Implementation Portfolio Manager at Russell Investments
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Kristen Ahn
Portfolio Manager with a demonstrated history of working in the financial services industry. Skilled in financial analytics, risk management, and fund transition events, with proficient leadership and communication abilities. Interests in improving diversity, equity, and inclusive environments to build and foster community in the workplace. Currently pursuing the CFA professional designation to further enhance a career in Investment Analysis and Portfolio Management.
Experience
Implementation Portfolio Manager
Feb 2024 — Present · Seattle, WA, US
Drives process and technology enhancements, implement operational policies, as well as perform daily functions/tasks. Daily functions include, validating portfolio information, analysing portfolios in relation to market movements and product specifications, recommending and negotiating implementation options with portfolio managers and coordinating trade execution. In addition, will initiate conversations with external investment managers to discuss, arrange and agree trading details while also communicating with operations associates, client service associates, overlay portfolio managers, foreign exchange portfolio managers and global traders on exposure adjustments, timing, and execution.
Education
University of Puget Sound
Bachelor of Arts - BA, Business/Managerial Economics
2016 — 2020
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