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Jay Kim

Jay Kim

Private English Tutor

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location of Jay KimChicago, Illinois, United States

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  • Timeline

  • About me

    Customer Success Manager, Morningstar Direct

  • Education

    • Gies College of Business - University of Illinois Urbana-Champaign

      -
      Bachelor's degree Finance 3.44

      Accounting and Accountancy IIAdvanced Corporate FinanceBusiness Policy and StrategyEconomic Statistics IIFundamentals of Real EstateInter Microeconomic TheoryIntro Computing (Python, Excel)Investment and Portfolio ManagementLegal Issues in Real EstateManagement and Organizational BehaviorOptions and Futures MarketsPrinciples of Business CommunicationPrinciples of MarketingReal Estate DevelopmentReal Estate Financial MarketsThe Legal… Show more Accounting and Accountancy IIAdvanced Corporate FinanceBusiness Policy and StrategyEconomic Statistics IIFundamentals of Real EstateInter Microeconomic TheoryIntro Computing (Python, Excel)Investment and Portfolio ManagementLegal Issues in Real EstateManagement and Organizational BehaviorOptions and Futures MarketsPrinciples of Business CommunicationPrinciples of MarketingReal Estate DevelopmentReal Estate Financial MarketsThe Legal Environment of Business Show less

    • Illinois Tech Stuart School of Business

      -
      Master of Science - MS Finance, General 3.72

      Activities and Societies: iit.edu/news/futures-look-bright-stuart-team-places-sixth-worldwide-trading-competition Financial ModelingFinancial Statement AnalysisFutures, Options, and OTC DerivativesHigh Frequency FinanceInvestment Banking and Venture CapitalMarket Risk ManagementMaths with Financial ApplicationStatistical Analysis in Financial MarketsStructured Fixed Income PortfoliosTime Series AnalysisValuation/Portfolio Management

  • Experience

    • Self-employed

      Jun 2016 - Aug 2018
      Private English Tutor

    • Krannert Center for the Performing Arts

      Sept 2018 - Apr 2019
      Assistant, Food Services

    • Dipalo Ventures

      Sept 2021 - Apr 2022
      VC Associate Intern

      - Supported Fund I operations, including underwriting, financial analysis, and data visualization- Expanded brand awareness in the Midwest ecosystem leveraging partners’ extensive networks- Evaluated new investment opportunities in collaboration with the GP and Venture Partners- Prepared comprehensive investment reports and presentations for various stakeholders

    • Morningstar

      Apr 2022 - now

      - Onboarded and trained clients on Morningstar Direct's features, enhancing their asset/wealth management capabilities through effective utilization of data and reporting tools.- Analyzed and interpreted investment data, guiding clients toward data-driven decision-making strategies, improving portfolio performance and risk management.- Guided clients through operational processes, database management, and software troubleshooting, ensuring seamless use of Morningstar Direct.- Proactively monitored client engagement, identifying opportunities to enhance alignment with investment processes, leading to increased efficiency and client satisfaction. Show less - Leveraged subject matter expertise to enhance client relationships, providing tailored guidance on data delivery mechanisms, including FTP and API integration.- Served as the primary escalation point, ensuring client satisfaction and influencing product decisions through effective resolution of technical and operational issues.- Aligned client objectives with Morningstar’s success plan via regular, data-driven business reviews, ensuring strategic engagement and goal attainment.- Implemented and managed data feeds and delivery systems, optimizing data flow and accessibility, and identifying opportunities for upsell and cross-sell through in-depth technical interactions. Show less

      • Customer Success Manager, Morningstar Direct

        Nov 2023 - now

      • Associate Customer Success Manager, Morningstar Data and Research

        Apr 2022 - Nov 2023

  • Licenses & Certifications