![Shane S. Kim](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Shane joined Amervest as a research analyst.
He is responsible for providing quantitative, fundamental, and technical research as well as analytic support to the portfolio management team.
His quantitative, computer and mathematical background contribute to the firm’s research capabilities in managing the client’s funds.
He was an independent engineering consultant and senior engineer for International Technology Corporation, subsidiary of The IT Group.
He holds Bachelor’s and Master’s degrees in Engineering from the University of California at Irvine, and a Master’s degree in Business Administration from the University of Southern California.
Shane is currently a candidate for Level II of the CFA program.
Former positions of Shane S. Kim
| Companies | Position | End |
|---|---|---|
Amervest Co., Inc.
 Amervest Co., Inc. Investment ManagersFinance Amervest focuses on their clients' requirements for safety, liquidity and total return to build investment strategies that reflect their risk tolerance and return expectations. Typically, they offer the following full discretionary investment services: cash and cash equivalents, short-term 1-3 Year corporate/government, intermediate 1-5 year corporate/government and enhanced government bonds. Their investment approach is to seek excess returns over designated benchmarks. This is accomplished through a bond optimization process developed by Amervest to allocate assets between different sectors and maturity horizons. | Analyst-Fixed Income | 30/06/2005 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Amervest Co., Inc.
Amervest Co., Inc. Investment ManagersFinance Amervest focuses on their clients' requirements for safety, liquidity and total return to build investment strategies that reflect their risk tolerance and return expectations. Typically, they offer the following full discretionary investment services: cash and cash equivalents, short-term 1-3 Year corporate/government, intermediate 1-5 year corporate/government and enhanced government bonds. Their investment approach is to seek excess returns over designated benchmarks. This is accomplished through a bond optimization process developed by Amervest to allocate assets between different sectors and maturity horizons. | Finance |
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