KJ

Kevin Jang

Analyst, Retail Portfolio Operations at CC&L

Kevin Jang has a diverse work experience in the financial industry. Kevin started their career as a Customer Service Representative at BMO Financial Group in 2008 and was promoted to the role of Financial Services Manager in 2011. During this time, they managed a portfolio of customer investments and bank accounts and earned a Canadian Securities Course certification. Kevin also trained and coordinated newly-hired Customer Service Representatives.

In 2014, Kevin joined NAB as an Analyst, where they performed analytical reporting on the bank's $300 billion mortgages portfolio and provided proactive insight into the direction of the portfolio. Kevin also researched property market and competitor trends. Later, they took on the role of Associate, Discretionary Pricing, where they reviewed home loan interest rates and conducted research on competitor interest rates and special offerings.

Most recently, Kevin has joined Connor, Clark & Lunn Financial Group (CC&L) in 2022 as an Analyst, Retail Portfolio Operations. Further information on their responsibilities in this role is not provided.

Kevin Jang completed their Bachelor's degree in Economics at Simon Fraser University from 2006 to 2009. In August 2011, they obtained the Canadian Securities Course certification from the Canadian Securities Institute.

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Timeline

  • Analyst, Retail Portfolio Operations

    May, 2022 - present