Ivan Yim

Ivan Yim, CFA, CPA, serves as the Director of Credit Research at TruStage Investment Management since May 2021, focusing on property and casualty insurance, non-bank financials, mining, and construction sectors. Prior experience includes establishing the credit department at AlphaSimplex Group as a Credit Analyst, overseeing $4 billion in fixed income investments and analyzing over 50 global banks. Previously, Ivan held roles at Bank of America as a Director/Senior Fixed Income Analyst, providing support for $85 billion in money market funds by covering European and Australian banks. Additional previous positions include Senior Credit Analyst at Capital Advisors Group and Research Analyst at Fidelity Investments, where Ivan focused on financial services and conducted extensive due diligence. The career began at Deloitte & Touche as a Senior Consultant. Educational credentials encompass an MBA in Finance, Management, and International Business from NYU Stern School of Business, a Master of Science in Taxation from the D'Amore-McKim School of Business at Northeastern University, and a BBA in Accounting from Isenberg School of Management, UMass Amherst.