일반사무관리업무 실적 Fund Administration Achievements
2023 ~ 현재
2023 – Present
AssetERP(자산운용사 지원시스템) AssetERP (Asset Manager Support System)
- • Asset-ERP 특허출원 (10-2022-0147900) Asset-ERP patent application (10-2022-0147900)
- • 일반사무관리 업무서비스 회사 100여개 달성 Reached ~90 companies for general administration services
- • 자문/일임 업무서비스 회사 20여개 달성 Reached ~20 companies for advisory/discretionary services
- • Asset-ERP 업무서비스 회사 37여개 달성 Reached ~37 companies for Asset-ERP service
2017.07 ~ 2022
Jul 2017 – 2022
투자일임 및 자문 및 시스템지원 Discretionary Investment, Advisory, and System Support
- • 투자일임 및 자문업무 Discretionary investment and advisory services
- • 일반사무관리 업무 서비스<br>기관고객 일임 서비스 Fund administration services<br>Discretionary services for institutional clients
- • 2020.01 현대해상 기관고객 일반관리업무 서비스 개시 Jan 2020: Launched general administration services for Hyundai Marine & Fire Insurance institutional clients
- • Asset-ERP 저작권 등록 (제C-2021-058177호) Asset-ERP copyright registration (No. C-2021-058177)
2017.06 ~ 현재
Jun 2017 – Present
일반사무관리 및<br>시스템 지원 업무 Fund Administration and<br>System Support
- • 일반사무관리업무 등록 (제2018-112호) 2018.04.17 Fund administration business registration (No. 2018-112) on 2018-04-17
- • 사모자산운용회사 일반사무관리 업무서비스 General administration services for private asset management companies
- • 2021.07 전문사모회사 일반사무관리 50개회사 달성 Jul 2021: Reached 50 specialized private fund companies for general administration
파트너사 계약 Partnership Agreements
2023.12
Dec 2023
핀케치(주) Fincatch Co., Ltd.
- • 고객에게 기관투자자용 주문관리시스템(OMS)의 안정적 제공 Stable provision of institutional investor Order Management System (OMS) to clients
- • 관계회사 및 양사 협업체계 구축 Established collaboration framework between affiliated and partner companies
2023.01
Jan 2023
정&유 아카데미 Jung & Yoo Academy
- • 금융IT 인력 양성 프로그램 설계 및 지원 Designed and supported financial IT talent development program
- • 교육 콘텐츠 및 강사 공동 구축 협업 Joint development of educational content and instructor collaboration
- • Asset-ERP 공동파트너 구축 Established Asset-ERP joint partnership
2018.04
Apr 2018
DB 및 OS 파트너사 DB and OS Partners
- • 티맥스소프트 ISV계약 ISV contract with TmaxSoft
- • 티베로 DB Tibero Database
- • 티맥스 리눅스 OS 등 Tmax Linux OS and related systems
2017.10
Oct 2017
정보보호시스템 파트너사 Information Security System Partner
- • 누리아이티(주) 총판계약 Exclusive distribution agreement with Nuri IT Co., Ltd.
- • 2차인증 비밀번호 생성 Secondary authentication password generation
- • 개인정보등 보호를 위한 암호화 Encryption for protection of personal information
금융시스템 업무실적 Financial System Project Achievements
2018 ~ 현재
2018 – Present
- • 신영자산운용 운용지원(성과)시스템 Shinyoung Asset Management Performance Support System
- • 마스턴투자운용 정보통합관리시스템 Maston Investment Management Integrated Information System
- • 현대인베스트자산운용 정보통합관리시스템 Hyundai Invest Asset Management Integrated Information System
2017
2017
금융시스템구축 및 컨설팅 Financial System Development and Consulting
- • 한화자산PI컨설팅 Hanwha Asset PI Consulting
- • 동부증권 Dongbu Securities
- • 유진투자증권 신탁 Eugene Investment & Securities Trust
- • 우리은행PWM Woori Bank PWM
2016
2016
국민은행 신 일반사무관리 Kookmin Bank New Fund Administration
2013 ~ 2014
2013 – 2014
주택금융공사 신탁 Korea Housing Finance Corporation Trust
- • 우리펀드서비스 일반사무관리 Woori Fund Service Fund Administration
2011 ~ 2012
2011 – 2012
동양증권 신탁 / 현대증권 PBS Tongyang Securities Trust / Hyundai Securities PBS
- • 외환펀드서비스 KEB Fund Service
- • 하나UBS자료 이행 Hana UBS Data Migration
~ 2010
Until 2010
신한은행, 증권금융, 외환은행, 국민은행, 기업은행, 제일은행 Shinhan Bank, Securities Finance, KEB, Kookmin Bank, IBK, Cheil Bank
- • 사무수탁 Fund Administration (Trust)
- • 증권수탁 Securities Custody
- • 운용지원 Asset Management Support
- • 증권 수탁 Securities Custody
- • 신탁 Trust Services
- • 증권수탁 Securities Custody
IFRS 및 특별계정, 연기금 자산운용 시스템 IFRS, Special Accounts, and Pension Fund Asset Management Systems
2017 ~ 현재
2017 – Present
MG손해보험, 코리안리재보험, SBI저축은행 등, 한투증권 MG Insurance, Korean Reinsurance, SBI Savings Bank, Hanwha Investment & Securities, etc.
- • IFRS 자산운용시스템 IFRS Asset Management System
- • 자산운용시스템 유지보수 Asset Management System Maintenance
- • 퇴직연금 자산관리시스템 Retirement Pension Asset Management System
2015 ~ 2016
2015 – 2016
근로복지공단 퇴직연금 Korea Workers’ Compensation & Welfare Service Retirement Pension
- • 자산운영 Asset Management
2013 ~ 2014
2013 – 2014
국민연금, SBI저축은행, 그린손보 National Pension Service, SBI Savings Bank, Green Fire & Marine Insurance
- • 내부통제 Internal Control
- • IB호화 IB Integration
- • IFRS IFRS Compliance
~ 2009
Until 2009
한국장학재단, 제일화재, 신협중앙회, 현대해상, 사학연금, 대한화재, 기업은행, 현대해상, 알리안츠생명, 동양생명 Korea Student Aid Foundation, Jeil Fire & Marine, National Credit Union Federation, Hyundai Marine & Fire, Teachers’ Pension, Daehan Fire & Marine, Industrial Bank of Korea, Hyundai Marine & Fire, Allianz Life, Dongyang Life
- • 자금운용 Fund Operation
- • 자산운용 Asset Management
- • 자산운용 Asset Management
- • 자산운용 Asset Management
- • 자산운용 Asset Management
- • 특별계정 Special Account
- • 자본시장 Capital Market
- • 특별계정 Special Account
- • 특별계정 Special Account
- • 자산운용 Asset Management