Benjamin Lee Email & Phone Number

Pittsburgh, Pa, Us

Pittsburgh, Pa, Us

Pittsburgh, Pennsylvania, Us

Canton, Oh, Us

Pittsburgh, Pennsylvania, Us

I provided leadership and oversight to the Finance team supporting Capital Markets, Debt Capital Markets, and two stand-alone advisory firms in the equity capital markets and private equity space. Responsibilities encompassed all areas of finance including strategic planning, budgeting, forecasting and internal and external financial reporting. The team performed financial analysis of product and service offerings including derivatives, foreign exchange, fixed income, loan syndications and corporate securities underwriting. As a Series 27 licensed professional, I provided oversight of all accounting, regulatory reporting, funding, liquidity and regulatory capital requirements for three broker-dealer entities.

Pittsburgh, Pennsylvania, Us

Lead Director for enterprise-wide audits of the capital markets, asset-liability balance sheet management, and market risk management functions of the organization. Primary responsibilities included review and assessment of the investment portfolio, valuation and pricing, interest rate risk, and capital markets activities. I led a team of talented managers and audit staff responsible for audits covering derivatives, foreign exchange, and fixed-income trading activities, mortgage pipeline and mortgage servicing rights, alternative investments, and investment operations. Regulatory focus included Dodd-Frank Swap Dealer and Volcker Rule compliance. Additionally, provided support to capital management, CCAR/DFAST, and Liquidity Coverage Ratio (LCR) audits.

New York, Ny, Us

Directed the global fixed-income and foreign exchange hedging programs including derivative valuation modeling methodologies and hedge effectiveness testing. Interfaced with Global Markets traders to ensure accurate re-balancing of hedge positions and reported results to senior executives as a key member of the enterprise hedging committee.Provided oversight for all global hedge accounting activities used to mitigate interest rate and foreign exchange risks. Responsible for the assessment and creation of new hedging strategies, calculation of related risk exposures/metrics, monthly accounting processes, and regulatory reporting.

Pittsburgh, Pa, Us