I am currently an investment analyst in Polaris Capital, a single family office in Singapore. The family office manages a global multi asset portfolio, including public and private equity, fixed income, PE funds and hedge funds. As an investment analyst, I evaluate all investment opportunities across asset classes and prepare investment recommendations. In addition, I conduct industry and company research for public equities to generate high conviction ideas. Lastly, I am involved in the portfolio management and portfolio construction.In my previous role, I was an investment analyst in Target Asset Management, a long only equity fund focusing on value investments in Asia-ex Japan. I was involved in conducting in-depth research analysis into companies and industries in the public equities space. My sector coverage includes the real estate, consumer, infrastructure, utilities and clean energy sectors.I graduated from Nanyang Technological University with a double first class honours degree in Business (Banking & Finance) and Accountancy. My interest lies in value investing and I have experience in investments, M&A and audit roles. Apart from work, I enjoy doing long distance sports like cross country, triathlons and aquathlons. I still try to compete competitively and enjoy the process of training and racing. I also enjoy learning to invest in the financial markets and improving my financial modelling skills. I am also currently a CFA level 3 candidate.Other work experiences: Deloitte Corporate Finance Advisory, Deloitte Financial Audit Summer Internship, Teaching intern for Physical Education at Shuqun Seconday School.I was part of the Student Council Executive Committee when in River Valley High School and conducted many leadership camps like the Leadership and Character Development Camp as well as organised many events in school like Chinese New Year Celebrations, Asian Young Leaders Convention and Student Council Investiture, RV anniversary celebrations. In addition, I was part of the School Cross Country team which consistently did well in the Inter-school Cross Country Championships by coming in top 4 each year.I enjoy working with others, overcoming challenges and getting the job done. Also, I am very task oriented and focused on what I am doing.Skills: Bloomberg, Capital IQ, Microsoft Office, Factiva.
Polaris Capital Advisors
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Investment AssociatePolaris Capital Advisors Jan 2023 - PresentSingapore- Evaluate private equity, venture capital and secondary funds pipeline for opportunities that best suit the needs of the portfolio.- Pitch single stock ideas and carry out deep dive research. - Formulate bond strategy for the market environment. - Identify single bond names and bond funds suitable for the portfolio
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Investment AnalystPolaris Capital Advisors Oct 2021 - Jan 2023Singapore, Singapore- Evaluate all investment opportunities across asset classes and prepare investment recommendations.- Conduct industry and company research for public equities for high conviction ideas. - Portfolio management and construction.
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Investment AnalystTarget Asset Management (Singapore) Jan 2019 - Oct 2021Singapore- Generalist covering public equities in Asia-ex Japan. Sectors covered includes property, consumer, infrastructure, energy and utilities.- Research into new ideas and industries, including doing deep dive and due diligence.- Prepare and update financial and valuation models,- Coverage and active monitoring of portfolio companies, -
Corporate Finance Summer InternDeloitte May 2018 - Aug 2018Singapore- Conduct in-depth research on companies, industries and countries for the purpose of evaluation of M&A opportunities.- Involved in buy-side and sell-side advisory, including preparation of Information Memorandum and pitch decks.- Part of a live sell-side mandate for Explomo, a land remediation and ordnance disposal company in Singapore.- Involved in Contract Manufacturing update on M&A opportunities in the industry and sector. -
Student AmbassadorDeloitte Dec 2015 - 2018Singapore- Worked with team on improvements in employer branding - Attended networking sessions with people from all functions - Corporate Finance, Tax, Risk, Transaction Services- Involved in talent acquisition and retention- Promote the Deloitte brand through career fairs -
Financal Audit InternDeloitte May 2017 - Jul 2017Singapore- Audit experience in listed companies like Procter & Gamble International and other companies like Eng Kong Holdings, Nanyang Technological University and mDR limited.- Consolidation of Group Financial Statements for Eng Kong Holdings.
Benjamin Lee, Cfa Education Details
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Double First Class Honours -
Accounting And Finance -
H2 Economics, H2 Biology, H2 Chemistry, H2 Mathematics H1 General Paper H1 Project Work
Frequently Asked Questions about Benjamin Lee, Cfa
What company does Benjamin Lee, Cfa work for?
Benjamin Lee, Cfa works for Polaris Capital Advisors
What is Benjamin Lee, Cfa's role at the current company?
Benjamin Lee, Cfa's current role is Investment Analyst at Polaris Capital (Singapore).
What schools did Benjamin Lee, Cfa attend?
Benjamin Lee, Cfa attended Nanyang Technological University, Gies College Of Business - University Of Illinois Urbana-Champaign, Hanyang University, River Valley High School.
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Benjamin Lee, CFA
London2blackrock.com, duke.edu -
Benjamin Lee, CFA
New York, Ny
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