Stefan Lee,Cfa
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Stefan Lee,Cfa Email & Phone Number

Assurance Specialist at EY
Location: London, England, United Kingdom 3 work roles
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Current company
EY
Role
Assurance Specialist
Location
London, England, United Kingdom
Company size

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Stefan Lee,Cfa is listed as Assurance Specialist at EY, a with 296502 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Stefan Lee,Cfa.

Stefan Lee,Cfa previously worked as Vice President of Credit analysis at Shendong Investment Holding Group Co., Ltd and Credit Analyst at China Merchants Bank.

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EY

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Profile bio

About Stefan Lee,Cfa

Top 0.3% in A-level equivalent qualification, Top 0.5% in IELTS, Top 10% in CFA level I and level III am a CFA charterholder. I am currently working as an Assurance Specialist at EY, where I provide high-quality assurance services to clients across financial service industries. My core competencies include credit analysis, financial analysis, and financial modeling.In my previous roles, I gained valuable experience in the debt capital market, both as a credit analysis at China Merchants Bank and as a vice president at Shendong Investment Holding Group Co., Ltd . I successfully accomplished financing projects for corporate clients, involving industrial policy research, credit risk assessment, transaction structure design, and risk management. I also developed industry research outlooks and funding strategies based on macroeconomic trends and data analysis. I am motivated by the challenge and opportunity to create value for clients and stakeholders through innovative and sustainable solutions. I can bring diverse perspectives and experiences to the team, as I have worked in different sectors and markets, both in China and the UK.

Current workplace

Stefan Lee,Cfa's current company

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EY
Ey
Assurance Specialist
london, greater london, united kingdom
Website
Employees
296502
AeroLeads page
3 roles

Stefan Lee,Cfa work experience

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Assurance Specialist

Current
Ey

London, England, United Kingdom

Mar 2023 - Present

Vice President Of Credit Analysis

Shendong Investment Holding Group Co., Ltd

Shanghai, China

accomplish financing projects in the debt capital market, including industrial policy research, pre-funding investigation (assess the funding enterprise credit risk, analyze financial statements, perform the due diligence), designing transaction structure, and after-funding risk management. responsible for determining and recommending funding strategies through the debt capital market. Analyze debt capital needs for ongoing projects and new projects. determine and recommend asset sales and trading strategies.

Dec 2016 - Jan 2019

Credit Analyst

Shanghai, China

determine and recommend funding strategies for corporate clients from debt capital market financing tools, such as loans, leveraged financing, structured financing, and inter-bank Bond Market tools (commercial paper, medium-term notes) develop industry research outlooks and analyze the macro industry trend by collecting fundamental data from annual financial report, issuer rating report, public information to be used in the debt capital market

Aug 2015 - Dec 2016
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Colleagues at EY

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FAQ

Frequently asked questions about Stefan Lee,Cfa

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What company does Stefan Lee,Cfa work for?

Stefan Lee,Cfa works for EY.

What is Stefan Lee,Cfa's role at EY?

Stefan Lee,Cfa is listed as Assurance Specialist at EY.

Where is Stefan Lee,Cfa based?

Stefan Lee,Cfa is based in London, England, United Kingdom while working with EY.

What companies has Stefan Lee,Cfa worked for?

Stefan Lee,Cfa has worked for Ey, Shendong Investment Holding Group Co., Ltd, and China Merchants Bank.

Who are Stefan Lee,Cfa's colleagues at EY?

Stefan Lee,Cfa's colleagues at EY include Mohamad Mouhajer, Lucile Hanson, Amalendu M S, Domenic Mansueto, and Li Qing Lui.

How can I contact Stefan Lee,Cfa?

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