David Lee

David Lee Email and Phone Number

Director - Property Insights and Analytics at Westpac Institutional Bank & Team Leader @ Westpac Institutional Bank
sydney, new south wales, australia
David Lee's Location
Karawara, Western Australia, Australia, Australia
About David Lee

David Lee is a Director - Property Insights and Analytics at Westpac Institutional Bank & Team Leader at Westpac Institutional Bank.

David Lee's Current Company Details
Westpac Institutional Bank

Westpac Institutional Bank

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Director - Property Insights and Analytics at Westpac Institutional Bank & Team Leader
sydney, new south wales, australia
Employees:
1377
David Lee Work Experience Details
  • Westpac Institutional Bank
    Director (Lead), Portfolio Manager
    Westpac Institutional Bank Jan 2024 - Present
    Perth, Western Australia, Australia
    Hybrid role within the Westpac Institutional Bank Real Estate team, leading the team of WA property analysts and preparing internal Policy, Risk, Board and APRA reports.
  • Westpac Institutional Bank
    Associate Director (Lead), Portfolio Manager
    Westpac Institutional Bank Apr 2021 - Jan 2024
  • Westpac Institutional Bank
    Associate Director
    Westpac Institutional Bank Jan 2018 - Apr 2021
    Perth, Australia
  • Westpac Institutional Bank
    Senior Analyst
    Westpac Institutional Bank Oct 2014 - Dec 2017
    Perth, Australia
    Positioned within the credit and risk team of the wider WIB WA Property business, my primary functions include the provision of high quality research and evaluation of funding structures, detailed risk analysis, financial forecasting and modelling, covering all aspects of the credit submission from origination through to negotiation and credit approval for large private and publicly listed property entities across all industry segments.
  • Nab Corporate Property
    Senior Associate
    Nab Corporate Property Apr 2013 - Sep 2014
    Perth, Australia
    Positioned within the Portfolio Management and Origination team, primary responsibilities of the role are centered on financial modelling, debt structuring (including syndication, clubbing and equity markets) and credit assessment of large private or publicly listed Residential and Commercial developers and investors.
  • Nab Corporate
    Senior Associate
    Nab Corporate Jan 2011 - Mar 2013
    Perth, Australia
    Senior Associate to the largest portfolio in NAB Corporate WA, managing some of the most iconic WA public and private companies.In a team of 4, we provide a range of banking solutions involving term & transactional facilities, asset finance, FX & hedging solutions, access to debt capital markets and syndication and clubbed funding arrangements.
  • Nab Health
    Associate
    Nab Health Oct 2008 - Jan 2011
    Perth, Australia
    As a specialised division of the wider Nab bank, the Health division focuses on core modalities of Aged Care, Pharmacy, Allied Health, Specialists and GPs.Individual portfolio specialised in the Pharmacy sector, providing full banking solutions to WAs largest chains and helping experienced pharmacists purchase their first pharmacy.Position involved the writing of all credit applications, client maintenance and support, intergration of other specialised areas of the bank (IR hedging, Transactional and Treasury) and ensuring portfolio compliance with Bank and APRA requirements.Awards: 2010 NAB Mid-Year Shooting Star
  • Ge Capital
    Credit Analyst
    Ge Capital Apr 2007 - Oct 2008
    Perth, Western Austalia
    As the Credit Analyst within the WA Distribution Finance division (Floorplan/Inventory Finance), I held the top credit position within the State with two direct reports and the only CA Australia wide with their own signing authority.Position involved the approval and recommendation of all credit files with the writing and submission of the state's largest clients. In addition, the role was responsible for legal documentation, state compliance with internal and external policies, team management and any stressed/adminstration/exit clients.Awards: 2008 GE Mid Year Top Employee (Australia)

David Lee Education Details

  • University Of Wa
    University Of Wa
    Banking And Finance
  • Hale
    Hale

Frequently Asked Questions about David Lee

What company does David Lee work for?

David Lee works for Westpac Institutional Bank

What is David Lee's role at the current company?

David Lee's current role is Director - Property Insights and Analytics at Westpac Institutional Bank & Team Leader.

What schools did David Lee attend?

David Lee attended University Of Wa, Hale.

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