M&A Arbitrage Analyst
Current• Analyze and provide views in definitive M&A arb situations from a perspective of antitrust, fundamental/strategic, financial and technical factors
Jan 2019 - Present
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Eddie Lee, Cfa Email & Phone Number
MARB - CATALYSTS, COMPETITION, VALUATION“STAY RELAXED AND HAVE FUN AT WORK AND AFTER WORK.”IF NEEDED, VERIFY ME 1) FINRA - CRD#: 5182958, 2) CFA - ID: 6234681
at
Market Securities, LLC
1 work email found
@market-securities.com
2 phones found area 617
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
MARB - CATALYSTS, COMPETITION, VALUATION“STAY RELAXED AND HAVE FUN AT WORK AND AFTER WORK.”IF NEEDED, VERIFY ME 1) FINRA - CRD#: 5182958, 2) CFA - ID: 6234681
Location
New York, United States
Who is Eddie Lee, Cfa? Overview
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Quick answer
Eddie Lee, Cfa is listed as MARB - CATALYSTS, COMPETITION, VALUATION“STAY RELAXED AND HAVE FUN AT WORK AND AFTER WORK.”IF NEEDED, VERIFY ME 1) FINRA - CRD#: 5182958, 2) CFA - ID: 6234681 at Market Securities, LLC, based in New York, United States. AeroLeads shows a work email signal at market-securities.com, phone signal with area code 617, and a matched LinkedIn profile for Eddie Lee, Cfa.
Eddie Lee, Cfa previously worked as M&A Arbitrage Analyst at Market Securities, Llc and MBA Candidate at The Wharton School. Eddie Lee, Cfa holds Master Of Business Administration (Mba), Accounting, Finance, Business Economics from The Wharton School.
Company email context
Email format at Market Securities, LLC
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*@market-securities.com
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AeroLeads found 1 current-domain work email signal for Eddie Lee, Cfa. Compare company email patterns before reaching out.
Profile bio
About Eddie Lee, Cfa
"Free cash flow and share buybacks will lead us to economic freedom.""I forever appreciate the music of Germany from Bach, Mozart (He called himself German), Beethoven, Schubert (who died at 31 but created an outstanding musical repertoire without owning a Piano), Schumann, Mendelsohn, Brahms, and BERGHAIN.""TSLA shares are the 2024 equivalent of the hyperinflationary German Marks in November 1924."
Listed skills include Bloomberg, Leveraged Finance, Equity Research, High Yield Bonds, and 14 others.
Current workplace
Eddie Lee, Cfa's current company
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9 roles
Eddie Lee, Cfa work experience
A career timeline built from the work history available for this profile.
Mba Candidate
Aug 2016 - May 2018
Jul 2017 - Aug 2017
Priavte Investor
Self-Employed
• Managed personal, family and friends investment portfolios
Jul 2012 - Jun 2016
Fundamental Credit Analyst, Leveraged Credit
• Identified and recommended executable primary and secondary investment ideas across entire debt capital structure in healthcare, chemicals and gaming/leisure.• Conducted primary research, built financial modeling and prepared investment committee slide decks to present. • Contributed to 20+ adds over $300 million in total.
Mar 2010 - Jul 2012
Desk Analyst, Associate In Credit Trading
Chemicals IG, HY, and Bank Debt / Industrials and Services HY and Bank Debt • Conducted credit research on covered companies. Analyzed trading opportunities in bonds, CDS and bank loans through fundamental, capital structure and relative value analyses
Jul 2008 - Feb 2010
Risk Arbitrage Analyst
• Analyzed selected deals in the M&A arb universe via analytical work on regulatory, legal, fundamental and tehnical areas. • Proposed and executed cash equities and equity options proprietary trading ideas in the M&A arbitrage space and led “Deal Teach-in” for internal sales and trading team.
Jul 2007 - Jun 2008
Analyst For Credit Research
• Assisted four desk analysts in the airline, auto, chemicals, consumer, food, homebuilders and industrials sectors to develop trade ideas though fundamental and relative value analyses• Built and maintained financial models and created various valuation tools on new issues, target investments and sector coverage
Jul 2006 - Jul 2007
Jun 2005 - Aug 2005
3 education records
Eddie Lee, Cfa education
Master Of Business Administration (Mba), Accounting, Finance, Business Economics
The Wharton School
Bs, Quantitative Economics
Tufts University
Bachelor Of Science - Bs, Econometrics And Quantitative Economics
Tufts University
FAQ
Frequently asked questions about Eddie Lee, Cfa
Quick answers generated from the profile data available on this page.
What company does Eddie Lee, Cfa work for?
Eddie Lee, Cfa works for Market Securities, LLC.
What is Eddie Lee, Cfa's role at Market Securities, LLC?
Eddie Lee, Cfa is listed as MARB - CATALYSTS, COMPETITION, VALUATION“STAY RELAXED AND HAVE FUN AT WORK AND AFTER WORK.”IF NEEDED, VERIFY ME 1) FINRA - CRD#: 5182958, 2) CFA - ID: 6234681 at Market Securities, LLC.
What is Eddie Lee, Cfa's email address?
AeroLeads has found 1 work email signal at @market-securities.com for Eddie Lee, Cfa at Market Securities, LLC.
What is Eddie Lee, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 617 for Eddie Lee, Cfa at Market Securities, LLC.
Where is Eddie Lee, Cfa based?
Eddie Lee, Cfa is based in New York, United States while working with Market Securities, LLC.
What companies has Eddie Lee, Cfa worked for?
Eddie Lee, Cfa has worked for Market Securities, Llc, The Wharton School, Värde Partners, Self-Employed, and Kkr & Co. L.P..
How can I contact Eddie Lee, Cfa?
You can use AeroLeads to view verified contact signals for Eddie Lee, Cfa at Market Securities, LLC, including work email, phone, and LinkedIn data when available.
What schools did Eddie Lee, Cfa attend?
Eddie Lee, Cfa holds Master Of Business Administration (Mba), Accounting, Finance, Business Economics from The Wharton School.
What skills is Eddie Lee, Cfa known for?
Eddie Lee, Cfa is listed with skills including Bloomberg, Leveraged Finance, Equity Research, High Yield Bonds, Value Investing, Global Macro, Microsoft Excel, and Philip Fisher.
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