Eddie Lee, Cfa

Eddie Lee, Cfa Email and 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 @ Market Securities, LLC
Eddie Lee, Cfa's Location
New York, New York, United States, United States
Eddie Lee, Cfa's Contact Details

Eddie Lee, Cfa work email

Eddie Lee, Cfa personal email

Eddie Lee, Cfa phone numbers

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."

Eddie Lee, Cfa's Current Company Details
Market Securities, LLC

Market Securities, Llc

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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
Eddie Lee, Cfa Work Experience Details
  • Market Securities, Llc
    M&A Arbitrage Analyst
    Market Securities, Llc Jan 2019 - Present
    New York, Us
    • Analyze and provide views in definitive M&A arb situations from a perspective of antitrust, fundamental/strategic, financial and technical factors
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  • The Wharton School
    Mba Candidate
    The Wharton School Aug 2016 - May 2018
    Philadelphia, Pa, Us
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  • Värde Partners
    Summer Intern
    Värde Partners Jul 2017 - Aug 2017
    Minneapolis, Minnesota, Us
    • Private Equity in Specialty Finance for US and Europe
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  • Self-Employed
    Priavte Investor
    Self-Employed Jul 2012 - Jun 2016
    • Managed personal, family and friends investment portfolios
  • Kkr & Co. L.P.
    Fundamental Credit Analyst, Leveraged Credit
    Kkr & Co. L.P. Mar 2010 - Jul 2012
    New York, New York, Us
    • 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.
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  • Citi
    Desk Analyst, Associate In Credit Trading
    Citi Jul 2008 - Feb 2010
    New York, New York, Us
    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
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  • Citi
    Risk Arbitrage Analyst
    Citi Jul 2007 - Jun 2008
    New York, New York, Us
    • 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.
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  • Citi
    Analyst For Credit Research
    Citi Jul 2006 - Jul 2007
    New York, New York, Us
    • 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
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  • Goldman Sachs
    Intern
    Goldman Sachs Jun 2005 - Aug 2005
    New York, New York, Us
    • Completed a 10-week summer internship with proprietary trading desk
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Eddie Lee, Cfa Skills

Bloomberg Leveraged Finance Equity Research High Yield Bonds Value Investing Global Macro Microsoft Excel Philip Fisher Financial Modeling Valuation Investments Due Diligence Financial Analysis Private Equity Equities Finance Portfolio Management Strategy

Eddie Lee, Cfa Education Details

  • The Wharton School
    The Wharton School
    Business Economics
  • Tufts University
    Tufts University
    Quantitative Economics
  • Tufts University
    Tufts University
    Econometrics And Quantitative Economics

Frequently Asked Questions about Eddie Lee, Cfa

What company does Eddie Lee, Cfa work for?

Eddie Lee, Cfa works for Market Securities, Llc

What is Eddie Lee, Cfa's role at the current company?

Eddie Lee, Cfa's current role is 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.

What is Eddie Lee, Cfa's email address?

Eddie Lee, Cfa's email address is ed****@****ail.com

What is Eddie Lee, Cfa's direct phone number?

Eddie Lee, Cfa's direct phone number is +161779*****

What schools did Eddie Lee, Cfa attend?

Eddie Lee, Cfa attended The Wharton School, Tufts University, Tufts University.

What skills is Eddie Lee, Cfa known for?

Eddie Lee, Cfa has skills like Bloomberg, Leveraged Finance, Equity Research, High Yield Bonds, Value Investing, Global Macro, Microsoft Excel, Philip Fisher, Financial Modeling, Valuation, Investments, Due Diligence.

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