Ed Lee Email & Phone Number

Supporting over 2,000 investment advisors across Canada at RBC Dominion Securities, I analyze mutual funds to guide asset mix decisions at the firm and advisor level.

Toronto, Canada Area

Focusing on data analytics and reporting, I was responsible for being a subject matter expert with respect to all Personal Lending related data at RBC.In addition to creating granular dashboards which allowed product managers to easily visualize trends and proactively address issues, I also provided detailed analysis to drill down further when necessary.

Hong Kong

• At Hinrich Foundation, I oversaw and actively managed an investment portfolio for the philanthropic organization, ensuring sustainable growth. On a weekly basis, I prepared and presented my investment recommendations.
• Identifying new, high-growth investment opportunities by closely analyzing financial statements and trends, and developing and leveraging economic models to make investment recommendations
• Proactively initiating and implementing standardized reporting templates and charts which enabled visual interpretation of data, and informed senior management decisions

Hong Kong

After obtaining my MBA, I felt it important to gain international experience, and took the opportunity to relocate to Hong Kong, where I joined Affiniti Group, an accounting consultancy firm, as an Associate. I orchestrated and fulfilled administrative, financial reporting, and client service support, as well as bookkeeping functions for clients.Preparing.

Brampton, ON

As a Financial Settlement Analyst at Nestle, I coordinated and reconciled customer deductions and credit claims working closely with the sales team. I oversaw a portfolio of 20+ regional retailers across Western Canada, from BC to Manitoba, including the territories.During my tenure, I reduced outstanding deductions by 78%, boosting net working capital.

Mba

B.A. Hons., Economics