Ed Lee Email & Phone Number

Toronto, On, Ca

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 to the executive team, advising on appropriate buy, hold, and sell trades and transactions. My focus was on global technology equities.I also monitored market and industry trends for multiple segments including e-commerce, social media, and mobile hardware as well as researched and reviewed private equity opportunities.A few results I’m proud to highlight include:● 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 financial records and reporting for auditors, I worked within very tight timelines, and consistently met clients’ deadlines with 100% accuracy.

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 several million dollars. I achieved this through collaborating with internal sales analysts.In addition, I took the initiative to co-lead the launch and integration of the SAP Dispute Management module, which enabled more enhanced insights into credit records. I tested the system, rolled it out, and trained 20 colleagues on its use.

Mba

B.A. Hons., Economics