Senior Emerging Markets Investment Analyst
Current
Hsbc Global Asset Management
Latin America, Middle East, Africa credits within the banking sector
Dec 2020 - Present
AeroLeads people directory · profile
Helena Lee Email & Phone Number
Senior Emerging Markets Investment Analyst at HSBC Global Asset Management
at
HSBC Global Asset Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
HSBC Global Asset Management
Role
Senior Emerging Markets Investment Analyst at HSBC Global Asset Management
Location
New York City Metropolitan Area, United States
Who is Helena Lee? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Helena Lee is listed as Senior Emerging Markets Investment Analyst at HSBC Global Asset Management at HSBC Global Asset Management, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Helena Lee.
Helena Lee previously worked as Senior Emerging Markets Investment Analyst at Hsbc Global Asset Management and Portfolio Manager at Oppenheimerfunds. Helena Lee holds Master Of Business Administration (Mba), Analytic Finance And Accounting from The University Of Chicago Booth School Of Business.
Profile bio
About Helena Lee
Experienced portfolio manager and senior analyst with deep product and sector knowledge of the global financial services and payments technology sectors.
Current workplace
Helena Lee's current company
Company context helps verify the profile and gives searchers a useful next step.
Hsbc Global Asset Management
6 roles
Helena Lee work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Launched the Invesco Oppenheimer Preferred Securities and Income Fund (OPRIX) in February 2018 as sole portfolio manager. Strategy was managed as a sleeve of the global multi-asset income fund since June 2015 and the global strategic income fund since January 2017. Worked on cross functional team across product development, distribution, legal, and technology to launch an internally seeded new open end 40act mutual fund. Presented fund strategy to external advisors, internal sales force, and the fund board.
Feb 2018 - Aug 2019
Senior Global Credit Analyst
Senior Credit Analyst with coverage responsibilities for US and European Banks and Insurance companies. Employed trading strategies on a total return basis for credit products analyzing securities mispriced across the entire capital structure ranging from senior securities to preferred stock and contingent capital instruments. Communicated investment recommendations to PMs of the domestic and global bond funds. Independently managed a portfolio of preferred stock and European AT1 securities.
Jul 2008 - Aug 2019
Associate Equity Analyst
Member of an Institutional Investor ranked team covering eight U.S. beverage companies with market caps ranging from $4 to $135 billion.
Oct 2006 - Jul 2008
Associate Equity Analyst
Member of a team that achieved Institutional Investor second team ranking for the first time in 2006 with coverage of eight U.S. mid cap banks.
Oct 2004 - Oct 2006
Associate Equity Analyst
Member of an Institutional Investor ranked team with primary coverage of the six largest domestic banks – Citigroup, Bank of America, Wells Fargo, US Bancorp, PNC Bank, and Wachovia
Jul 2003 - Sep 2004
2 education records
Helena Lee education
Master Of Business Administration (Mba), Analytic Finance And Accounting
The University Of Chicago Booth School Of Business
Bachelor Of Science (B.S.), Operations Research
Columbia Engineering
FAQ
Frequently asked questions about Helena Lee
Quick answers generated from the profile data available on this page.
What company does Helena Lee work for?
Helena Lee works for HSBC Global Asset Management.
What is Helena Lee's role at HSBC Global Asset Management?
Helena Lee is listed as Senior Emerging Markets Investment Analyst at HSBC Global Asset Management at HSBC Global Asset Management.
Where is Helena Lee based?
Helena Lee is based in New York City Metropolitan Area, United States while working with HSBC Global Asset Management.
What companies has Helena Lee worked for?
Helena Lee has worked for Hsbc Global Asset Management, Oppenheimerfunds, Citigroup, Banc Of America Securities, and Prudential Equity Group.
How can I contact Helena Lee?
You can use AeroLeads to view verified contact signals for Helena Lee at HSBC Global Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Helena Lee attend?
Helena Lee holds Master Of Business Administration (Mba), Analytic Finance And Accounting from The University Of Chicago Booth School Of Business.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial