Ivan Lee Email & Phone Number

Sydney, NSW, AU

• Head of Operations at one of Australia’s first boutique and most reputable investment managers. Alongside a team and company of dedicated professionals from diverse cultures and backgrounds, we strive to be the best in.
• Key stakeholder for business and leader reporting to the CEO;
• Management of investment operations, fund treasury, performance (including GIPs compliance) and accounting/tax functions;
• Key partner in servicing clients from retail and wholesale all through to advisers, consultants, institutional and government and sovereign wealth;
• Member of Operational Risk and Due Diligence Committees;
• Funds oversight and reporting to Board and Audit, Risk & Compliance Committee;

Sydney, NSW, AU

From the ground up progressing through the operating model and along with staffing responsibilities, I helped build and maintain complex internal operating systems for accounting, unit pricing, registry, tax, CGT and client reporting. All this, culminating in a key Target Operating Model transition to de-risk the business and to build a sustainable.

Sydney, NSW, AU

Career start-up post-Masters graduate. Progressed from Investment Accountant to key Senior Analyst responsible for migrating multiple registry and investment systems that resulted due to the CBA/Colonial/Prudential and Legal and General crossovers.

Fellow Certified Practising Accountant

Master Of International Business, Politics, Business And Finance In A Cultural And Geo-Politically Diverse Context

Bachelor Of Commerce - Bcom, Accounting And Finance (Business Law Minor)

Education record