Jacob Lee

Jacob Lee Email and Phone Number

Investment Analyst | Fixed Income Trader @ The Port Authority of New York & New Jersey
united states
Jacob Lee's Location
New York, New York, United States, United States
Jacob Lee's Contact Details

Jacob Lee work email

Jacob Lee personal email

n/a
About Jacob Lee

Specialties: Fixed income trading, investment analysis, portfolio management.

Jacob Lee's Current Company Details
The Port Authority of New York & New Jersey

The Port Authority Of New York & New Jersey

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Investment Analyst | Fixed Income Trader
united states
Employees:
4296
Jacob Lee Work Experience Details
  • The Port Authority Of New York & New Jersey
    Principal Investment Analyst | Fixed Income Trader
    The Port Authority Of New York & New Jersey Mar 2017 - Present
    New York, New York, United States
    • Manage $2.8B mid-duration fund invested US treasuries, municipal bonds and money market investments to maximize earnings and preserve capital • Oversee $2B held in the Other Post Employment Benefits (OPEB) Trust Fund, ensuring appropriate investments held within a diversified multi-asset class portfolio• Manage forecasts and oversee liquidity in the operating fund to ensure timely payments and proper investment of available proceeds following daily cash flows and debt service obligations, serve as backup trader in the management of aggregate funds totaling $7B in assets• Conduct performance analysis of all investment funds against return benchmarks, and prepare presentation for Board review• Evaluate and recommend quarterly yield and earnings projections with revisions as required by changing market conditions
  • Aegis Capital Corp.
    Portfolio Manager | Vice President Of Investments | Global Wealth Management
    Aegis Capital Corp. Apr 2011 - Mar 2014
    New York, Ny
    Discretionary portfolio management, Global Wealth Management• Managed discretionary private client portfolio of US equities and ETF’s, equity and fixed-income derivatives, US Treasuries, corporate and municipal bonds• Developed and implemented a diversified asset allocation and investment strategy focused on domestic large-cap value equities and fixed income investments• Recommended new investment opportunities and optimal conditions for trade execution through fundamental and technical analysis, resulting in lowered portfolio volatility and 12-month returns in excess of 20%
  • Morgan Stanley Smith Barney Llc
    Financial Advisor | Portfolio Manager | Global Wealth Management
    Morgan Stanley Smith Barney Llc Apr 2007 - Mar 2011
    New York, Ny
    Discretionary portfolio management, hedging and repair strategies, risk/liabilities management, wealth planning, capital funding, Global Wealth Management• Managed multi asset class portfolio as a member of Portfolio Management Group (PMG) while exercising full discretionary control over investment and strategies• Developed and managed a diversified equity income portfolios in accordance with established asset allocation strategies, risk tolerances, and investment objectives• Evaluated investment strategies for retail and institutional clients, and implemented derivative hedging strategies
  • Us Navy
    Radiological Controls Supervisor | Code 105.3 | Nrmd Radcon
    Us Navy Aug 2003 - Jan 2007
    Phnsy, Nuclear Regional Maintence Division, Pearl Harbor, Hi
    Health physics, radiation health, exposure/contamination controls, nuclear maintenance, casualty response, aerial monitoring• Conducted briefings and on-site evaluations of planned maintenance and testing of nuclear systems of 22 US Navy submarines• Performed critical radiation assessments resulting in safer engineering work practices, reduced unnecessary man-hours and radiation exposure by over 25% during a 3-year period• Enforced strict compliance to local and federal regulations through ongoing project oversite, work site surveillance, and internal audits
  • Us Navy
    Submarine Nuclear Power Plant Supervisor | Engineering Department
    Us Navy Nov 1997 - Aug 2003
    Uss Honolulu, Ssn-718, Pearl Harbor, Hi
    Nuclear powered propulsion, transient/steady-state operations, and maintenance of pressurized water reactor plant and auxiliary systems.• Directed a team of technicians during daily operations, planned maintenance, and critical repair projects• Maintained operational integrity of the nuclear reactor plant through ongoing system parameter trend analysis and historical failure trend studies on critical system components • Spearheaded material repair parts and inventory management processes, ensuring 100% operational readiness through 2 extended overseas deployments and regulatory audits

Jacob Lee Skills

Investments Portfolio Management Equities Risk Management Series 7 Wealth Management Series 63 Alternative Investments Securities Asset Allocation Asset Management Derivatives Mutual Funds Investment Strategies Fixed Income Financial Analysis Management Microsoft Office Microsoft Excel Finance Leadership Veterans Financial Services Investment Management Equity Research Financial Markets Investment Advisory Investment Analysis Bloomberg Microsoft Powerpoint Microsoft Word

Jacob Lee Education Details

Frequently Asked Questions about Jacob Lee

What company does Jacob Lee work for?

Jacob Lee works for The Port Authority Of New York & New Jersey

What is Jacob Lee's role at the current company?

Jacob Lee's current role is Investment Analyst | Fixed Income Trader.

What is Jacob Lee's email address?

Jacob Lee's email address is jl****@****ity.com

What schools did Jacob Lee attend?

Jacob Lee attended Baruch College, Zicklin School Of Business, Excelsior College.

What skills is Jacob Lee known for?

Jacob Lee has skills like Investments, Portfolio Management, Equities, Risk Management, Series 7, Wealth Management, Series 63, Alternative Investments, Securities, Asset Allocation, Asset Management, Derivatives.

Who are Jacob Lee's colleagues?

Jacob Lee's colleagues are John Aviles, Jacobo Frias, Steven Rizzo, Paulina Urbanowicz-Pollock, Aicp, C.m., Kris Mayer, Mike Beers, Timothy Mccormack.

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