Lee Sheetrit
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Lee Sheetrit Email & Phone Number

Senior Associate and Portfolio Analyst at Barings
Location: Charlotte, North Carolina, United States 11 work roles 2 schools
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Current company
Role
Senior Associate and Portfolio Analyst
Location
Charlotte, North Carolina, United States
Company size

Who is Lee Sheetrit? Overview

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Quick answer

Lee Sheetrit is listed as Senior Associate and Portfolio Analyst at Barings, a with 2146 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Lee Sheetrit.

Lee Sheetrit previously worked as Senior Associate / Portfolio Analyst at Barings and Capital Markets Director at Cardinal Financial Company, Limited Partnership. Lee Sheetrit holds Master Of Business Administration (M.B.A.) from Wake Forest University Graduate School.

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Barings

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Profile bio

About Lee Sheetrit

Experienced in Financial Modeling, SQL, Computer Programming (Python), and Business Intelligence Tools.

Listed skills include Microsoft Office, Sap, Project Management, Access, and 25 others.

Current workplace

Lee Sheetrit's current company

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Barings
Barings
Senior Associate and Portfolio Analyst
Charlotte, NC, US
Website
Employees
2146
AeroLeads page
11 roles

Lee Sheetrit work experience

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Senior Associate And Portfolio Analyst

Charlotte, Nc, Us

Senior Associate / Portfolio Analyst

Current

Charlotte, North Carolina, United States

Nov 2024 - Present

Capital Markets Director

Charlotte, North Carolina, United States

Oversee the Mortgage Servicing Rights (MSR) portfolio valued at $XXX million (notional face amount of $XX bn), leading a team responsible for managing MSR Acquisitions and Sales, Pricing, Interest Rate Risk Management and Hedging, Prepayment and Delinquency Portfolio Surveillance, and Portfolio Recapture/Retentions Operations.

Apr 2023 - Nov 2024

Entrepreneur/Restaurant Owner

Charlotte, North Carolina

Designed and implemented a business plan to open a new Pokeatery franchise restaurant. Hired and managed a staff of 15 supervisors and individual contributors.

Aug 2018 - Nov 2020

Senior Financial Auditor

International

Led audits to provide independent, factual, unbiased assurance to the Siemens Managing Board and Audit Committee focusing on financial, technical, and project management topics to improve the overall success of the global Siemens business operations and processes.

Jan 2017 - Aug 2018

Strategic Business Planner

Charlotte, North Carolina Area

Led three Master Planners in building and maintaining revenue and demand planning, budgeting, forecasting and long term planning for a 500,000 sq. ft. manufacturing facility with $XXXM in revenue.

Nov 2012 - Jan 2017

Database Administrator/Developer

Charlotte, North Carolina, United States

Led team of five power-users and external consultants responsible for US supply management in a project implementing an Enterprise Resource Planning software (SAP). Identified and led various continuous improvement initiatives.

Jan 2010 - Nov 2012

Supply Chain Management Co-Op

Charlotte, North Carolina Area

Designed a new generation of business metrics, reports, and dashboards for a supply management organization purchasing $XXXM annually from 200+ global vendors

Jun 2009 - Dec 2010

Professor

Charlotte, North Carolina Area

Taught an Excel course focused on Data Analysis and various Advanced Excel functionalities (Macros, VBA, PivotTables, Lookups, Advanced Formulas).

Aug 2016 - Jan 2017
Team & coworkers

Colleagues at Barings

Other employees you can reach at barings.com. View company contacts for 2146 employees →

2 education records

Lee Sheetrit education

FAQ

Frequently asked questions about Lee Sheetrit

Quick answers generated from the profile data available on this page.

What company does Lee Sheetrit work for?

Lee Sheetrit works for Barings.

What is Lee Sheetrit's role at Barings?

Lee Sheetrit is listed as Senior Associate and Portfolio Analyst at Barings.

Where is Lee Sheetrit based?

Lee Sheetrit is based in Charlotte, North Carolina, United States while working with Barings.

What companies has Lee Sheetrit worked for?

Lee Sheetrit has worked for Barings, Cardinal Financial Company, Limited Partnership, Pokeatery, Siemens, and Siemens Energy.

Who are Lee Sheetrit's colleagues at Barings?

Lee Sheetrit's colleagues at Barings include Monica Chen, Brett Seitler, Sascha Specketer, Conner Ruhl, and Sarah Armstrong.

How can I contact Lee Sheetrit?

You can use AeroLeads to view verified contact signals for Lee Sheetrit at Barings, including work email, phone, and LinkedIn data when available.

What schools did Lee Sheetrit attend?

Lee Sheetrit holds Master Of Business Administration (M.B.A.) from Wake Forest University Graduate School.

What skills is Lee Sheetrit known for?

Lee Sheetrit is listed with skills including Microsoft Office, Sap, Project Management, Access, Process Improvement, Analysis, Leadership, and Ms Project.

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