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Matthew Lee Email & Phone Number
Student Portfolio Analyst
at
Bucknell Student Managed Investment Fund
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✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Student Portfolio Analyst
Location
Madison, New Jersey, United States
Company size
Who is Matthew Lee? Overview
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Quick answer
Matthew Lee is listed as Student Portfolio Analyst at Bucknell Student Managed Investment Fund, a with 8 employees, based in Madison, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Matthew Lee.
Matthew Lee previously worked as Financial Accounting Intern at Oppenheimer & Co. Inc. and Analyst at Bison Finance Society. Matthew Lee holds Bachelor Of Business Administration - Bba, Finance, Rising Junior from Bucknell University.
Company email context
Email format at Bucknell Student Managed Investment Fund
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Bucknell Student Managed Investment Fund
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Profile bio
About Matthew Lee
A dedicated and curious finance major with a passion for capital markets and corporate finance. Seeking an opportunity or a finance internship where I can utilize my financial and analytical skills to contribute to a dynamic work environment, while also further developing my knowledge of the finance field.
Current workplace
Matthew Lee's current company
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Bucknell Student Managed Investment Fund
6 roles
Matthew Lee work experience
A career timeline built from the work history available for this profile.
Student Portfolio Analyst
Financial Accounting Intern
- Oversaw the financial standing of repurchase agreements, fixed income, and equity sales and trading accounts by managing profit and loss statements, performing daily reconciliations, and ensuring timely financial reporting - Conducted analysis of quarterly financial statements and reports in preparation for earnings releases and quarterly reporting, verifying clarity, precision, and compliance with regulatory standards to support senior management - Communicated with international offices in Asia and Europe across time zones to reconcile trades, confirming accuracy and consistency in transaction records, to resolve discrepancies and streamline financial processes
Analyst
Analyzed market trends and financial news to collaborate with peers and discuss investment strategies, exchange valuable industry insights and develop a deeper understanding of the financial markets and economic indicators
New Member
Aug 2022 - Jul 2023
Tutor
Eye Level Learning Center
- Facilitated and tutored a group of fifteen students in improving their Math and English skills, adapting and customizing lesson plans to meet individual needs, enhance understanding and foster academic growth - Mentored and guided students through breaking down complex topics into understandable concepts, using clear communication and empathy to foster comprehension, develop strong study habits and problem-solving skills
May 2023 - Aug 2023
3 education records
Matthew Lee education
Bachelor Of Business Administration - Bba, Finance, Rising Junior
Bachelor Of Business Administration - Bba, Finance
Spring 2025 Bucknell Study Abroad In The Asia Pacific
Education record
Madison High School
FAQ
Frequently asked questions about Matthew Lee
Quick answers generated from the profile data available on this page.
What company does Matthew Lee work for?
Matthew Lee works for Bucknell Student Managed Investment Fund.
What is Matthew Lee's role at Bucknell Student Managed Investment Fund?
Matthew Lee is listed as Student Portfolio Analyst at Bucknell Student Managed Investment Fund.
Where is Matthew Lee based?
Matthew Lee is based in Madison, New Jersey, United States while working with Bucknell Student Managed Investment Fund.
What companies has Matthew Lee worked for?
Matthew Lee has worked for Bucknell Student Managed Investment Fund, Oppenheimer & Co. Inc., Bison Finance Society, and Eye Level Learning Center.
How can I contact Matthew Lee?
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What schools did Matthew Lee attend?
Matthew Lee holds Bachelor Of Business Administration - Bba, Finance, Rising Junior from Bucknell University.
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