Matthew Lee
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Matthew Lee Email & Phone Number

Student Portfolio Analyst at Bucknell Student Managed Investment Fund
Location: Madison, New Jersey, United States 5 work roles 3 schools
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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 company with 2663 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
Bucknell Student Managed Investment Fund
Student Portfolio Analyst
Madison, NJ, US
Website
Employees
2663
AeroLeads page
5 roles

Matthew Lee work experience

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Financial Accounting Intern

Current

New York City Metropolitan Area

- 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.

Jun 2024 - Present

Analyst

Current

Lewisburg, Pennsylvania, United States

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

Aug 2023 - Present

Tutor

Eye Level Learning Center

Summit, New Jersey, United States

- 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.

May 2023 - Aug 2023
Team & coworkers

Colleagues at Bucknell Student Managed Investment Fund

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3 education records

Matthew Lee education

Bachelor Of Business Administration - Bba, Finance, Rising Junior

Activities and Societies: Lambda Chi Alpha, Bison Finance Society, Bucknell Freeman DEI Alliance

Bachelor Of Business Administration - Bba, Finance

Spring 2025 Bucknell Study Abroad In The Asia Pacific

Education record

Madison High School

Activities and Societies: National Honor Society, Cross Country and Track and Field Team Captain, Investments Club, Peer Group Leader.

FAQ

Frequently asked questions about Matthew Lee

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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.

Who are Matthew Lee's colleagues at Bucknell Student Managed Investment Fund?

Matthew Lee's colleagues at Bucknell Student Managed Investment Fund include Jim Beyloune, Isabeau Vriamont, Eric Thornburgh, Cfa, Allison Lee, and Edward Kelly.

How can I contact Matthew Lee?

You can use AeroLeads to view verified contact signals for Matthew Lee at Bucknell Student Managed Investment Fund, including work email, phone, and LinkedIn data when available.

What schools did Matthew Lee attend?

Matthew Lee holds Bachelor Of Business Administration - Bba, Finance, Rising Junior from Bucknell University.

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