Peter Lee Email & Phone Number

Greater New York City Area

• The firm is a multiple-strategies global equity manager for family offices and institutional clients
• Analysis and recommendations for IPO, secondary offering, and other publicly traded equity transactions
• Conducted industry, potential market, company and financial statement analysis; Constructed revenue and valuation model
• Attend non-public and publicly traded management meetings and sector conferences

台灣

• The firm is one of leading domestic fund managers in Taiwan, with total AUM of US$2+ billion
• Conducted discretionary trades for convertible bonds with total budget of $1.5 million and annual target of $300,000 in profit
• Implemented bottom-up fundamental research across various industries and companies
• Designed and updated financial models for both existing and prospective positions
• Monthly presented analysis and commentary to senior manager for capital market and economic trends in the US, China, and Taiwan
• Developed analytic financial reports to analyze risk profiles among investment targets

台灣

• The firm is the fourth-largest shipping company globally, with over 150 container ships calling on 240 ports in 80 countries
• Led M&A project; conducted valuation of the company and drafted memoranda and contracts with a cross-functional team; prepared progress report for board of directors
• Prepared and analyzed consolidated financial statements of a foreign subsidiary; reported results and provided variance analysis with improvement recommendation to the CFO
• Provided risk analysis and financial projection for a foreign subsidiary
• Managed $300+ million fund operation of a foreign subsidiary
• Established cash flow forecasts and built financial plan

台灣

• Provided consulting services and assisted customers to construct comprehensive financial plans
• Evaluated performance and risk for high net worth clients’ investment portfolios using a variety of sophisticated software and analytical techniques

台灣

Master Of Business Administration (M.B.A.), Finance And Investment Management

Activities and Societies: Columbia Student Investment Management Association, PE/VC Club, Greater China Association, Asia Business.

Bachelor Of Business Administration (B.B.A.), Finance, General