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Robert Lee Email & Phone Number
Sr Conslt, MO Asset Svcg, HFS
at
Northern Trust
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Sr Conslt, MO Asset Svcg, HFS
Location
San Francisco, California, United States
Company size
Who is Robert Lee? Overview
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Quick answer
Robert Lee is listed as Sr Conslt, MO Asset Svcg, HFS at Northern Trust, a with 29804 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Robert Lee.
Robert Lee previously worked as Junior Operations Analyst at Blackrock and Investment Operations Analyst at Blackrock. Robert Lee holds Bachelor'S Degree, Economics from Uc Santa Barbara.
Company email context
Email format at Northern Trust
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Northern Trust
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Profile bio
About Robert Lee
Robert Lee is a Sr Conslt, MO Asset Svcg, HFS at Northern Trust. He possess expertise in word, excel, financial analysis, budget tracking, microsoft powerpoint. He is proficient in Korean and English.
Listed skills include Word, Excel, Financial Analysis, Budget Tracking, and 1 others.
Current workplace
Robert Lee's current company
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Northern Trust
5 roles
Robert Lee work experience
A career timeline built from the work history available for this profile.
Junior Operations Analyst
Investment Operations Analyst
- Supported Portfolio Managers through analyzing and reconciling financial accounts before major trades- Reconciled settled cash, stock transfers, position, and lot data for over 6,000 accounts across 5 different custodians using advanced Excel skills and Google Sheets (Vlookup, Pivot Tables, etc.)- Identified issues and created a proxy audit process from the ground up, comprising over 15,000 accounts dealing with dozens of large datasets with strict attention to detail- Reviewed, checked, and assisted charging all billing for clients and checked for quality assurance- Implemented nearly over 1,000 new accounts in the span of 2.5 years within our portfolio management system- Trained 4 new members with the ins and outs of the Junior Operations role- Fulfilled daily Ad Hoc requests like dividend accruals, giftings, client-sided trades, and account funding
Jan 2024 - Sep 2024
Junior Operations Analyst
- Facilitated effective cross-functional communication with client operations and portfolio management teams with heavy usage of Salesforce to pre-match urgent trades- Proactively followed up with clients and custodians about unmatched and failed trades- Actively focused on improving processes for my immediate team like dividend sweeps, monthly recon, proxy voting, and work allocation- Completed month-end close processes and reconciled cash and position outages for over 1500 financial accounts monthly- Resolved a company-wide proxy issue encompassing over 12,000 accounts, made digestible and presented in front of BlackRock directors- Voted corporate actions, proxies, and dealt with organization of financial statements monthly
Nov 2021 - Dec 2023
Business Analyst Intern
Medipines Gas Exchange Monitor
- Developed financial models to justify the financial impact of the medical device to hospital customers- Created a visual financial model to translate complex concepts into digestible ideas for potential clients- Identified comparison model of new technology to old methods in respiratory data- Gathered data from experiments with medical devices to provide feedback for device reliability- Conducted research on California hospitals to identify potential clients
Jun 2019 - Sep 2019
Team & coworkers
Colleagues at Northern Trust
Other employees you can reach at northerntrust.com. View company contacts for 29804 employees →
VP
Vincent Phelan
Colleague at Northern TrustIreland
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JM
James Mays
Colleague at Northern TrustFort Lauderdale, Florida, United States
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DH
David Hexdall
Colleague at Northern TrustChandler, Arizona, United States
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PP
Prashanth Peddanna
Colleague at Northern TrustBengaluru, Karnataka, India
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PM
Paulina Mleczko
Colleague at Northern TrustIreland
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TC
Teresa Charles
Colleague at Northern TrustKarnataka, India
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VN
Vaiabhave Nehra
Colleague at Northern TrustDelhi, India
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CC
Carmine Cappola
Colleague at Northern TrustFort Lauderdale, Florida, United States
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PP
Penny Polak
Colleague at Northern TrustUnited States
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UR
Uday Raghav
Colleague at Northern TrustHaveli, Maharashtra, India
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Vincent Phelan
Colleague at Northern TrustIreland
View →
JM
James Mays
Colleague at Northern TrustFort Lauderdale, Florida, United States
View →
DH
David Hexdall
Colleague at Northern TrustChandler, Arizona, United States
View →
PP
Prashanth Peddanna
Colleague at Northern TrustBengaluru, Karnataka, India
View →
PM
Paulina Mleczko
Colleague at Northern TrustIreland
View →
TC
Teresa Charles
Colleague at Northern TrustKarnataka, India
View →
VN
Vaiabhave Nehra
Colleague at Northern TrustDelhi, India
View →
CC
Carmine Cappola
Colleague at Northern TrustFort Lauderdale, Florida, United States
View →
PP
Penny Polak
Colleague at Northern TrustUnited States
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UR
Uday Raghav
Colleague at Northern TrustHaveli, Maharashtra, India
View →
2 education records
Robert Lee education
Bachelor'S Degree, Economics
Uc Santa Barbara
Education record
Santiago High School
FAQ
Frequently asked questions about Robert Lee
Quick answers generated from the profile data available on this page.
What company does Robert Lee work for?
Robert Lee works for Northern Trust.
What is Robert Lee's role at Northern Trust?
Robert Lee is listed as Sr Conslt, MO Asset Svcg, HFS at Northern Trust.
Where is Robert Lee based?
Robert Lee is based in San Francisco, California, United States while working with Northern Trust.
What companies has Robert Lee worked for?
Robert Lee has worked for Northern Trust, Blackrock, and Medipines Gas Exchange Monitor.
Who are Robert Lee's colleagues at Northern Trust?
Robert Lee's colleagues at Northern Trust include Vincent Phelan, James Mays, David Hexdall, Prashanth Peddanna, and Paulina Mleczko.
How can I contact Robert Lee?
You can use AeroLeads to view verified contact signals for Robert Lee at Northern Trust, including work email, phone, and LinkedIn data when available.
What schools did Robert Lee attend?
Robert Lee holds Bachelor'S Degree, Economics from Uc Santa Barbara.
What skills is Robert Lee known for?
Robert Lee is listed with skills including Word, Excel, Financial Analysis, Budget Tracking, and Microsoft Powerpoint.
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