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Stephen Lee is a Private equity / Impact investing at Nuveen, a TIAA company. He possess expertise in investment banking, financial modeling, valuation, financial analysis, corporate development and 15 more skills.
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Senior Director And Head Of Asia, Impact InvestingNuveen, A Tiaa Company Feb 2023 - PresentNew York, Ny, Us -
Director And Head Of Asia, Impact InvestingNuveen, A Tiaa Company Aug 2022 - Mar 2023New York, Ny, Us -
Director, Impact InvestingNuveen, A Tiaa Company Apr 2019 - Jul 2022New York, Ny, Us -
Board MemberArohan Financial Services Limited Dec 2022 - PresentKolkata, West Bengal, In -
Board MemberKinara Capital Oct 2022 - PresentBengaluru, Karnataka, In -
Principal, Impact InvestingTiaa Jan 2017 - Apr 2019New York, Ny, Us -
Senior Associate, Responsible Investment - Impact InvestingTiaa Dec 2014 - Dec 2016New York, Ny, Us -
Director, Access To FinanceBuilding Markets Sep 2012 - Sep 2014Brooklyn, New York, UsOrganization description:Building Markets is a 501(c)(3) social enterprise whose mission is to build markets, create jobs and sustain peace in developing economies by championing local entrepreneurs and connecting them to new business opportunities. Building Markets has won numerous awards and distinctions for its innovative business model, including from the Skoll Foundation, 2010 G20 SME Finance Challenge and the 2013 Forbes Philanthropy Summit.Stephen's responsibilities:* Pioneered, developed and currently lead Building Markets' global "Access to Finance" practice, which provides consultative and innovative capital solutions for small and medium-sized enterprises in developing countries to improve their access to a various kinds of capital.* Oversaw the establishment of two Access to Finance country programs in Africa (Liberia and Mozambique), and continues to oversee all aspects of these programs, including strategy development, team building, operations, partnership development, budgeting, growth plans, etc.* Program has assisted over 350 small businesses and facilitated over $12 million in credit in these two countries in its first year of operations.* Led practice's expansion efforts with investors and donors. * Spearheaded various finance solution concepts for the organization, including equity/mezzanine capital, invoice factoring, partial credit guarantees and other interventions; co-developed joint finance/market linkages program concepts, involving strong technical assistance components. -
Investment Banking Associate, Diversified IndustriesJ.P. Morgan Jul 2010 - Aug 2012New York, Ny, Us* Worked on 9 deals, including buy-side and sell-side M&A, leveraged buyouts and debt financings; prepared valuation and merger analyses, acquisition firepower analyses and other client presentations and materials.* Select transaction experience:o Advised a large, European industrial company on its $30bn takeover attempt of a US-based industrial company - Managed the sum-of-the-parts public comparable company valuation model; the financing risk and ratings assessment; and other analyses.o Advised large defense company on its potential $3bn acquisition of an aerospace supplier - Prepared valuation and merger model using buyer estimates and public sources in preparation for a fairness opinion; developed the financing model for financing risk and ratings assessment.o Lead bookrunner on Dynacast’s $350mm bridge facility/high-yield notes in July 2011. - Assisted in writing the S-4 Filing; owned and managed company model for financing risk and ratings assessment; developed assumptions based on diligence with management; developed credit positioning and industry-related content for the rating agency presentation. -
Intern, Structured FinanceOverseas Private Investment Corporation Sep 2009 - May 2010Washington, Dc, Us* Created additional functionality in baseline model of financial projections for a $325 million loan program through local banks for mortgage financing in the West Bank.* Researched the key players, trends and issues of the Pakistani energy sector for senior OPIC management prior to due diligence trip in country.* Created a presentation designed to attract interest in investing in Afghanistan by potential overseas investors. -
Summer Associate, Diversified IndustriesJ.P. Morgan Jun 2009 - Aug 2009New York, Ny, Us* Contributed to key deliverables and co-managed process for Kennametal’s $126mm equity follow-on offering.* Developed several pitches and marketing documents. Topics include: hostile takeover defense, potential acquisition target analysis and shareholder returns analysis comparing a client and its competitors. -
Associate Intern, Growth Capital FundThe Carlyle Group Sep 2008 - May 2009Washington, Dc, Us* Developed investment recommendations on five potential early stage opportunities based on assessment of business model, industry trends, fit with investment strategy and preliminary valuation.* Synthesized global education sector research for the purpose of shaping current investment strategy. -
Summer Associate, Diversified IndustriesJ.P. Morgan Jun 2008 - Aug 2008New York, Ny, Us* Developed an interloper analysis on a key competitor while advising Manitowoc on its $2.7 billion acquisition of Enodis.* Created several analyses while advising an appliance manufacturer on a potential acquisition of a $2-3 billion appliance competitor. Analyses include: raw material pricing trends and industry organic sales growth.* Developed a safety products and security services pitch for a large cap industrial conglomerate. -
Consultant (Pharmaceutical R&D)Accenture May 2004 - May 2007Dublin 2, Ie* Managed cross-border process in the post-merger integration of a $7 billion Top 3 Japanese pharmaceutical company to define the operating model of a new 10-person Decision Analysis group.* Created, pitched and sold the business case for a new Business Analyst group for a Top 10 pharmaceutical company. Staffed and managed 6-member team that executed up to 7 concurrent projects for our client.* Designed the Resource Management capability for the Japan Division of a $19 billion Top 10 pharmaceutical company.* Earned early promotion to Consultant after one year instead of typical two to three year timeframe. -
Business Analyst, Corporate DevelopmentAtx Communications Aug 2002 - Mar 2004* Performed divestiture analysis of Internet subscriber base (approximately 120,000 customers).* Managed $90 million P&L of the Internet services division, resulting in a 20% increase in gross margin.* Maintained company's financial model in ATX’s efforts to recapitalize $600 million of debt.
Stephen Lee Skills
Stephen Lee Education Details
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Georgetown UniversityInternational Development -
Georgetown University Mcdonough School Of BusinessGeneral -
Fulbright Fellowship (Egypt)Modern Standard Arabic -
University Of PennsylvaniaEconomics
Frequently Asked Questions about Stephen Lee
What company does Stephen Lee work for?
Stephen Lee works for Nuveen, A Tiaa Company
What is Stephen Lee's role at the current company?
Stephen Lee's current role is Private equity / Impact investing.
What is Stephen Lee's email address?
Stephen Lee's email address is sl****@****iaa.org
What is Stephen Lee's direct phone number?
Stephen Lee's direct phone number is (212) 490*****
What schools did Stephen Lee attend?
Stephen Lee attended Georgetown University, Georgetown University Mcdonough School Of Business, Fulbright Fellowship (Egypt), University Of Pennsylvania.
What are some of Stephen Lee's interests?
Stephen Lee has interest in Financial Services, Financial Technology, Film/screenwriting, Investing.
What skills is Stephen Lee known for?
Stephen Lee has skills like Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Development, Emerging Markets, Due Diligence, International Development, Business Strategy, Corporate Finance, International Relations, Mergers And Acquisitions.
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