2018 -now Vice President, Investments | Private Markets, Pension and DC @
2016 -2018 Senior Investment Strategist @
2016 -2016 Investment Manager, DB Strategy and Asset Liability Risk; Head of Investment and Liability Risk @
2011 -2016 Senior Investment Manager Fixed Income and Liability Management @
2009 -2010 Investment Risk Analyst @
2003 -2008 Vice President - Global Fixed Income Strategist @ Barclays Capital (originally Lehman Brothers)
1998 -2001 Financial Risk Management Consultant @
Philip Lee Education
The University of Chicago - Booth School of Business
MBA (Analytic Finance)
2001-2003
Columbia University
B.S. (Operations Research)
1994-1998
Philip Lee Skills
Fixed Income
Portfolio Management
Investments
Financial Modeling
Capital Markets
Valuation
Derivatives
Strategy
Asset Allocation
Financial Analysis
Asset Management
Equities
Asset Managment
Risk Management
Bloomberg
Investment Management
Investment Strategies
Financial Risk
Financial Markets
Fund Of Funds
Finance
Securities
Bonds
ALM
Economics
Investment Banking
Fixed Asset Management
Mortality
Investment Portfolio
Investment Advisory
Capital Markets Analysis
Capital Markets Advisory
Interest Rate Derivatives
Exotic Derivatives
Manager of Managers
Pension Funds
Quantitative Analytics
Analytics
Swaps
Project Management
Management Consulting
VBA
Market Risk
Corporate Finance
Options
Management
Hedge Funds
Foreign Currency
Leadership
Banking
Interest Rate
Exchange Traded
Financial Services
Microsoft Office
Marketing
Analysis
Windows 7
Servers
ISPF
Enterprise Architecture
TSO
Databases
Ipcs
Time Management
SQL
Virtualization
Business Analysis
Technical Support
Active Directory
Invention
Customer Service
Cloud Computing
System Administration
Unix
IBM Mainframe
Microsoft Word
Problem Solving
Operating Systems
z/OS
DNS
Microsoft Excel
Disaster Recovery
Troubleshooting
Teamwork
Solution Architecture
TCP/IP
English
CICS
Research
Problem Analysis
Marketing Strategy
ITIL
Social Media
IIS
Windows Server
PowerPoint
IT Service Management
Philip Lee Summary
Philip Lee, based in New York, NY, US, is currently a Vice President, Investments | Investment Committee and Performance at Northwell Health. Philip Lee brings experience from previous roles at Northwell Health and IBM. Philip Lee holds a 2001 - 2003 MBA in Analytic Finance @ The University of Chicago - Booth School of Business. With a robust skill set that includes Fixed Income, Portfolio Management, Investments, Financial Modeling, Capital Markets and more. Philip Lee has 3 emails and 1 mobile phone numbers on RocketReach.
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