Vice President, Investments | Private Markets, Pension and DC @ (July 2018 - Present)
Senior Investment Strategist @ (November 2016 - June 2018)
Investment Manager, DB Strategy and Asset Liability Risk; Head of Investment and Liability Risk @ (June 2016 - November 2016)
Senior Investment Manager Fixed Income and Liability Management @ (January 2011 - June 2016)
Investment Risk Analyst @ (March 2009 - January 2010)
Vice President - Global Fixed Income Strategist @ Barclays Capital (originally Lehman Brothers) (January 2003 - January 2008)
Financial Risk Management Consultant @ (January 1998 - January 2001)
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
ALM
Analytics
Asset Allocation
Asset Management
Asset Managment
Bloomberg
Bonds
Capital Markets
Capital Markets Advisory
Capital Markets Analysis
Corporate Finance
Derivatives
Economics
Equities
Exotic Derivatives
Finance
Financial Analysis
Financial Markets
Financial Modeling
Financial Risk
Fixed Asset Management
Fixed Income
Foreign Currency
Fund Of Funds
Hedge Funds
Interest Rate Derivatives
Investment Advisory
Investment Banking
Investment Management
Investment Portfolio
Investment Strategies
Investments
Management
Management Consulting
Manager of Managers
Market Risk
Mortality
Options
Pension Funds
Portfolio Management
Project Management
Quantitative Analytics
Risk Management
Securities
Strategy
Swaps
VBA
Valuation
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 ALM, Analytics, Asset Allocation, Asset Management, Asset Managment and more. Philip Lee has 3 emails and 1 mobile phone numbers on RocketReach.
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