Zach Lee Email & Phone Number
Vice President, Investments @ Ivy Management, LLC
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Zach Lee Location
- Golden, CO, US
Zach Lee Work
- Vice President, Investments @ (September 2026 - Present)
- Senior Associate, Investments @ (July 2024 - September 2026)
- Associate, Investments @ (July 2023 - July 2024)
- Senior Financial Analyst @ (July 2022 - July 2023)
- Senior Analyst, Supervisor @ (January 2020 - July 2022)
- Analyst @ (January 2019 - January 2020)
Zach Lee Education
- Utah State University - Jon M. Huntsman School of Business
Bachelor's degree (Finance)
2015-2018
Zach Lee Skills
- Financial Reporting
- Financial Modeling
- Financial Planning
- Portfolio Analysis
- Generally Accepted Accounting Principles (GAAP)
- Financial Analysis
- Microsoft Excel
- Portfolio Management
- Account Administration
- Accounting
- Asset-Based Lending
- Client Relations
- Client Services
- Communication
- Credit Risk Management
- Cross-functional Team Leadership
- Financial Audits
- Financial Structuring
- Fund Accounting
- Fund Management
- Fund Operations
- High-Net-Worth Individuals (HNWI)
- International Financial Reporting Standards (IFRS)
- Loan Origination
- Managing Associates
- Portfolio Monitoring
- Predictive Modeling
- Project Management
- Quantitative Models
- Reporting & Analysis
- Software Implementation
Zach Lee Summary
- Zach Lee, based in Golden, CO, US, is currently a Vice President, Investments at Ivy Asset Group. Zach Lee brings experience from previous roles at Ivy Asset Group and Alter Domus. Zach Lee holds a 2015 - 2018 Bachelor's degree in Finance @ Utah State University - Jon M. Huntsman School of Business. With a robust skill set that includes Financial Reporting, Financial Modeling, Financial Planning, Portfolio Analysis, Generally Accepted Accounting Principles (GAAP) and more. Zach Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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