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Jason Lee

Jason Lee

Passionate in financial analysis and trading.
Singapore
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About Jason Lee:

Hello! My name is Jason and I am currently looking for a career relating to financial analysis or/and trading. I am especially passionate about the financial market and willing to learn more by starting a career in this line.

Experience

Delving into my experience as a Great Eastern Financial Advisor, market research and analysis were done
frequently with the aim of delivering the best financial advice for my clients' investment portfolios. Microsoft
Excel's usage was frequent which allows numbers and statistics of recommended plans to be better
understood by my clients.


Before my career as a Financial Advisor, I was actively managing a fund house with another partner, where
the fund mainly invest in the equities market. The fund had 14 clients and an AUM of approximately SGD$30K,
with an annualised return of 13% from 2018 to late 2021. We liquidated all our investments back in late 2021, in
anticipation of the current bearish market. The fund is inactive since January 2022.

Education

Pertaining to my Bachelor's in Economics and Finance, I am familiar with the theory behind Option Modeling and Forward/Future Curve, with more opportunities needed to apply the technical aspect of it. I am proficient with knowledge of Financial Terms, Micro/Macroeconomics, Options, and Positioning in Financial Markets.

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