senior vice president investments at citi@ Citi
London, England, United Kingdom
James Lees, CFA
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Imperial College London
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FlashIntel GPTJames Lees, CFA is an investment analyst with 12.4 years of experience. He is skilled in derivatives, Bloomberg, financial modeling, equities, valuation, risk management, portfolio management, market risk, financial analysis, credit analysis, VBA, operational risk, investments, quantitative analytics, Python, asset allocation, Microsoft Excel, Microsoft PowerPoint, private equity, real estate, fixed income, and Qlikview. He is currently working at Citi Private Bank in the Global Investment Lab, providing sophisticated analysis and advice across all asset classes. James has held senior positions at Citi in the United States, including Senior Vice President of Investments and Global Risk Analyst.
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About
Investment analyst working at Citi Private Bank in the Global Investment Lab. Providing ultra high net worth clients sophisticated analysis and advice across all asset classes.
Work Experience
Senior Vice President Investments
senior vice president investments at citi
Global Risk Analyst
Financial Services
James Lees, CFA's Professional Milestones
- Global Risk Analyst (2011-06-01~2013-12-01): Conducted comprehensive risk analysis, identifying threats and minimizing operational risks in diverse regions.
- senior vice president investments at citi (2014-01-01~2015-10-01): Building strategic partnerships with key institutional clients, resulting in increased revenue and client satisfaction.
Education
Chemistry
2007-2011Skill
Derivatives
Bloomberg
Financial Modeling
Equities
Valuation
Risk Management
Portfolio Management
Market Risk
Financial Analysis
Credit Analysis
Vba
Operational Risk
Investments
Quantitative Analytics
Python
Asset Allocation
Microsoft Excel
Microsoft Powerpoint
Private Equity
Real Estate
Fixed Income
Qlikview
Certification
Colleagues
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James Lees, CFA works for Citi
James Lees, CFA's role in Citi is senior vice president investments at citi
James Lees, CFA works in the industry of Financial Services
James Lees, CFA's colleagues are Abrar Bagdadi,Ashley Clements,Leonard Thomson
James Lees, CFA's latest job experience is senior vice president investments at citi at Citi
James Lees, CFA's latest education in Imperial College London
