Phelix Lee
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The Hong Kong Polytechnic University
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Tell me more about Phelix Lee?
FlashIntel GPTPhelix Lee is a highly skilled professional with 16.3 years of experience in credit management, financial analysis, and corporate finance. Based in Hong Kong, Phelix has a strong background in portfolio management, business strategy, and team leadership. With expertise in Bloomberg and Microsoft Office, Phelix has a proven track record in market research and strategic planning. Phelix has worked for reputable companies such as Morningstar, Sunwah Kingsway, Seeking Alpha, and MTR Corporation Limited. Their specialties include FX, Option and derivative pricing, project financial management, and credit analysis and management.
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About
Passed all levels of CFA exam. Specialties: FX, Option and derivative pricing, Project financial management, Credit analysis and management, Corporate fundamental analysis
Work Experience
Equity Analyst
Financial Services
Phelix Lee's Professional Milestones
- Equity Analyst (2019-10-01~): Improving portfolio performance through data analysis and evidence-based strategies.
- Financial Control -summer Student (2011-06-01~2011-08-01): Driving compliance and compliance by implementing risk management techniques and mitigating risks with precision.
Education
Finance
2009-2012Skill
Credit Management
Financial Analysis
Bloomberg
Mandarin
Microsoft Office
Corporate Finance
Portfolio Management
Business Strategy
Microsoft Excel
Team Leadership
Finance
Market Research
Research
Strategic Planning
Vba
Customer Service
Fx Trading
Financial Modeling
Bloomberg Terminal
Macroeconomics
Equity Valuation
Dcf Valuation
Private Equity
Due Diligence
Fixed Income
Derivatives
Investments
Equities
Capital Markets
Certification
Colleagues
Other Named Phelix Lee
Frequently asked questions
We found 4 Phelix Lee's email addresses
Phelix Lee's social media include: Linkedin,
Phelix Lee works for Morningstar
Phelix Lee's role in Morningstar is Equity Analyst
Phelix Lee works in the industry of Financial Services
Phelix Lee's colleagues are Joshua Bean,Harvey johns,Jacob Rhodes
Phelix Lee's latest job experience is Equity Analyst at Morningstar
Phelix Lee's latest education in The Hong Kong Polytechnic University
