Brian Lee [2011]
226 West Rittenhouse Square
Apartment 217
Philadelphia, PA 19103
(860) 216-7914
lebrian@wharton.upenn.edu

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · Aug. 2009 - May 2011
MBA; Real Estate

  • Wharton Real Estate Club (Vice President of Social, Organizer for L.A. Trek in February 2010), Wharton Community Consultants (Advisor to Ronald McDonald House), Media & Entertainment Club (Organizer for Trek to New York Times in Nov. 2009), Out4Business, Asian-American Club, Ski & Snowboard Club.

YALE UNIVERSITY
New Haven, CT · Sept. 2000 - May 2004
B.A.; Political Science, International Studies

  • Yale Daily News : News Editor, Academics & School of Management Beat Reporter (Oct. 2001 - Oct. 203)
  • Richard U. Light Fellowship : Received full funding to study abroad in Kanazawa, Japan during the summer of 2002.

EXPERIENCE

UBS INVESTMENT BANK
Hong Kong, China · Jan. 2007 - Apr. 2008
Associate Director

  • Fundamental Investment Group, Asia ex-Japan Strategic Equities Long-Short Portfolio
  • Provided stock recommendations and hedging strategies for the $500 mil. USD portfolio.
  • Lead analyst on Chinese real estate and consumer sectors; implemented a bearish investment strategy for Chinese property in 2008, as stocks dropped more than 70%.
  • Participated in 70 property tours and interviewed management teams of 15+ developers
  • Built models, wrote analysis pieces, interviewed management for 70+ companies across Asia
  • Traded cash equities, derivatives, futures, currencies for the entire region

UBS INVESTMENT BANK
Seoul, South Korea · Oct. 2006 - Dec. 2006
Analyst

  • Assisted the Telecoms Analyst as part of a training trip to learn fundamentals, enhance Korean
  • Conducted company visits for 30+ companies in various sectors, accompanying analysts and clients

UBS INVESTMENT BANK
Tokyo, Japan · July 2004 - Oct. 2006
Analyst

  • Traded Japanese equities, Nikkei & TOPIX Futures, FX, ADRs, and risk program baskets
  • Quoted single stocks, program baskets, guaranteed VWAP trades, guaranteed close trades

RAFAEL MANDELMAN FOR SAN FRANCISCO DISTRICT 8 SUPERVISOR
San Francisco, CA · Apr. 2009 - Aug. 2009
Assistant Campaign Manager

  • Built database for donations, organized campaign fundraisers, researched policy positions

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

  • Acquisitions
  • Advisory/Consulting
  • Development

Interested in a job/internship in:

  • Asia
  • California
  • Mid-Atlantic USA
  • Northeast USA


Wharton