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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
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