Summary
Overview
Work History
Education
Additional Information
Hobbies
Timeline
Generic

ISAAC LEE

Tokyo

Summary

Spent all professional years conducting analysis on financial markets, trends with focus on equity indexes and execution of rebalancing equity portfolios. Skilled in efficiently interpreting numbers, large amount of complicated reading, multi-tasking, deducting logical conclusions from large amount of data. Individual who adapted to rapidly changing Wall Street business landscapes, withstood fast-paced, high pressure trading environment. Possess high communication and interpersonal skills in both English and Japanese

Overview

10
10
years of professional experience

Work History

Execution Services: VP of Portfolio Trading

Morgan Stanley MUFG Securities
03.2014 - Current
  • Managed team of three employees to execute on average 15+ client equity portfolios per day and facilitated portfolio pricing
  • Handled large, complex trades which occasionally reached two to three billions in USD notional
  • Advised, supported 50+ institutional investors on equity portfolio execution and market analysis on a monthly basis
  • Conducted analysis on financial markets and investment trends with focus on equity indexes and rebalances. Presented insight to 20+ clients per quarter by hosting calls and webinars
  • Generated single digit growth every year in team revenue despite team restructuring from maximum of six to eventually three members
  • Trained, supported newly hired employees in basic financial knowledge, sales, trading skills
  • Conducted consultation on trading cost analysis and algorithmic trading tools for fund managers to increase efficiency, performance of funds
  • Provided insightful ideas and opinion on improving trading mechanism and micromarket structure to reform Tokyo Stock Exchange equity auction rules
  • Bridged gap between domestic and international coverage within division by utilizing fluent bilingual skills

Education

Bachelor of Arts - Political Science And Government

New York University
New York, NY
01.2014

Additional Information

SUMMER PHOTO CLUB (Independent Film) 11/2023 to Current

  • Reviewing Japanese script and generating feedback in the ongoing writing of script
  • Translated most recent Japanese script to English for distribution to non-Japanese producers, actors and film festivals

BLUE IMAGINE (Independent Film) 09/2022 to Current

  • Reviewed script and generated feedback for revision throughout writing process
  • Translated Japanese script to English in entirety for distribution to production studios, actors and producers in Philippines
  • Supported collaboration between Japan and Philippine producers and actors on pre/post production and film shooting

Hobbies

Scuba diving, underwater videography, weightlifting, classical music, Airsoft, films, TV shows, K-POP

Timeline

Execution Services: VP of Portfolio Trading

Morgan Stanley MUFG Securities
03.2014 - Current

Bachelor of Arts - Political Science And Government

New York University
ISAAC LEE