Jonathan Lee
Investment Sales Intern @Besen Partners
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WORK HISTORY
Investment Sales Intern @Besen Partners
New York, NY, US
Responsible for supporting senior brokers and investment professionals in a variety of tasks aimed at enhancing client engagement and optimizing investment strategies.Key Responsibilities:Assisting in the analysis of market trends, financial statements, and investment opportunities to support informed decision-making.Conducting thorough market research to identify potential investment prospects and provide actionable insights.Engaging with clients to address inquiries, deliver information, and support relationship management efforts.Utilizing financial software and CRM systems to manage data, track client interactions, and streamline operations.
EDUCATION
Rutgers Business School
Bachelor's degree
ABOUT JONATHAN LEE
Rutgers Business School junior studying finance with a concentration in real estate…
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