Raymond Lee
Associate Director, Investment Manager Research @Bmo Private Wealth
Toronto, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2025 — Present
Associate Director, Investment Manager Research @Bmo Private Wealth
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Toronto, ON, CA
EDUCATION
2012 — 2013
University of Exeter
Master of Science (MSc), Financial Analysis and Fund Management
2009 — 2012
University of Exeter
Bachelor of Arts (BA), Accounting and Finance
SKILLS
FinanceTeamworkManagementResearchCorporate FinanceFinancial AnalysisPowerpointMicrosoft ExcelMicrosoft OfficeCharles River ImsValuationInvestmentsAnalysisPortfolio ManagementAccountingMicrosoft WordCustomer ServiceFinancial ModelingAccess
ABOUT RAYMOND LEE
An investment professional with more than 10 years of investment management experience, specializing in institutional fund and high-net-worth multi-asset portfolios.
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