# Jie Yang Lee, CFA **Product Manager/Sales** — Singapore, Singapore > Investment research professional with 8+ years of equity analysis experience across long-only and long/short strategies, now leading product development for industrial equipment distribution. Career Archetype: **Launchpad Summiteer** (HS-DX) — One of the first Launchpad Summiteers on Saywise ## Links - LinkedIn: https://linkedin.com/in/leejieyang ## Experience ### Product Manager/Sales, Tokimeku (2024-07 – present) Singapore · Building inspection equipment segment from scratch by sourcing and managing vendor relationships independently. Created marketing materials, provided technical training to sales team, and engaged regional customers on product sales and post-sales support. Advisory role to management on business strategy and capital allocation decisions. ### Equity Research Analyst, Veddis Capital (2023-06 – 2024-07) Singapore · Generalist covering global stocks across developed markets for a family office long-only fund. Initiated coverage on new ideas, conducted expert interviews, and discussed portfolio names with investment team. Held CFA Charterholder designation. ### Equity Research Analyst, GIC (2022-03 – 2023-06) Singapore · Covered Consumer sector in Asia ex-Japan for sovereign wealth fund. Provided recommendations on position sizing and initiations to portfolio team. Actively engaged with companies, built financial models, and presented findings to broader investment team. ### Equity Research Analyst, Eastspring Investments (2020-01 – 2022-03) Singapore · Generalist analyst under long-only mandate covering ASEAN funds. Advised on position sizing and portfolio management decisions. Actively managed Malaysia and Indonesia portfolio names with coverage initiation on more than 10 stocks across the region. ### Equity Research Analyst, GAO Capital (2018-12 – 2019-12) Singapore · Initiated coverage on US equities in TMT sector including mega-caps such as Apple, Microsoft, and Google for a Chinese family office. Advised on portfolio positioning, communicated findings in Mandarin, and built financial models for bottom-up analysis. ### Equity Research Analyst, Flowering Tree Investment Management (2016-02 – 2018-12) Singapore · Generalist analyst under long/short hedge fund mandate focusing on Chinese ADRs and H-shares in TMT and consumer sectors. Notable initiations included long positions in Samsonite and Baozun, short positions in Starhub and ComfortDelGro. Interacted closely with company management and sell-side analysts, conducted channel checks for objective reporting. ### Equity Research (Intern), Fidelity Worldwide Investment (2015-05 – 2015-08) Singapore · - Initiated coverage on Thai hospitality sector and Singapore hospitality REITs, presenting recommendations to portfolio managers - Engaged multiple stakeholders, including senior management of companies, industry experts and sell-side analysts, and conducted site visits to hotels in Thailand and Singapore to provide in-depth fundamental analysis - Published 8 reports alongside valuation models and presented key findings to regional office as part of industry review ### Macroeconomic Research (Intern), Centennial Asia Advisors (2015-01 – 2015-04) Singapore · - Crafted bespoke research reports focusing on socio-political and economic developments and trends in ASEAN countries, for clients such as governments and sovereign wealth funds. - Contributed insights on macroeconomic events and implications through writing of daily and weekly newsletter ### Equity Research (Intern), GAO Capital (2014-05 – 2014-08) Singapore · - Initiated coverage on 11 stock counters across 7 industries globally, including Nestle, Bristol Myers Squibb and ABB - Deepened research skills through interviewing management of companies and advising clients closely on investment strategies - Crafted proposals for business development and fund applications, alongside in-depth market research to assess potential of business plans and the development of fund investment strategies ### Spring into Banking Program, Deutsche Bank (2014-05 – 2014-05) - Immersion in Deutsche Bank's company culture, with in-depth understanding of banking functions and learning of soft skills for career progression in the banking industry. - Job-shadowing experience at Corporate Banking and Securities (CB&S), Global Markets division, networked extensively with different professionals to gain glimpse into roles and challenges of banking industry. - Presented on Credit Value Adjustment (CVA) and new regulatory reforms to Deutsche Bank senior staff and gained further insight through feedback. ### Signals Specialist, Singapore Armed Forces (2010-01 – 2012-12) - Awarded Best Section Award while undergoing training for vocation - Responsible for detachment teams working across spectrum of communication platforms on active standby - Formulated new Standard Operating Procedure for set-up of new platforms to ensure efficiency and integration across different technologies - Selected as instructor to support Signal Officers Cadet Course (SOCC) in Taiwan and train cadets in various proficiencies over 3 weeks ## Education ### Bachelor of Business Management in Bachelor of Science (Economics), Economics, Singapore Management University (2012-09 – 2016-06) Magna Cum Laude; Lee Kong Chian Scholarship recipient (2012-2016); Cumulative GPA: 3.8/4.0; Dean's List for 2012/2013 and 2013/2014 ### GCE 'A' Levels, Hwa Chong Institution (2004-09 – 2009-06) 7 Distinctions including H3 Biology (Proteomics); Hwa Chong Diploma with Merit ## Skills Portfolio Management, Equity Research, Equities, Equity Valuation, Microsoft Office, Bloomberg, Thomson One Banker, Microsoft Excel, Microsoft Word, Photography, Investments, Trading, Financial Modeling, Bloomberg Terminal, Banking, Strategy, Leadership, Research, Teamwork, Financial Analysis, Blackrock Aladdin, Investment Analysis, CFA Level III, English, Mandarin Chinese, Microsoft PowerPoint, Adobe Photoshop ## Credentials - **Peaktime International Student Business Competition** (issued 2014-03) - **Singapore Business Case Competition Semi-Finalist** (issued 2014-03) - **Bain & Company Case Competition Champion** (issued 2013-09) - **POEMS Stock Challenge Top 15** (issued 2013-09) - **AI100: Python Programming and Data Visualisation** — Heicoders Academy (issued 2021-08) - **Chartered Financial Analyst® (CFA) Charterholder** — CFA Institute (issued 2020-06) --- Source: https://saywise.com/member2108 (last modified 2026-10-06T07:20:45.192Z)