As a recent magna cum laude graduate in finance from the University of Central Florida (“UCF”), Lee held the position of Treasurer on the board of her campus’ chapter of Operation Smile, an organization that provides funding for cleft palate/lip reconstruction surgery for children living in third-world countries. Lee held three internship positions throughout her time at UCF, including project manager at the Florida Department of Transportation; analyst at Umbrella Advisors (a boutique investment firm in Tel Aviv, Israel, via Onward Israel); and analyst in the investment banking department at HJ Sims. Lee credits her volunteer work and internship experiences as pivotal in the development of her current skills.
Immersed in the financial industry during her internship in Tel Aviv, Lee instantly became interested in a career in investment banking. This opportunity provided her with the motivation to find a position that would complement, yet challenge, her understanding of the field.
In her full-time position as Data Analyst with HJ Sims, Lee supports banking operations and asset management, including conducting market data analysis; monitoring covenant and tracking for non- profit financings, and for-profit transactions in the market. Additionally, Lee tracks current market data to assist bankers with additional analytical support, and creates models that automate the tracking of our competitive landscape. Overall, Lee’s efforts support the development of internal strategic initiatives at the firm.
Being raised in two cultures, Lee is fluent in English and Hebrew. She is open-minded about culture, religion and language. Lee has a passion for travel and enjoys immersing herself in different cultures. She spent this past summer in Israel and Europe, and has her sights set on Japan for her next destination. Lee enjoys reading motivational books in her free time, specifically tales about inspirational figures. With a healthy appreciation for being active, Lee enjoys taking work out classes such as barre and cardio interval training. Infused with school pride, Lee relishes the chance to cheer on her Alma Mater.
Raised by parents who are incredibly entrepreneurial and self-motivated has influenced Lee to become the person she is today. Originally from Cleveland, Ohio, Lee is family-oriented and travels to her family’s homeland of Israel frequently. Lee has made Orlando, Florida, her home for the last five years.
Standing five-feet tall, Lee declares she is small, but mighty! She may not ‘stand above’ the crowd due to her height, however, Lee’s thirst for knowledge and her dedication to her work make her stand apart from most.