Manager Management
Resume:
Mark Lee
** ******* **, **** ****, NJ, *****
***.*.****@*****.*** ● 201-***-****
WORK EXPERIENCE
Baker Street Capital Management New York, NY
Jr. Portfolio Manager Jun 08 – Present
● Collaborated in the weekly operation of the firm’s proprietary Quant System using data from Bloomberg and third party databases in
order to develop investment ideas
● Enhanced firm’s in-house Quant System, by assisting in developing new module for the proprietary system. The new module -
Analyst Ratings Change (ARC) Module - now acts as 1 of 36 Modules in the firm’s proprietary Quant System.
● Trading Assistant: Performed daily P&L on the firm’s portfolio using proprietary systems: Ensured up-to-date accuracy of securities
pricing data, and performed pricing-quality assurance measures by coordinating with traders and the portfolio manager.
● Conducted research linked to the trader and portfolio manager, and integral to development of investment ideas: For instance,
data/excel analysis, historical price screens, updating the stock watch list, and summarizing various investment reports and 13-f reports;
● Conducted research project to partially redesign the firm’s Risk Management System and boost the firm’s risk analysis measures
● Independently researched and resolved legal issue involving writing off a short position on a stock held within the portfolio.
Independent project saved the firm over 500,000 dollars on potential losses and lawyer fees.
International Alliance Associates, New York, NY
Private Equity Intern May – Jul 07
● Acted as executive assistant to Chairman of private equity group: Managed communications, calendar, and prepared research reports
● Interacted daily with over 30 high net-worth individuals and M&A attorneys each day to cultivate potential private equity deal flows
● Performed due diligence on firm’s clientele and competitors
● Built and augmented the firm’s client database utilizing ACT! Software to generate potential leads
EDUCATION
GEORGETOWN UNIVERSITY, THE MCDONOUGH SCHOOL OF BUSINESS
BSBA, May 2008: Majors: Finance and International Business SAT 1520: 800 Math/720 Verbal
● Attended on a Full Academic Scholarship, 1 of 10 Awarded - Margaret & Leo O’Donovan Scholarship
● Worked concurrently up to 40 hours per week each semester to finance tuition, board, and expenses
● Study Abroad: The Chinese University of Hong Kong, Fall Semester 2006
DISTINCTIVE LEADERSHIP EXPERIENCE
Analyst, Georgetown University Student Investment Fund
● Conducted thorough analysis for equity investment decisions based on market fundamentals, accounting ratios, and economic trends
● Netted average returns above S&P over last three years during my undergraduate involvement
Chief Marketing Strategist, CurrentTV Campaign - Media Company formed by former VP Al Gore
● Selected as 1 of 2 from large pool of Georgetown applicants to head marketing campaign for campus and surrounding DC area
● Engendered creative marketing strategies: i.e. food connections, guerrilla style marketing, free movie-projection showings, etc.
● Received high praise by management for attracting 1000s of new followers for CurrentTV
Semi-Finalist, The Business Strategy Challenge - East Coast Regional Business Case Competition
● Consulted and presented a strategy for a real issue facing a non-profit to garner efficient, low-cost, revenue streams
● Presented business strategy in front of a panel of judges consisting of distinguished professors and professional consultants
● Semi-finalist out of a group of 16, 4-student teams: Competed against schools such as Penn, UVA, Carnegie Mellon etc..
Pole-vault / Javelin Representative, Chinese University of Hong Kong (CUHK) Track & Athletics Team
● Competed as #1 Javelin and Pole Vaulter for CUHK, in the Hong Kong Track & Athletics League, for the university
AWARDS & ACHIEVEMENTS
● Georgetown University, History of Southeast Asia (2006): Research Paper, “Revisionary Elucidation of the Terrorist Source
Paradigm”, praised by professor as one of the best papers she has read in past 5 years, resourced to GU Graduate School as paper template
● Georgetown University, Ethics and Human Happiness (2007): Thought Paper, “Nature of Happiness”, applauded by professor as
best paper in the course (53 students), archived as template for future classes
● Taiwanese-American Student Alliance (TASA) (2007): Founded new TASA chapter on Georgetown campus. Achieved “Best New
Chapter” at the annual TASA awards conference for the entire US, beat out 15 other new chapters.
● Glen Rock High School (2004): Awarded Edward J. Bloustein Distinguished Scholar Award (NJ top 1%), National Merit Scholar
Finalist Candidate, NJISAA Male Scholar-Athlete of the Year Award
ADDITIONAL SKILLS
Bloomberg, Thompson Analytics, Quick Books, Crystal Reports, ACT! Mandarin, Basic Taiwanese
Skills Languages
To Whom It May Concern:
On behalf of all of the partners of Baker Street Capital Management, I am pleased to endorse the candidacy of Mark Lee. The
responsibility of writing this letter of merit has befallen upon me due to the close level of professional interaction I have undergone with
this candidate during his nascent career, and consequently, our professional relationship should well suit me for the task of outlining his
superior professional achievement and personal aptitudes.
Baker Street Capital Management is a hedge fund based in Midtown Manhattan that specializes within the strategies of a Long/Short
Equity concentration and operates in the fashion of a “quant shop”, with the investment thesis procured through a proprietary quantitative
ranking system.
This past spring, Mark took the initiative to interview at our firm. Through an extremely competitive selection process, he received an
offer from us to join on a full-time basis. To provide a cursory overview of the firm’s 8 year history of talent recruitment, we traditionally
recruit from the most competitive schools in the New York/New Jersey region, including universities such as Princeton, Columbia,
Dartmouth, Penn, and NYU Stern, though of course, there are exceptions. Throughout the entire interview process, Mark presented an
indelible impression of confidence, maturity, and just as significant, intelligence. His impressions have not failed him since, and since the
first day on the job, he has never looked back.
Immediately upon hire, Mark was placed in a group with two analysts and one associate, and also worked on several projects directly
linked with the CFO, COO, and the Portfolio Manager himself. From day one, his functions enveloped the entire array of functions
forming the foundation of this firm. These include working directly with the systems currently in place at the firm that are integral to the
daily activities for achieving above average returns for our portfolio, including for instance, the Risk Management Systems and the Quant
System. Additionally, he was given the heavy responsibilities of being the “helping-hand” to every single employee within this firm.
It is important to bring up the gritty and intense nature of such a role new hires play in the development of this firm. The purpose of
affixing the new hire to such multifarious apprenticeship to all employees is simple. Firstly, it allows for quick acclimation to the entirety
of the daily operations involved in the firm, from the mundane back office duties, to the more superlatively analytical functions of the
equity analysts or the PM. Such a role absolutely necessitates a keen mind and a robust work ethic to contribute successfully to the firm.
Secondly, it introduces the new hire to the realities of the finance industry, or more specifically, the time-sensitive nature of information
and the incessant pressures of performance – in these characterizations I shall include the barking of orders by the trader, or the constant
drumbeat of orders placed by surrounding employees. It requires a tough skin, and excellent time management and multi-tasking skills to
accomplish this feat, which by no means, especially in combination with the first aim, is no easy task. It is then that it should be no
wonder to inform you that many previous hires have quit or been let go, whether it was due to lack of performance, or simply because
they could not handle the role. Mark has successfully overridden these steep early obstacles, and became a successful contributor to this
firm, and has since continued on to more highly analytical tasks.
A brief summation of independent research tasks should suffice to delineate his analytical achievements. In his duration at this firm, he
has improved the Quantitative system, the Risk Management System, and even tackled a legal case within his own individual effort. He
has certainly displayed his affinity towards theoretic thinking and applying them in practical terms. In collaboration with the other
employees of the firm, he has already aided in increasing the operational efficiency of this firm.
In conclusion, my professional opinion of Mark is none other than high marks. He is a focused, determined, and tremendously intelligent
individual, and has been one of the top performing hires at this firm in a long while. We are confident that he will be an asset to your
team. Please feel free to contact me directly at 212-***-**** to assist you in the selection process for Mark.
Best regards,
Shawn Lee
COO
Baker Street Capital Management
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