Project Manager Analyst

Jason Y Lee

Advisory Associate - Major Projects

(RC)

Phone: 408-***-****

Address: *** **** ****, *** *****

92101

Email: *****.*.***@******.***

Highly detail oriented self-starter looking for a new growth opportunity. Strenuously tested background and experiences in operaons/controls build-out, project management, consumer insights, contract review, and fund raising. Proficient in Microso Suite, Google Analycs, SPSS Data Analycs, Capital IQ, Bloomberg, and Salesforce. KPMG

Advisory Associate

Present

Conducts royalty and licensing audits on behalf of copyright, patent, and intellectual property owners in the entertainment, fashion, music, technology, and consumer product industries. Survata

Market Research Analyst/Project Manager

2018 - April 2019

Previous Posion: MR - Analyst (Project Manager/Operaons) Worked directly with brands to fulfill full life cycle survey fielding and analysis for end deliverables. Communicated with clients and panel partners daily to ensure proper fielding and sasfactory end deliverable. Completed 12 major studies and delivered aconable insight sheets for clients including McCormick, Ben Group, Constellaon Brands, Nike, Hulu, Levis, and Spofy

Responsible for full life cycle of survey creaon

Worked directly with clients to learn about their end deliverable to ensure survey design would align Responsible for coding in survey's including Logic using HTML to ensure survey pathways Worked directly with panel partners to ensure proper fielding and pricing of surveys Panels: Fulcrum, Lucid, Cint, InnovateMR, RNow SSI, and ProtegeMR Elevated all surveys based on urgency and end deliverable ming Analyzed finished data set using SPSS and Excel to create client end deliverable including 20+ slide pitch decks and 4-page insights sheets.

Used MarketSight to create crosstabs and deliver cuts based on client end deliverables Fisher Investments

Porolio Management Group Senior Associate

April 2017 - 2018

Responsible for global trade selements and swi interfacing while specializing in froner markets research for Bahrain and Ghana securies. MIFID II transion, was on the team spearheading regulaon implementaon. Responsible for daily global trading selements and reconciliaon Responsible for onboarding 2 foreign banking instuons and built out reconciliaon and trading funcons Worked on SWIFT interfacing to build out messaging capabilies Bloomberg terminal cerfied

Froner Markets Specialist for Bahrain and Ghana

Specialist in charge of MIFID II coordinaon and transioning to new regulaons Woodside Capital Partners

Investment Banking Seasonal Analyst (TMT)

May 2016 - February 2017

Specialized in M&A, strategic partnerships, and private placements for emerging growth companies in the technology and life sciences sectors

Lead analyst on 18 deals (Deal sheet available)

Model Creaon: DCF, LBO, Waterfall, PubCo

Bus Dev to feed the pipeline

Pacific Ventures

Capital Markets Research

2015 - 2017

Analyst on the Impact Invesng Research and Consulng pracce (IIRC), which provides strategy consulng, impact measurement, management evaluaon, field-building research, and develops tools to help business owners create higher-quality jobs. Analysed companies during the diligence phase of advisory research Specializes in impact research and evaluaon

PROFESSIONAL PROFILE

EXPERIENCE

Elevated all pernent analysis which would impact investors and policymakers Pioneered a streamlined process of informaon integrang Salesforce, Excel, and CapIQ to improve the research funconality and accuracy.

ScholarAd (Social Network Startup)

Co-Founder

November 2013 - January 2015

*Private Aquision*

A social network startup working to find original, modern, and efficient soluons to buying and selling used goods across college campuses naonwide.

University of Redlands

BS. Global Business & BS. Financial Economics

2013 - 2017

Chinese (Mandarin) (Nave)

Excel Funcons:

Pivot Table, V-Lookup, Macro Buildout

Financial Models:

DCF, FCF, LBO, PubCo (3 prongs)

Cerfied Databases/Plaorm:

Salesforce CRM, Google Analycs, SPSS, MarketSight, CapIQ, Bloomberg Terminal (Bloomberg Cerfied) EDUCATION

LANGUAGES

SKILLS

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