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Howard Lee

VP, Multi Asset Solutions at BMO Global Asset Management - Canada
Intro Book
Seasoned finance professional with expertise in portfolio construction and quantitative finance.
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Location
Toronto, Ontario, Canada, CA
Skills
  • Portfolio Construction
  • Asset Allocation
  • Asset Liability Modeling
  • Hedge Funds
  • Quantitative Finance
  • Show all
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Bio

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Howard Lee is a seasoned finance professional with extensive experience in portfolio construction, asset allocation, and quantitative finance. He has held senior roles at BMO Global Asset Management - Canada and has developed expertise in software development, machine learning, and search engine technology. Lee holds a Master of Science degree from Stanford University and is certified as a Financial Risk Manager (FRM).

Credentials

  • FRM
    Global Association of Risk Professionals (GARP)

Experience

  • BMO Global Asset Management - Canada
    • Canada
    • Financial Services
    • 400 - 500 Employee
    • VP, Multi Asset Solutions
      • Oct 2017 - Present

      Quantitative & Investment Strategies Research, Portfolio Design & Implementation

    • Systematic Investing
      • Oct 2016 - Present

    • Strategic Solutons
      • 2015 - Sep 2016

      Provided customized quantitative asset allocation solutions and targeted research to pension plan and endowment; headed all quantitative modelling for the Institutional Sales and Support Group

  • Entrepreneur
    • Researcher
      • 2008 - 2014

      1. Finance - Built a social media driven quantitative investment strategy 2. Search engine - Built a multimedia & Wikipedia driven Metasearch engine

  • Northwater Capital Management
    • Vice President
      • 1996 - 2008

      Quantitative Research, Enterprise Software Development

  • TD Corporate & Investment Banking Group
    • Systems Consultant
      • 1993 - 1996

      Quantitative Finance, Software development, Systems Integration

Education

  • Stanford University
    Master of Science (M.Sc.), Engineering Economic Systems
  • University of Waterloo
    Bachelor of Mathematics, Computer Science & Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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