Experience

Adrian Lee & Partners – Active Asset and Currency Management

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Senior Portfolio Manager

  • Sep 2019 - Present

  • Management and implementation of the firm's proprietary currency models • Assessing systematic trade signals and presenting model output in daily strategy meeting to senior investment staff • Discretionary tactical FX trade idea generation • Understanding in detail client portfolio construction and positioning • Developing trade solutions to cater to individual portfolio’s unique guidelines and constraints • Creating and authorizing FX trades to re-balance client portfolio exposures in a timely manner • Providing client service support • Working with the Economics team in the publication of the firm’s monthly Global Economic Outlook • Ad hoc requests as member of Global Macro Research team Show less



Adrian Lee & Partners – Active Asset and Currency Management

• United Kingdom
• Investment Management
• 1 - 100 Employee

• • Dec 2016 - Jun 2018

• • Jul 2014 - Dec 2016