Matthew Lee

Experience

• 

  Bison Finance Society

  Aug 2022 - now

  Analyzed market trends and financial news to collaborate with peers and discuss investment strategies, exchange valuable industry insights and develop a deeper understanding of the financial markets and economic indicators

  • Analyst

    Aug 2023 - now

  • New Member

    Aug 2022 - Jul 2023
• 

  Eye Level Learning Center

  May 2023 - Aug 2023

  Tutor

  - Facilitated and tutored a group of fifteen students in improving their Math and English skills, adapting and customizing lesson plans to meet individual needs, enhance understanding and foster academic growth - Mentored and guided students through breaking down complex topics into understandable concepts, using clear communication and empathy to foster comprehension, develop strong study habits and problem-solving skills

• 

  Oppenheimer & Co. Inc.

  Jun 2024 - now

  Financial Accounting Intern

  - Oversaw the financial standing of repurchase agreements, fixed income, and equity sales and trading accounts by managing profit and loss statements, performing daily reconciliations, and ensuring timely financial reporting - Conducted analysis of quarterly financial statements and reports in preparation for earnings releases and quarterly reporting, verifying clarity, precision, and compliance with regulatory standards to support senior management - Communicated with international offices in Asia and Europe across time zones to reconcile trades, confirming accuracy and consistency in transaction records, to resolve discrepancies and streamline financial processes Show less