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Anthony Lee, CFA, FRM, CAIA

VP - Risk and Operation at OP Investment Management

Anthony Lee, CFA, FRM, CAIA has work experience as a VP - Risk and Operation at OP Investment Management Ltd. since August 2016. Prior to that, they worked as a Summer Intern at China Overseas Property Marketing Management Co, Ltd. (FoShan) in July and August 2015, a Summer Intern at GuangZhou Liby Enterprise Group Corporation Limited in June and July 2015, and a Summer Intern at Guang Xi Investment Group in June and July 2014.

Anthony Lee, CFA, FRM, CAIA, has a diverse and extensive education history. Anthony began their higher education journey at Hong Kong Shue Yan University, where they obtained a Bachelor of Arts (B.A.) degree in Economics and Finance from 2012 to 2016.

Continuing their pursuit of knowledge, Anthony enrolled in the HKU School of Professional and Continuing Education from 2016 to 2018. During this time, they earned a Postgraduate diploma in Professional Accounting, further expanding their expertise.

In 2018, they further advanced their education at The University of Hong Kong, where they pursued a Master of Science (MS) degree in Statistics until 2020. This program allowed him to deepen their understanding of statistical principles and analysis.

To enhance their understanding of hedge funds, Anthony enrolled in the Executive Hedge Fund Programme at Henley Business School, beginning in 2022 and expected to conclude in 2023. Through this program, they aim to augment their knowledge of hedge fund strategies and management.

In addition to their academic achievements, Anthony has obtained several industry-recognized certifications. Anthony is a Chartered Financial Analyst® (CFA) Charterholder, having acquired this prestigious designation from the CFA Institute in September 2020. Furthermore, they obtained the Chartered Alternative Investment Analyst (CAIA) certification from the CAIA Association in May 2018.

Anthony's dedication to risk management led him to earn the Financial Risk Manager (FRM) certification from the Global Association of Risk Professionals (GARP) in January 2018. This qualification showcases their expertise in identifying and managing financial risks.

Anthony's commitment to professional growth extends beyond their academic pursuits. In 2022, they achieved a Certificate in ESG Investing from the美國特許金融分析師協會. Additionally, they completed the Professional Communication: Business Writing and Storytelling course offered by The Economist Education in December 2022. These additional certifications demonstrate their dedication to staying current on industry trends and enhancing their skills in specialized areas.

Overall, Anthony Lee, CFA, FRM, CAIA, has cultivated a comprehensive education history encompassing degrees in Economics, Finance, and Accounting. Coupled with their industry certifications, they possess a well-rounded and valuable skill set in various areas of finance and investment analysis.

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Timeline

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    VP - Risk and Operation

    August, 2016 - present

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