Sophie Lee, Cpa
About Sophie Lee, Cpa
Sophie Lee is an Equity Research Associate specializing in software at Berenberg Capital Markets, where she has worked since December 2020. She holds a Bachelor's degree in International Economics from Ewha Womans University and a Master's degree in Accounting from Cornell University.
Work at Berenberg
Sophie Lee serves as an Equity Research Associate in the Software sector at Berenberg Capital Markets. She has been with the firm since December 2020, focusing on a portfolio of software companies. Her responsibilities include analyzing and providing insights on companies such as Autodesk, Altair Engineering, Aspen Technology, Procore Technologies, PTC Inc., Unity Technologies, and Matterport. Her role involves evaluating market trends, financial performance, and competitive positioning within the software industry.
Education and Expertise
Sophie Lee holds a Bachelor's degree in International Economics from Ewha Womans University, which she completed in 2015. She furthered her education by obtaining a Master's degree in Accounting from Cornell University. Her academic background provides her with a solid foundation in economic principles and financial analysis, essential for her work in equity research.
Background
Before joining Berenberg, Sophie Lee worked as an Assurance Associate at EY from 2018 to 2020 in the New York City Metropolitan Area. In this role, she gained experience in auditing and financial consulting. Additionally, she worked at the International Monetary Fund as a Staff member from 2015 to 2016 in the Washington D.C. Metro Area, where she contributed to various economic research projects.
Professional Experience
Sophie Lee has accumulated significant professional experience in finance and equity research. Her tenure at EY equipped her with skills in assurance and compliance, while her role at the International Monetary Fund provided exposure to global economic issues. Since transitioning to Berenberg, she has focused on the software sector, leveraging her analytical skills to assess company performance and market dynamics.