Lily Lee, Cfa
About Lily Lee, Cfa
Lily Lee, CFA, is the Senior ETF Product Insights Manager at Invesco EMEA in London, with over a decade of experience in the financial services industry.
Company
Lily Lee is currently employed at Invesco EMEA, a prominent asset management company known for offering a comprehensive range of exchange-traded funds (ETFs) and investment solutions. Invesco EMEA services a broad client base across Europe, the Middle East, and Africa, providing expert analysis and product insights in the financial sector.
Title
Lily Lee holds the position of Senior ETF Product Insights Manager at Invesco EMEA in London, England. In this role, she leverages her extensive experience to deliver detailed and strategic insights into the company's ETF products, helping clients make informed investment decisions.
Professional Experience
Lily Lee has garnered over a decade of experience in the financial services industry. Before her current role, she worked as a Senior Content Specialist at Invesco EMEA from 2018 to 2020. She also held positions at RBC PH&N Investment Counsel as a Portfolio Management Assistant from 2017 to 2018 and as a Private Client Associate from 2012 to 2016. Her career began at Leith Wheeler Investment Counsel Ltd. where she served as a Mutual Fund Accountant from 2009 to 2011 in Vancouver, Canada Area.
Education and Credentials
Lily Lee holds a Bachelor of Commerce (BCom) degree in Finance from The University of British Columbia, where she studied from 2005 to 2009. She further enriched her academic foundation by participating in an exchange program in Finance and Entrepreneurship at Copenhagen Business School in 2007. Additionally, she is a Chartered Financial Analyst (CFA) designation holder, demonstrating her expertise and commitment to the financial industry.
International Experience
Lily Lee has worked in both the Canadian and UK financial markets, providing her with diverse and international industry experience. This international exposure has equipped her with a robust understanding of different market dynamics and investment environments, enhancing her ability to deliver comprehensive financial insights and strategies.