Jason B. Lee
245 E 44th Street Apt 12A New York,NY
Summary
A financial markets professional with experience in front and middle office operations in a fast-paced environment. Proficiency in micro-market structure, market data, operations, execution, compliance, dispute resolution and troubleshooting. A strong communicator, performance-driven, results-oriented, professional and knowledgeable.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Director
UBS
10.2023 - Current
- Primary Low Touch US-Listed Equity Options Sales/Coverage for Latin America and Canada
- Enhancing Algo suite platform
Associate
Credit Suisse
02.2019 - 10.2023
- Sales/Coverage for Advanced Execution Services (AES) US-Listed Equity Options
- Monitor workflow from order entry, algorithmic logic and downstream order generation and execution
Assistant Vice President
Credit Suisse
09.2017 - 02.2019
- Supported the Cash/Swap Equity and Equity Options High Touch and Low Touch products monitoring connectivity and inbound order flow
- Built out client connections working with all major OMS/EMS vendors
- Customized client configurations and workflow
FIX Engineer
ITG
03.2015 - 09.2017
- Level I support for the High Touch Desk and Low Touch products - Algorithms, SMART Order Routing, POSIT (ITG Darkpool), Block Trades (Alert) and a proprietary EMS (Triton) focusing on international equity, options and futures
- Handled firm-wide outages and custom client configurations
- Monitored global connectivity to and from buy-side and sell-side clients, vendors, brokers and darkpools
High Frequency Execution Trader
Algo Engineering / Algo Technologies
01.2009 - 03.2013
- Piloted a high frequency portfolio of proprietary trading strategies managing risk and order flow
- Conceptualized, back-tested trading strategies capturing alpha from micro-market inefficiencies
- Acted as level 1 support for firm-wide trading systems - trade-breaks, incident tracking and root-cause analysis
Professional Player
Poker
04.2007 - 01.2009
- 2 Borgata Open wins, 4 World Series of Poker Cashes
Execution Trader
SAC Capital Advisors
05.2006 - 04.2007
- Executed quantitative trading strategies of $250MM portfolios focused on Asian equity markets
- Was responsible for the execution of block trades, hedging strategies, data feed and the management of a proprietary OMS (Montauk)
Education
Bachelor of Science - Finance & Marketing
NYU Stern School of Business
New York, NYSkills
- UNIX, FIX Protocol, SQL, vi Editor, Crons
- Algorithms, Order Routing, Block Trades, Dark Pools, DMA, Connectivity
- Order Management Systems
- Bloomberg
- Microsoft Word, Excel, PowerPoint
Certification
Series 3, 4, 7, 57, 63
Timeline
Director
UBS
10.2023 - Current
Associate
Credit Suisse
02.2019 - 10.2023
Assistant Vice President
Credit Suisse
09.2017 - 02.2019
FIX Engineer
ITG
03.2015 - 09.2017
High Frequency Execution Trader
Algo Engineering / Algo Technologies
01.2009 - 03.2013
Professional Player
Poker
04.2007 - 01.2009
Execution Trader
SAC Capital Advisors
05.2006 - 04.2007
Bachelor of Science - Finance & Marketing
NYU Stern School of Business
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