Portfolio BI
Michael Lee has worked in the financial sector since 2008. Michael began their career at Deutsche Bank as an Analyst in the Market Risk Management - Securitized Products department. Michael then moved to Moore Capital Management in 2010, where they worked as a Trade Analyst. In 2014, they joined Artorius Management as a Trader in the Global Index Rebalance and Foreign Secondary Market Neutral Strategies department. In 2018, they took a position at LUX Fund Technology & Solutions, Inc. as a Senior Implementation Engineer. Currently, they are the Head of EDM Implementation at Portfolio BI.
Michael Lee attended Thomas Jefferson High School for Science and Technology from 2000 to 2004. Michael then attended Columbia Engineering from 2004 to 2008, where they earned a B.S. in Operations Research.
Portfolio BI
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LUX Fund Technology & Solutions (LUX FTS) is the company behind Transcend, the best-in-class data warehousing and reporting software solution for the financial services industry. Their founders are operations and technology veterans, experienced in both front- and back-office operations-- inside experience that gives us a unique understandingof what’s really needed and what’s most important to your business.Transcend deploys disruptive business technology systems that organizes and displays your data quickly, efficiently, and accurately. Transcend provides a secure and cost-effective solution to automate companywide processes. The SaaS-based automation technology platform is configurable by the end user, mobile friendly and it allows for concurrent access.Transcend serves as a firm’s portfolio intelligence dashboard, dynamic data warehouse and integration system. It is a solution designed specifically to meet the needs of the financial services industry. Whether it’s loading data, aggregation, automation and scalability, or other factors such as speed, transparency, reliability or value, Transcend is best at what matters most to your company.