Jonathan Lee, CFA

Banking, Treasury & BSM, Fintech, Web3 and Big Data Professional

Hong Kong, Hong Kong SAR

About

Jonathan has spent over 20 years of his career with licensed digital, private, commercial and investment banks. He has the qualification of being 72b manager under HK banking ordiance and Executive Officer of regulated activities Type 1 and 4. He developed his diverse banking competences in various functions, including treasury and dealing, sales trader, settlement operation and risk management in UBP, Coutts, Shanghai Pudong, China Construction Bank, Bank of NY Mellon, Standard Chartered Bank, JP Morgan and the clearing house of HK Futures Exchange. He had unique experience in setting up the Treasury, Trading and Dealing functions for newly established banks, namely, UBP and Shanghai Pudong in 2016 and 2010 respectively, in Hong Kong. He was the Head of Balance Sheet Management & Treasury of livi bank, the new era of virtual banks in HK. Jonathan graduated from the HKUST and acquired professional qualifications of CFA, FRM and CFP.

Experience

  • Head of Balance Sheet Management & Treasury at livi bank
    Apr 2022 - Nov 2023 · 1 yr 8 mos

    Oversaw Balance Sheet Management and Treasury function of one of the first virtual banks in HK.

  • Co-Founder at Linerlytica
    Sep 2019 - Apr 2022 · 2 yrs 8 mos

    Co-founded Linerlytica, a tech start-up firm to provide market research in container shipping industry. Analyzed over 100M+ data records with increment pace at half million per day.

  • Co-Founder at 300cubits
    Mar 2017 - Aug 2019 · 2 yrs 6 mos

    Co-founded 300cubits.tech, a start-up firm focusing on end-to-end solutions using blockchain technologies in private and public blockchain.

  • Head of Treasury and Trading, Asia at UBP - Union Bancaire Privée
    Apr 2016 - Feb 2017 · 11 mos

    Post acquisition of the Asian business of Coutts & Co AG. Managed and oversaw treasury functions for fulfilling funding need of the Bank and all regulatory requirements of HK, SG and Switzerland. Managed and oversaw dealing services for all products. Managed 14 team members located in Hong Kong and Singapore.

  • Executive Director, Head of Treasury Services & Dealing, Asia at Coutts
    Sep 2012 - Apr 2016 · 3 yrs 8 mos

    Managed and oversaw treasury functions for fulfilling funding need of the Bank and all regulatory requirements of HK, SG and Switzerland. Managed and oversaw dealing services for all products. Managed 18 team members located in Hong Kong and Singapore.