Overview
Work History
Education
Skills
Military Service
Timeline
Generic

Jae Seung Lee

Investor Relations & Capital Formation
Seongnam-si

Overview

6
6
years of professional experience
5
5
years of post-secondary education

Work History

Client Portfolio Management Senior Associate

Invesco Real Estate
08.2024 - Current
  • Company Overview: Invesco Real Estate is a global leader in real estate investment management, providing a range of investment solutions to institutional clients
  • Serve as a client-facing portfolio manager for Korean institutional clients, driving capital raising for global real estate strategies
  • Develop and execute strategic investor engagement initiatives across public and private fund platforms (REITs, SMAs, partnerships)
  • Liaise between investment and sales teams to ensure strategic alignment and deliver tailored investment solutions
  • Cultivate long-term partnerships with local and global institutional investors
  • Invesco Real Estate is a global leader in real estate investment management, providing a range of investment solutions to institutional clients

Investor Relations & Capital Formation

Morgan Stanley Private Equity Asia
03.2023 - 03.2024
  • Company Overview: Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management, and investment management services
  • Involved in all phases of 1) Flagship Fundraise (North Haven Private Equity Asia); 2) Regional Fund Fundraise (North Haven Thai Private Equity)
  • Developed and managed partnerships with sovereign funds, pension funds, and family offices across Asia
  • Coordinated cross-border fundraising efforts and investor communications in Japan, Europe, and the Middle East
  • Created investor materials and customized reporting to support long-term engagement and transparency
  • Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management, and investment management services

Placement Agent

MVision Private Equity Advisers
12.2021 - 02.2023
  • Company Overview: MVision is a leading global private equity advisory firm, specializing in fundraising and investor relations
  • Selected Fundraising Experience: Built strong working relationships with global LPs
  • Mercuria Holdings (Japanese Buyout Private Equity Fund) - Raised $15M
  • Glow Capital Partners (Australian Growth Capital) - Raised $10M
  • Anchorage Capital Partners (Australian Special Situation Fund) - Raised $15M
  • STIC Investments (Korean Growth Equity Fund)
  • MVision is a leading global private equity advisory firm, specializing in fundraising and investor relations

Fundraising/Valuation Analyst

Anchor Equity Partners
05.2019 - 11.2021
  • Company Overview: Anchor Equity Partners is a private equity firm focused on investments in growth-oriented companies
  • Managed all aspects of fundraising including PPMs, diligence questionnaires, and investor presentations
  • Engaged directly with global institutional investors (pension funds, SWFs, insurance firms)
  • Selected Project Management Experience: Led Salesforce CRM migration project and developed in-house optimization tools for investor targeting and pipeline tracking
  • Oversaw cross-functional coordination for fund reporting and investor communication
  • Anchor Equity Partners is a private equity firm focused on investments in growth-oriented companies

Education

Bachelor of Business Administration - Wealth Management

University of Hong Kong
09.2012 - 01.2018

Skills

  • MS Office

  • Bloomberg

  • Salesforce

  • HIS Markit iLevel

  • Capital IQ

  • Thomson Reuters

Military Service

Republic of Korea Marine Corps, Second Marine Division, 08/25/14, 05/24/16

Timeline

Client Portfolio Management Senior Associate

Invesco Real Estate
08.2024 - Current

Investor Relations & Capital Formation

Morgan Stanley Private Equity Asia
03.2023 - 03.2024

Placement Agent

MVision Private Equity Advisers
12.2021 - 02.2023

Fundraising/Valuation Analyst

Anchor Equity Partners
05.2019 - 11.2021

Bachelor of Business Administration - Wealth Management

University of Hong Kong
09.2012 - 01.2018

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Jae Seung LeeInvestor Relations & Capital Formation