Summary
Work History
Education
Hobbies
Timeline
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ERIC LEE

Vancouver,BC

Summary

Real estate financing professional skilled in navigating complex markets. Committed to continuous learning and leveraging market insights and technologies for strategic decision-making. Known for quick adaptation and effective application of new knowledge.

Work History

Associate

Stoic Capital
05.2023 - Current
  • Delivered comprehensive capital advisory services to diverse clientele, including developers, builders, owners, and operators, by providing tailored capital solutions to meet their specific needs and objectives.
  • Utilized up-to-date industry knowledge and modeling skills to guide clients through strategic decisions across entire development cycle.
  • Secured equity for projects by fostering relationships with partners such as family offices, institutional investors, and pension funds, driving project funding and execution.
  • Conducted due diligence and sensitivity analysis for both project-level and portfolio assessments, strategically minimizing risk amidst market uncertainty and volatility.
  • Successfully submitted and funded CMHC applications for over 500 units across Metro Vancouver and Fraser Valley.
  • Arranged $200MM in construction financing for two industrial/office projects scheduled for funding by Q3 2024.

Associate - Real Estate Finance

CIBC
03.2021 - 05.2023
  • Underwrote and funded over $300MM in interim & term financing toward 6 new projects across multiple asset classes.
  • Assisted in monitoring $1Bn+ office portfolio across Canada through financial due diligence, amendment to underwriting, internal risk ratings, and consideration of market factors, etc.
  • Prepared and presented weekly memos to deal committee on project financing requests by conducting project, market, and sponsorship analysis.
  • Collaborated with management team to create year-end review on portfolio overview, market statistics, capital exposure, risk by location and asset class.
  • Managed relationships with top-tier developers and lenders through diligent communication.

FP&A Analyst

Snap Financial Group
04.2018 - 09.2019
  • Compiled and structured data into new reporting formats to facilitate comparison and evaluation.
  • Conducted in-depth analysis of 10-year historical data across multiple lending operations, enabling accurate forecasting of future revenues and expenses.
  • Played key role in implementation of Adaptive Insight, versatile SaaS solution, to enhance reporting efficiency and collaboration across various teams.
  • Delivered two quarter-end reports highlighting key performance indicators for internal meetings to support informed decision-making across US expansion.

Education

Bachelor of Commerce - Finance

Smith School of Business, Queens University
Kingston, Ontario
2020

Marketing & Finance -

University of New South Wales
Sydney, NS
2019

Hobbies

Rugby, Golf, Outdoors, Cooking

Timeline

Associate

Stoic Capital
05.2023 - Current

Associate - Real Estate Finance

CIBC
03.2021 - 05.2023

FP&A Analyst

Snap Financial Group
04.2018 - 09.2019

Bachelor of Commerce - Finance

Smith School of Business, Queens University

Marketing & Finance -

University of New South Wales

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ERIC LEE