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Chang Lee

Chang Lee

Investment Analyst at Finepoint Capital LP

Boston, MA , United States

About

Chang Lee is an investment professional currently serving as a Managing Director and member of the investment team at Finepoint Capital LP, an investment management firm based in Boston, MA. At Finepoint, Lee focuses on deep-value and opportunistic investment strategies, contributing to the firm’s analytically rigorous approach to fundamental research and capital preservation. His responsibilities include overseeing investment selection, portfolio management, and providing strategic guidance for the firm's holdings, particularly within the energy and industrial sectors as demonstrated by his appointment to the board of Harvest Oil & Gas Corp.

Prior to joining Finepoint Capital LP in 2017, Chang Lee was an equity research analyst at Fidelity Investments, a role where he gained substantial expertise in public equity markets and deep fundamental analysis. He has also played active roles on corporate boards, serving on the audit, compensation, and governance committees, further broadening his leadership experience in corporate oversight and investment decision-making.

Lee holds dual bachelor’s degrees in Finance and East Asian Studies from the University of Pennsylvania, equipping him with strong analytical skills and cross-cultural business perspective. His investment focus areas include public equities across energy, industrials, and special situations, and he is recognized for his contributions to fundamental value investing and board-level corporate governance in the investment management industry.

Career History

OrganizationRoleDate RangeDetails
Finepoint CapitalInvestment AnalystAug 2017 to Present
Fidelity InvestmentsEquity Research AnalystJul 2014 to Jul 2017
UBS Investment BankEquity Research Summer AssociateJun 2013 to Aug 2013
• Built earnings model to assess large cap life insurer, Sun Life Financial (SLF); forecasted future EPS until 2017 • Delivered 37-page initiation report; included analysis of valuation, company prosp...
Revolution PrepBranch ManagerMay 2011 to Sep 2011
• Started a first-year branch, developed familiarity with P&L statement and business assessment tools, drove $5,218 in revenue • Created and executed sales and marketing plan based on competitive land...
Private Advisors, LLCBusiness Development InternMay 2012 to Aug 2012
• Conducted research and constructed PowerPoint presentation on liability-driven investing for the hedge fund committee • Improved the functionality old fund models; updated the monthly risk, cash flo...
Beautyman AlvstadAsset Management InternJan 2012 to May 2012
• Interned within legal and consulting firm with $7M AUM, serving clients primarily within the healthcare industry • Monitored particular stocks and composed stock analyses detailing EPS, P/E ratios a...
Neater Pet BrandsCommunications ConsultantJan 2012 to May 2012
• Worked as part of a nine person team; carried out semester-long primary and pet industry research and crafted presentation • Selected by team members to deliver the final presentation to the client,...

Education

CFA Charterholder

2014 2016

University of Pennsylvania - The Wharton School

Bachelor’s Degree, Finance

2010 2014

University of Pennsylvania

Bachelor’s Degree, East Asian Studies

2010 2014

Doshisha University

Japanese Studies

2012 2012

Others at Finepoint Capital LP (9)

NameRoleLocation
Baily Dent
Baily Dent
Managing DirectorBoston, MA , United States
J
Justin Dancu
AnalystBoston, MA , United States
Kevin Koslosky
Kevin Koslosky
PartnerBoston, MA , United States
R
Rebecca Nordhaus
PartnerBoston, MA , United States
T
Tim Caflisch
PartnerBoston, MA , United States
A
Akinori Oshiro
Investment AnalystBoston, MA , United States
Alec Williams
Alec Williams
AnalystUnited States
Yoshiya Kawamura
Yoshiya Kawamura
AnalystJapan
Z
Zahir Zaveri
Managing DirectorNew York, NY , United States