Jessica Lee
Senior Economic and Regulatory Analyst at FJ Capital Management LLC
About
Jessica Lee is currently an analyst at FJ Capital Management LLC, based in Ashburn, VA. In her role, she conducts in-depth research and financial analysis, contributing to investment decisions primarily focused on the financial services sector, with a particular emphasis on community banks and financial institutions. Her responsibilities include analyzing macroeconomic trends and their impact on targeted investment opportunities, with a strong focus on equity research within the firm's specialized financial strategies.
Jessica Lee serves as Co-Head of Macro Research at FJ Capital Management LLC. Her expertise centers on macroeconomic analysis relevant to the performance of small and mid-cap financials, including banks, thrifts, and specialty lenders. She plays a key role in portfolio positioning through her assessment of market dynamics, regulatory changes, and asset allocation across financial sector equities.
Lee’s prior professional experience and educational background have contributed to her skillset in financial analysis and macro research. Her significant contribution to FJ Capital includes helping shape the firm's investment direction with timely and actionable research, supporting the firm's reputation in financial sector investing. Her focus on financial institutions allows her to provide differentiated insights that enhance the firm's investment framework.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fj Capital Management | Senior Economic and Regulatory Analyst | Dec 2014 to Present | Investment firm that specializes in making investments in the small/mid cap community bank sector. Our signature fund, FJ Capital Long/Short Equity Fund, invests in banks throughout the U.S., with a f... |
| Federal Reserve Board of Governors Banking Supervision and Regulation | Senior Financial Analyst | Nov 2012 to Nov 2014 | Identify and inform senior management through briefing reports at firm-specific and portfolio levels of key risks and adverse financial trends. |
| Federal Reserve Board of Governors Financial Statistics | Senior Financial Systems Analyst | Jun 2008 to Nov 2012 | Founded and led accounting and regulatory advisory groups to engineer efficient and coordinated means of identifying data trends and research opportunities. Directed data analysis and research on firm... |
| Korean American League for Civic Action (Kalca) | Executive Director | Mar 2006 to May 2008 | Advanced the collaborative model of leadership encouraging co-sponsorships among other nonprofits in the area to streamline the community’s efforts and resources on common goals and objectives. Enhanc... |
| Halstead Property | Real Estate Agent | Aug 2004 to Feb 2006 | — |
| Us Mission to the European Union | Economic Sector Intern | Jan 2002 to Apr 2002 | Monitored Parliamentary action on Canary Island taxes, and researched socioeconomic implications of tariffs on imports to the Canary Islands. Worked closely with the U.S. Trade Representative and part... |
Education
George Washington University
Mathematics
2011 — 2012
New York University
Master of Arts, Economics
2006 — 2008
Binghamton University
Bachelor of Science, French Language, Economics, Literature, French Language and Literature
1998 — 2003
Others at FJ Capital Management LLC (1)
| Name | Role | Location |
|---|---|---|
 | Co-Portfolio Manager | Arlington, VA , United States |