Sean Kae Siang Lim, Finance Expert in Sydney, New South Wales, Australia
Sean Kae Siang Lim

Finance Expert in Sydney, New South Wales, Australia

Member since February 6, 2019
A CFA charterholder with more than nine years of experience in listed and unlisted equities, Sean's worked with many startups across Asia-Pacific ranging from seed to series A stages and consulted on strategies, financial planning, and equity transactions. Fluent in Chinese, he is currently working at a venture capital firm that invests in Asia-Pacific and enjoys freelancing to help clients solve complex problems and grow their businesses.
Sean is now available for hire

Career Highlights

Education

Select Certifications

Case studies

Industry Expertise

  • Finance
  • Venture Capital & Private Equity
  • Food & Beverage
  • Financial Modeling
  • Startups
  • Blockchain
  • Early-stage Startups
  • Pricing

Other Expertise

Employment

  • Investment Analyst

    2018 - PRESENT
    Hampton Capital
    • Liaised with investment partners to develop sound business models based on their strategic background and conducted feasibility studies for China and Australia.
    • Prepared comprehensive business plans, investor decks, and five-year three-scenario financial forecasts.
    • Secured a combined investment of AUD 5.5 million for projects in a range of industries such as supply chain management, blockchain, and social eCommerce.
    • Managed the relationship with stakeholders in both English and Chinese.
    • Partnered with UNSW and worked with deep-tech professors to derive commercial applications with funding potentials from their research.
    Focus areas: Pitch Decks, Strategy, Startups, Business Planning, Valuation, Financial Modeling, Startup Funding, Business Advisory, Deal Analysis
  • Senior Associate

    2017 - 2018
    Netrove
    • Managed portfolio companies through regular problem-solving meetings, strategic advice, and performance reviews.
    • Prepared and reviewed legal documents including term sheets, shareholder agreements, MOUs, sales agreements, and distributor agreements.
    • Originated new deals through networking and events and screened through over 100 deals.
    • Conducted due diligence on new investments and advisory projects.
    • Turned around a no-product, no-cash startup by helping them to hire the right team, implement processes, define accountabilities and the budget, request for more capital from investors, work on iterations of the products, plan a marketing strategy for product launch, and open up stores in prime areas such as airports and one of the largest and most popular shopping malls in Malaysia.
    • Executed a merger of a portfolio company with AirAsia and represented Netrove in the negotiation of the terms of the deal.
    Focus areas: Strategy, Startups, Startup Funding, Investment Memoranda, Pitch Decks, Due Diligence, Pricing Strategy, Investment Portfolio Management, Financial Modeling, Deal Analysis
  • Senior Investment Analyst

    2015 - 2017
    NAB Asset Management
    • Managed the portfolio exposures of funds with over AUD 170 billion funds under management.
    • Rebalanced currency exposures of the portfolio.
    • Created macro to automated processes and brought down execution time from an hour to 15 minutes.
    • Planned and executed financial restructuring of the portfolio to demerge the life insurance portfolios in preparation for its acquisition by Nippon Life.
    Focus areas: Investment Portfolio Management
  • Hedge Fund Manager

    2008 - 2015
    Trading Pursuits
    • Co-managed a boutique hedge fund using a macro top-down and quantitative approach.
    • Backtested strategies based on technical and fundamental analyses.
    • Developed stock and option picking screeners based on quantitative models.
    • Automated the portfolio risk report to calculate VAR, performances and sensitivity analysis.
    • Prepared weekly and monthly reporting to investors.
    Focus areas: Risk Analysis, Investment Portfolio Management, Portfolio Analysis, Investment Monitoring

Other Experience

  • Financial Forecasting When Modeling with Missing Data (Publication)
    A financial forecast is a map that leads investors to the end goal. Most forecasts fail because they assume the ability to capture a market without detailing the assumptions to get them there. Startup financial models must be granular, with no missing steps from points A to Z.

Education

  • Master's degree in Quantitative Finance
    2008 - 2010
    University of Technology Sydney - Sydney, Australia
  • Bachelor's degree in Actuary and Finance
    2004 - 2007
    University of New South Wales - Sydney, Australia

Certifications

  • Chartered Financial Analyst (CFA)
    JUNE 2015 - PRESENT
    CFA Institute

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