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

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: Deal Analysis, Business Advisory, Startup Funding, Financial Modeling, Valuation, Business Plan, Startup Strategy, Pitch Deck
  • 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: Deal Analysis, Financial Modeling, Investment Portfolio Management, Pricing Strategy, Due Diligence, Pitch Deck, Investment Document, Startup Funding, Startup Strategy
  • 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: Investment Monitoring, Portfolio Analysis, Investment Portfolio Management, Risk Analysis

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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