I-Chen Lim

I-Chen Lim Email and Phone Number

Finance Innovator | Empowering Business Decisions with Data-Driven Strategies | Bridging Corporate Structure with Startup Agility @ Velotrade
hong kong, central and western district, hong kong
I-Chen Lim's Location
Hong Kong SAR, Hong Kong
About I-Chen Lim

Brings previous equity raising and M&A experience in investment banking to the start-up world. Advises on fund raising and corporate strategy.

I-Chen Lim's Current Company Details
Velotrade

Velotrade

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Finance Innovator | Empowering Business Decisions with Data-Driven Strategies | Bridging Corporate Structure with Startup Agility
hong kong, central and western district, hong kong
Website:
velotrade.com
Employees:
31
I-Chen Lim Work Experience Details
  • Velotrade
    Finance Director
    Velotrade Apr 2022 - Present
    Hong Kong Sar
    Award-winning fintech platform providing trade finance solutions. Manages the finance and compliance functions while also spearheading investor relations and fund raising.- Oversee the Group's financial management and financial accounting- Manage investor relationships and build-up investor base- Develop dashboard metrics to monitor KPI and sales forecast- Conduct data analytics and advice management on business strategy- Review and set up internal processes for internal risk and compliance including developing policies and procedures to ensure best business practices- Initiate business process improvement to ensure efficiency and automation
  • Self-Employed
    Financial Consultant
    Self-Employed Feb 2020 - Jul 2022
    Hong Kong Sar
    Provided strategic financial advisory services, helping clients optimize operations and navigate complex financial landscapes. By developing tailored financial models and cash flow strategies, I improved clients' financial health, driving effective decision-making during restructuring and M&A activities.
  • Xcap Partners
    Vice President
    Xcap Partners Sep 2019 - Jan 2020
    Hong Kong
    Boutique financial advisory firm specializing in private equity and debt capital markets with a focus on servicing small and medium-sized enterprises
  • Tng Fintech Group
    Corporate Finance Manager
    Tng Fintech Group Apr 2019 - Aug 2019
    Hong Kong
    Led M&A initiatives and secured $5 million in funding through comprehensive due diligence and financial modeling. Collaborating with key executives, I aligned financial forecasts with business objectives, facilitated product launches, and strengthened stakeholder relationships to support business growth.
  • Cimb
    Business Manager, Investment Banking
    Cimb Jul 2017 - Mar 2019
    Hong Kong Sar
    ● Responsible for the operations of the Investment Banking division in Hong Kong● Prepared annual budget, reviewed monthly financial performance, prepared monthly updates and strategy papers for Headquarters in Malaysia ● Reviewed and negotiated contracts with vendors to optimise costs● Project manager for an IT project to migrate the entire IT system to a new entity. Reviewed costs, worked with the IT team and stakeholders, and obtained all internal approvals for the project● Responsible for Business Continuity Plan and adherence to all Compliance policies, including updating the staff handbook
  • Cimb Securities Limited
    Senior Associate - Investment Banking
    Cimb Securities Limited Aug 2013 - Mar 2019
    Hong Kong
    • Principally focused on financial advisory, M&A and IPOs in Hong Kong and Southeast Asia• Key team member providing support in both origination and execution of deals• Experienced in project management, conducting due diligence, assessing industry and market landscape and also analyzing client’s operational and business strategies• Designed financial models to value entities, forecast financial growth and define capital raising scenarios
  • Cimb Investment Bank Berhad
    Assistant Manager - Corporate Finance
    Cimb Investment Bank Berhad Sep 2009 - May 2013
    Kuala Lumpur, Malaysia
    • Successfully advised on numerous IPOs and M&A transactions. Major deals include: - US$390m privatisation of YTL Cement and US$ 470m privatisation of Bandar Raya Developments; - IPO of an ETF on Bursa Malaysia• Project coordinator for the transactions, working with all parties on deliverables and managing the project timeline • Conduct due diligence and prepared and reviewed all documentations for submission to authorities• Solid knowledge of the Malaysian Listing Rules, Takeover Code among other regulations• Perform valuation analysis and provide input from corporate finance perspective for pitch books• Previous role in CIMB include being a part of the Management Trainee Programme with rotation stints in the Investor Relations, Investment Banking Research and Preferred Banking departments
  • Marquette University
    Graduate Assistant
    Marquette University Aug 2007 - May 2009
    Milwaukee, Wisconsin
    • Coordinated the Applied Investment Management (AIM) Program for the Business School• Liaised with corporations to secure internships and career placements for the AIM students• Coordinated the AIM Advisory Board meetings, annual receptions, talks by external speakers and recruiters, and organised field trips throughout the year• Wrote and published the AIM Program’s monthly newsletter and annual reports
  • Ziegler Lotsoff Capital Management, Llc
    Summer Associate
    Ziegler Lotsoff Capital Management, Llc Jun 2008 - Aug 2008
    Chicago, Illinois
    • Evaluated the Ziegler Group’s operations and developed a database to generate various performance metrics to provide senior management with a dashboard overview of the Group’s operations • Held discussions with senior management to compile the required data and obtain feedback on the database• Documented an audit trail of the data compiled and prepared a manual for future updates to the database
  • Ram Consultancy Services Sdn Bhd
    Research Intern
    Ram Consultancy Services Sdn Bhd Jun 2007 - Aug 2007
    Kuala Lumpur, Malaysia
    • Assist with the research and writing of a recommendation paper for the Malaysian government on ways to spur and facilitate investments among the Small Medium Enterprises (SME) based on the research of other Asian countries’ investment policies and incentives• Conduct market survey to analyse investment patterns among SMEs and obtained feedback on current government policies

I-Chen Lim Education Details

Frequently Asked Questions about I-Chen Lim

What company does I-Chen Lim work for?

I-Chen Lim works for Velotrade

What is I-Chen Lim's role at the current company?

I-Chen Lim's current role is Finance Innovator | Empowering Business Decisions with Data-Driven Strategies | Bridging Corporate Structure with Startup Agility.

What schools did I-Chen Lim attend?

I-Chen Lim attended Marquette University, Marquette University, Taylor's College.

Who are I-Chen Lim's colleagues?

I-Chen Lim's colleagues are Thuy Tien, Duong Bien, Dave Ho, Alessandro Meccheri, Tiên Tiêu Thủy, Anh Le.

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