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I help businesses and people make sense and use of finance. Currently, I am advising multiple early-stage & growth firms on structuring and capital raising. Sample: - At-scale Japanese Whisky Distilling (Kinsui)- Social Media / Influencer Marketing (Cotebas)Non-public - contact me if you're interested:- Battery production, projects and distribution- Health &wellness management leveraging AI- Financial market analytics & trading platforms- Solar panel installation & facility energy management- Fundraising, deal assessments & angel networks- Green energy, weather forecasting and derivatives marketMy work prior includes helping private banks implement new analytics platforms for over US$300 billion in total portfolio value with End-to-End connectivity. I've also built a credit & lending analytics framework from client sales to system booking - thereby cutting regulatory risk capital by US$2 billion, and developing a structured products and derivatives portfolio framework for one of the world's biggest wealth managers. Separately, I have also worked with private equity firms in building FX & fixed income hedging frameworks for longer-term portfolio company borrowing and cut costs with their banks by over 30% for project financing costs.Work Expertise:- Portfolio Risk Analytics & Platforms, including Robo-Advisory- Structured Products & Derivatives Trading Enablement- Lombard- & Portfolio-Based Lending, including Securities-Based Lending & Prime Brokerage- Wealth Management Advisory from Mass-Affluent to UHNWI segments- Corporate Financial Planning & Advisory- Corporate Financial Risk Mitigation such as FX hedging.
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ConsultantAisot TechnologiesHong Kong -
Finance LeadKinsui Whisky Sep 2023 - PresentSapporo, Hokkaido, JapanWhisky distilling has awful startup cash flows. It's my job to fix that for Kinsui.Leading corporate FP&A, financial modeling & forecasting, product pricing, and alternate / early cash flow generation for Kinsui Whisky. Our goal is to produce Japanese whisky barrels at scale and create a much more accessible product. -
Venture Advisor - Finance & OperationsCotebas Group Sep 2023 - PresentKuala Lumpur, Federal Territory Of Kuala Lumpur, MalaysiaAdvising Cotebas Group and it's portfolio of initiatives across finance and operations, including capital structure, financial analysis, and operating metrics.Cotebas Group focuses on (influencer) marketing, digital audience engagement and strategy covering marketing, sales, and operations.https://www.cotebasinteractive.io/ -
WriterShinzui No Zo (神水の倉) Aug 2020 - PresentHong Kong, Hong Kong SarBlog on investing in Asian spirits, exploring their value as an alternative investment and what they will teach me in areas such as investment management, personal development and content creation. Available at https://www.shinzuinozo.com/
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ManagerKpmg China Jan 2022 - Aug 2023Hong Kong, Hong Kong SarManager in the Strategy & Operations team of KPMG Advisory in Hong Kong, focusing on Wealth & Asset Management initiatives and clients.Project manager for large international banks, asset managers and insurance companies; on topics including: - Risk-Based Capital (RBC) regulations and capital booking advisory - Operating Models and Process Optimization & Digitaliziation opportunities - Structured Products structuring, risk classification, and pricing - Corporate banking sales digitalization & process optimizationAdditionally I represented KPMG in the Private Wealth Manager's Association (PWMA) Fintech Committee. -
DirectorSynpulse Management Consulting Jan 2021 - Dec 2021Hong KongSynpulse is an international management consulting company and valued partner of many of the world’s largest financial services providers. Since 1996, Synpulse has been supporting banks and insurers along the entire value chain; from the development of strategies and their operative realization, to technical implementation and hand-over.In my role at Synpulse I helped banks and investment managers analyze their product offerings better - from deep risk analytics frameworks including variance and tail risk across the product portfolio, to credit and margin offerings. In the role I drove efforts from framework design to business process implementation in order to service the world's most complex personal investment portfolios.Areas of responsibility at Synpulse: - Lead for the Investment Lending & Credit practice in Asia - Lead for Taiwan market entry. - Asset Management industry lead in Hong Kong.Projects included supporting an upgrade of credit systems in a bank, enabling said bank to offer credit functions on their digital client investment platform. I also led the data and risk analytics work on a large analytics platform integration for a private bank front office systems upgrade, and advised multiple private banks on front office systems implementation and core banking platform change for securities and derivatives End-to-End Processing. -
Senior ConsultantSynpulse Management Consulting Jan 2019 - Dec 2020Senior Consultant at Synpulse Management Consulting. Key achievements:- Created the Credit & Investment Lending Service in APAC, leading a team of 5 across Singapore & Hong Kong.- Driving Risk Analytics for Banking, supporting Advisory Mandate and Discretionary Portfolio implementations across Synpulse's clients in Hong Kong.- Taiwan Entry Assessment Lead for potential new opportunities in Taiwanese Wealth Management.- Led co-operation betweren a global data and analytics platform and Synpulse. -
ConsultantSynpulse Management Consulting Jul 2017 - Dec 2018Hong KongInitially at Synpulse, I was heavily involved in developing robo-advisory offerings as well as core banking implementation projects. This role offered me work experience from Thailand, Singapore and Hong Kong, where I was actively involved in developing digital wealth management solutions for mass affluent clients, and assessing the systems and business processes needed to offer products to Asia's UHNWI clients.Projects included designing a robo-advisory solution for a Southeast Asian bank for the entire client journey, and performing end-to-end business process mapping of securities and derivatives trading on a core banking platform implementation project for a large Southeast Asian private bank. -
Analyst - Data Analytics & ModellingViral Access Apr 2019 - Jan 2020Hong KongAnalyst supporting Viral Access's data models, usage and broader needs for building analytical frameworks with multivariate and fuzzy data. I covered topics from data extraction and SNS engagement model builds to data processes needed to support sales and finance activities. -
Chief Financial OfficerKuchi Inc. Jan 2016 - Jun 2016Taipei City, TaiwanKuchi Inc. is a Taiwanese startup developing a platform for automating and personalizing financial advise.My role was to drive international growth, represent the company to international investors and partners, manage the company's finances and capital raising, as well as contributing to product development (quantitative finance products and strategic portfolios for HNWI and margin trading offerings delivered in partnership with banks) and branding. I successfully led the project to bring Kuchi into the Startupbootcamp Fintech accelerator as one of the top 10 companies from over 350 applications and secure S$25,000 in seed funding. -
Business Development & Fundraising ManagerEsobi Inc. Jun 2015 - Nov 2015Taipei City, TaiwaneSobi is a Taiwanese company which has delivered content aggregation services since 2005. eSobi's apps - newsXpresso & Dailyaha - are localized for 22 global regions and provide cloud-powered news aggregation, summarization and personalization solutions on platforms from PCs to smartwatches. eSobi is also part of Websurfia Group, which specializes in Greater China e-Commerce, electronic consumer banking and financial transactions.Responsibilities included:- Finding content partnerships for the eSobi Cloud news service.- Managing- and creating investor relationships during eSobi's fundraising stages.- Representing eSobi at startup events such as the MOSA 2015 Conference.- Assisting Websurf Technology in cross-border business development for e-C & B2B2C activities.- Managing inter-group business development initiatives for Websurfia Group. -
Regional Content Editor - SwedenEsobi Inc. Sep 2013 - Nov 2014Taiwan Marketed eSobi's applications to a Swedish audience, and translated/copy wrote content. Cooperated with other English-speaking editors for similar tasks in regions using the English language. Assisted on the Swedish content for a major database merger project in quality-testing sources across two databases and 15 categories of content for merging and data consolidation. -
Teaching & Administrative AssistantChinese Culture University Sep 2012 - Jan 2014Yangmingshan, Shilin District, Taipei Teaching assistant for International Marketing Management, which involved arranging company visits and handling classroom-, homework distribution/collection- and e-portal tasks. I prepared and held a seminar on cultural shock and issues related to outbound exchange. I translated university materials to Swedish and marketed the university to Swedish prospective students, as well as promoted Swedish culture in a cross-university cooperation project.
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Frequently Asked Questions about Tim Alvner
What company does Tim Alvner work for?
Tim Alvner works for Aisot Technologies
What is Tim Alvner's role at the current company?
Tim Alvner's current role is Consultant.
What is Tim Alvner's email address?
Tim Alvner's email address is ti****@****lse.com
What is Tim Alvner's direct phone number?
Tim Alvner's direct phone number is +852687*****
What schools did Tim Alvner attend?
Tim Alvner attended The Hong Kong University Of Science And Technology, Chinese Culture University.
What are some of Tim Alvner's interests?
Tim Alvner has interest in Economic Empowerment, Politics, Education, Environment, Science And Technology, Animal Welfare, Health.
What skills is Tim Alvner known for?
Tim Alvner has skills like Financial Analysis, Mandarin, Entrepreneurship, Business Development, Financial Modeling, Market Research, Microsoft Word, Finance, English, Chinese, Data Analysis, Economics.
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