DANNY LIM

Sales Leadership with 26 years’ experience in Asia Pacific capital market solution sales. Culturally attuned to the different local business practices in Asia Pacific.

Domain expertise inMarket Data, Buy-side and Sell-side Order Management Systems, Investment Accounting, Enterprise Data Management, Performance Measurement & Attribution, Middle Office Outsourcing, Fund Accounting, Transfer Agency, Private Debt and Private Equity Solutions.

P&L Management, forecast reporting and GTM execution. services processes.

• TEMENOS MULTIFONDS 2016–2021 Fund accounting and Transfer Agency solutions for:
• China Construction Bank, Asia
• China Merchant Bank, HK
• Wing Lung Bank, HK
• Standard Chartered Bank, Partnership Accounting
• CIMB Niaga, Indonesia
• Maybank Securities Services, Malaysia
• Kiatnakin Bank Securities Services, Thailand
• ICICI Bank Custody Services, India
• HDFC Bank Custody Services, India
• State Bank of India, India
• VITEOS FUND SERVICES 2014–2016 SeaTown International (a subsidiary of Temasek) was seeking product expertise in Advent Geneva software. The engagement extended to include operations outsourcing of complex alternatives.
• A US based Alternative Hedge Funds with AUM USD$2B successfully outsourced in-house operations to an outsource service model for middle and back-office functions.
• EAGLE INVESTMENT SYSTEMS 2010–2014 Great Eastern Life, SG desired an enterprise data management solution to consolidate exposure and positions of their subsidiaries and external asset managers for a more proactive enterprise risk management view.
• Lion Global Investors, SG desired a Performance System to track risk return trade off as well as benchmark performance of their fund managers.
• Commonwealth Bank of Australia Asset Management (CFSGAM) desired a data management solution providing a single enterprise view of exposure to international markets. As a result of having organized the data into proper data elements, the client is able to leverage the data quickly for both internal and external consumption as well as establish a proper process surrounding regulatory reporting.
• China Investment Corporation (CIC) desired an enterprise data management (EDM) to be the heart of their entire operations process. Every single investment software within the organization will output data into the EDM and consume data only from the EDM. As a result of realigning the operations process, the client undertook a revamp in how the enterprise operations is structured to better support the new process. The outcome is better data governance in operations that led to a data centric investment decision making process.
• One of the largest asset managers in Asia headquartered in Tokyo desired to have a single source of truth consolidating exposure data from their multiple custodians and sub-custodians.
• PORTIA 2009–2010 The Asia operations of RBC Wealth Management desired to have a streamlined Portfolio Accounting platform that is integrated to their incumbent system in Canada. PORTIA institutionalized a process for their portfolio accounting improving overall investment visibility in overall investment exposure.
• AM Bank, Malaysia desired a portfolio accounting platform to support internal and external reporting requirements.
• NTUC Income desired an investment accounting solution to better support their investment management IBOR (investment book of records). The solution brought multiple asset classes together in a single platform and established proper workflow around building an ABOR (accounting book of record). The ABOR is then used as the basis for the intraday IBOR.