Xin Yi Lim, CFA

Senior Investment Manager at St. James's Place – Asia & Middle East
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG

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Bio

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Credentials

  • Chartered Financial Analyst® (CFA) Charterholder
    CFA Institute
    Aug, 2022
    - Nov, 2024
  • Excel Data Visualization: Mastering 20+ Charts and Graphs
    LinkedIn
    Oct, 2020
    - Nov, 2024
  • Data Visualization for Data Analysis and Analytics
    LinkedIn
    Aug, 2020
    - Nov, 2024
  • Bloomberg Market Concepts
    Bloomberg LP
    Jul, 2020
    - Nov, 2024
  • CMFAS Module 3 - Rules & Regulations for Fund Management
    IBFSG - The Institute of Banking & Finance Singapore
  • CMFAS Module 5 - Rules and Regulations for Financial Advisory Services
    Singapore College Of Insurance
  • CMFAS Module 6 - Securities Products & Analysis
    IBFSG - The Institute of Banking & Finance Singapore
  • CMFAS Module 6A - Securities & Futures Product Knowledge
    IBFSG - The Institute of Banking & Finance Singapore
  • CMFAS Module 8 - Collective Investment Schemes
    Singapore College of Insurance Ltd
  • CMFAS Module 8A - Collective Investment Schemes II
    Singapore College of Insurance Ltd
  • CMFAS Module 9 - Life Insurance and Investment-Linked Policies
    Singapore College of Insurance Ltd
  • CMFAS Module 9A - Life Insurance and Investment-Linked Policies II
    Singapore College of Insurance Ltd
  • Health Insurance
    Singapore College of Insurance Ltd

Experience

  • St. James's Place – Asia & Middle East
    • Singapore
    • Financial Services
    • 300 - 400 Employee
    • Senior Investment Manager
      • Jan 2023 - Present

    • Investment Manager
      • Jan 2022 - Jan 2023

    • Investment Analyst
      • Oct 2020 - Jan 2022

    • Management Associate
      • Sep 2018 - Sep 2020

  • OCBC
    • Singapore
    • Banking
    • 700 & Above Employee
    • FRANKpreneur, Intern at Business Transformation, Process Excellence Team
      • May 2017 - Nov 2017

  • KPMG
    • Canada
    • Accounting
    • 700 & Above Employee
    • Management Intern in Tax Planning and Compliance Team
      • May 2016 - Jul 2016

Education

  • Nanyang Business School
    Double Degree in Accountancy and Business
    2014 - 2018
  • Hwa Chong Institution
    2012 - 2013
  • Nanyang Girls' High School
    2008 - 2011

Community

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