Ian Lee
Finance Content Strategist

Ian Lee

Fintech content strategist with an investment banking background.
Work with Ian Work with a Finance Content Strategist

About

Ian is a fintech writer with over 5 years of experience producing content in diverse formats, from straightforward articles and social media, to thematic whitepapers, thought leadership, market commentaries, analysis pieces, landing pages, and other marketing collateral.He writes for a wide variety of audiences, ranging from institutional investors, B2B companies, and C-Suite executives, to laymen with basic financial literacy. As such, his end-clients have ranged from some of the world’s largest asset managers and banks to fintech, blockchain, crypto companies, and more.

Employment

2 roles
Jul 2016 - Present 9 years 10 months
Content Creator
Independent
  • CopyLab, one of the world’s premier investment writing agencies. Have created market reports, sector analyses, and whitepapers for them with end clients including some of the world’s largest asset managers.
  • CSTMR, a US-based digital marketing agency for financial services and fintech companies.
  • IMMedia, one of Singapore’s foremost content marketing agencies. Wrote content on behalf of one of the world’s largest banks.
  • Quietly Media Inc. a Canadian-based full-service content marketing agency. Wrote content for smaller regional banks and other financial services companies.
  • Native Ads Inc. a Canadian-based digital marketing agency. Wrote landing pages for companies promoting their stock on the venture board on the Canadian stock exchange.


Oct 2010 - Jun 2016 5 years 8 months
Senior Credit Analyst
CIMB Investment Bank
  • Reviewed credit lines totalling over USD400 million for the bank.
  • Conducted research and gave performance reports on a regular basis.
  • Performed regular deep dive analyses on the credit standing of various corporations that the bank was considering to extend financial facilities.
  • Read and interpreted financial statements to analyze a company's financial condition while combining external research about the company.
  • Compiled analyses in the form of credit papers to be presented before the bank's credit committee for approval and thus had to present the analysis in a clear narrative while also adhering to rigorous standards.
  • Performed detailed scenario testing for the said portfolio on a regular basis as part of regulatory requirements.

Education

Aug 2006 - May 2010 3 years 9 months
Bachelor of Business Administration, Finance
University of Texas Austin

Portfolio

40 items