Kyle Lin
TORONTO,ON
Summary
Accomplished senior leader with a strong track record in driving operational excellence and leading key projects and initiatives across investment operation functions.
Overview
26
26
years of professional experience
Work History
Senior Manager, Portfolio Operations - Public
Ontario Teacher' Pension Plan
Toronto, ON
08.2022 - Current
- Drive operational changes to increase efficiency, lower expenses, and add value to Portfolio Management teams.
- Lead asset servicing, PnL reasonability, and investment accounting teams across public securities.
- Led the transformation of Derivative Operations from a product-based state to a functionalized state.
Senior Manager, Derivative Operations
Ontario Teachers' Pension Plan
Toronto, Ontario
03.2015 - 08.2022
- Oversaw post-trade lifecycle activities across Derivative positions
- Led cross-departmental projects, including rate reform, confirmation matching implementation, and derivatives valuation strategy.
Manager, Fixed Income Derivatives
Ontario Teachers' Pension Plan
Toronto, ON
01.2009 - 03.2015
- Oversaw post-trade activities for Fixed Income Derivatives
- Led cross-functional project team that delivered central clearing capabilities
AVP, FICC Middle Office
Merrill Lynch Canada
Toronto, ON
09.2006 - 01.2009
Senior Team Lead, Product Control Office
Bank of Montreal
Toronto, ON
03.2003 - 09.2006
Senior Derivatives Accountant
Ontario Municipal Employees Retirement System
Toronto, Ontario
06.2000 - 03.2003
Senior Investment Accountant
State Street Bank and Trust
Toronto, ON
07.1998 - 06.2000
Education
Bachelor of Science - Economics
University of Toronto
Toronto, ON06-1998
Skills
- Driving Operational Excellence
- Cross-Functional Collaboration
- Talent Development
- Capital Markets Expert
- Project Planning
- Project Sponsorship and Delivery
- Vendor Management
Timeline
Senior Manager, Portfolio Operations - Public
Ontario Teacher' Pension Plan
08.2022 - Current
Senior Manager, Derivative Operations
Ontario Teachers' Pension Plan
03.2015 - 08.2022
Manager, Fixed Income Derivatives
Ontario Teachers' Pension Plan
01.2009 - 03.2015
AVP, FICC Middle Office
Merrill Lynch Canada
09.2006 - 01.2009
Senior Team Lead, Product Control Office
Bank of Montreal
03.2003 - 09.2006
Senior Derivatives Accountant
Ontario Municipal Employees Retirement System
06.2000 - 03.2003
Senior Investment Accountant
State Street Bank and Trust
07.1998 - 06.2000
Bachelor of Science - Economics
University of Toronto
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