Summary
Overview
Work History
Education
Timeline
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Wilson Liu

Toronto,ON

Summary

Investment operations leader with extensive experience in investment book of record (IBOR) platforms, investment data governance, and system integration. Proven expertise in financial platform customization, operational risk mitigation, and stakeholder management. Strong leadership and problem-solving skills, with experience managing cross-functional teams in Finance, Investments Operations, Data, Risk, and Compliance.

Overview

16
16
years of professional experience

Work History

Manager, Portfolio Servicing Platform

OMERS
05.2023 - Current
  • Designed and implemented solutions for investment operations, focusing on Calypso, CRD, Eagle Pace, and Frontier
  • Led the introduction of ETD VM and IM settlements, Portfolio Swaps, Performance Swaps, and various OTC products
  • Developed customized solutions to overcome system limitations and improve IBOR platform efficiency
  • Engineered data reconciliation processes to align trading, investing, and accounting records
  • Spearheaded major system enhancements, including cleared swap VM solutions, Cross Currency CFD, LIBOR transition, and SMF reporting improvements
  • Introduced strategy-level income reporting methods to optimize investment performance tracking
  • Managed migration from legacy PMIS to Calypso, ensuring data integrity through parallel processes

Senior Business Analyst

OMERS
02.2018 - 05.2023
  • Led initiatives to enhance system integration for trading, risk, and accounting platforms
  • Defined business requirements and collaborated with stakeholders to develop scalable solutions
  • Automated reconciliation and validation processes for improved data accuracy and reporting efficiency
  • Provided technical expertise in SQL, XML, Excel Macros, and Pivot Tables to support data analysis and integration

Business Analyst

OMERS
12.2015 - 01.2018
  • Acted as a bridge between business units and technology teams to drive platform enhancements
  • Conducted requirement gathering, system testing, and validation for financial data processes

Senior Administrator, Alternative Investments

OMERS
01.2014 - 12.2015
  • Managed daily processes for Exchange Traded Derivatives and reconciliations for initial margin, cash settlements, portfolio holdings, and P&L

Senior P&L Analyst

Citco Canada Inc.
11.2010 - 12.2013
  • Improved OTC confirmation processes and achieved high confirmation rates for complex portfolios

Senior Staff Accountant

Gary Booth Chartered Accountant
01.2009 - 11.2010
  • Led audit and review engagements, ensuring compliance with financial reporting standards

Education

University of Toronto
Toronto

Timeline

Manager, Portfolio Servicing Platform

OMERS
05.2023 - Current

Senior Business Analyst

OMERS
02.2018 - 05.2023

Business Analyst

OMERS
12.2015 - 01.2018

Senior Administrator, Alternative Investments

OMERS
01.2014 - 12.2015

Senior P&L Analyst

Citco Canada Inc.
11.2010 - 12.2013

Senior Staff Accountant

Gary Booth Chartered Accountant
01.2009 - 11.2010

University of Toronto

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Wilson Liu