Senior Analyst, Operations

Karen Lin

Karen is a member of Northwood’s operations team, where she supports client service by preparing quarterly financial reports, managing client data and compliance processes, and handling ad hoc tax, accounting, and reporting requests.

CONTACT

Prior to joining Northwood, she worked in wealth management and fund administration, where she developed strong experience in middle-office functions, portfolio reconciliation, and investment reporting. Her professional interests include streamlining workflows and ensuring accuracy in financial reporting. Karen holds a Master of Finance and has completed CFA Level I.

Outside of work, Karen enjoys traveling, discovering new cafés, and exploring different neighborhoods in Toronto.

Designations

Education

Master of Finance, Saint Mary’s University

In the Industry Since

2021

At Northwood Since

2025

Awards