Annie Lin

Manager, Investment Finance at CBRE Investment Management

Annie Lin, CPA, has diverse work experience in the financial and investment industry. Annie started their career in 2015 as a Fund Accountant at SGGG Fund Services Inc., where they demonstrated their expertise in financial management and accounting. After gaining experience as a Fund Accountant, Annie advanced to the role of Senior Fund Accountant, showcasing their ability to handle complex financial tasks.

In 2017, Annie joined CBRE Investment Management Private Infrastructure and further expanded their skill set. Annie began as a Financial Analyst, where they contributed to financial analysis and reporting. Their dedication and aptitude led to a promotion to Senior Financial Analyst, where they took on additional responsibilities in financial planning and analysis.

Currently, Annie holds the position of Manager, Investment Finance at CBRE Investment Management Private Infrastructure. Their role focuses on overseeing investment finance activities and ensuring accurate financial reporting.

Overall, Annie Lin, CPA, has demonstrated a strong track record of success in financial and investment roles, utilizing their expertise in financial management and accounting to drive results.

Annie Lin, CPA, obtained their Bachelor of Commerce (B.Com.) degree in Accounting from the University of Toronto - Rotman School of Management, where they attended from 2010 to 2014. Annie further enhanced their qualifications by obtaining the Certified Public Accountant (CPA) certification from the Chartered Professional Accountants of Canada (CPA Canada) in October 2018. Additionally, they successfully passed Level 1 of the CFA Program in June 2018, earning their certificate from the CFA Program.

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Timeline

  • Manager, Investment Finance

    January, 2021 - present

  • Senior Financial Analyst

    January, 2019

  • Financial Analyst

    September, 2017