Xu Lin

Led design and delivery of fund accounting & custody operational solutions on the Kirin platform for top trustee clients, covering equity, fixed income, and pooled fund products. Owned end-to-end workflow design for large-scale fund migration projects, optimizing processing efficiency and reducing manual operations. Authored comprehensive Business Requirements Documents (BRDs) for forward transaction booking, automated valuation reporting, corporate actions processing, and RPA automation to enhance product competitiveness.

Senior BA at Chinasoft International - Financial Business Group (2023-12 – Present)

• Led design and delivery of fund accounting & custody operational solutions on the Kirin platform for top trustee clients, covering equity, fixed income, and pooled fund products.
• Owned end-to-end workflow design for large-scale fund migration projects, optimizing processing efficiency and reducing manual operations.
• Authored comprehensive Business Requirements Documents (BRDs) for forward transaction booking, automated valuation reporting, corporate actions processing, and RPA automation to enhance product competitiveness.
• Conducted market and client demand analysis to support product innovation roadmap and solution enhancement.

Senior Manager at Cedar International Trust - Trust Custody Accounting (2021-01 – 2023-12)

• Led the initiation and planning of a trust fund migration project to the Hundsun system, analyzing and defining core accounting ledger posting rules
• Engineered and validated fee calculation and income distribution models for private equity trust products; collaborated with IT to automate logic within the Hundsun platform
• Conducted competitor and market research to identify product gaps and drive product differentiation for custody services.
• Managed client issues, operational procedures, and cross-team coordination to ensure high-quality custody service delivery.

Senior FA/BA at Standard Chartered Bank - Fund Services (2017-06 – 2021-01)

• Partnered with regulatory bodies to define requirements and deliver automation projects for compliance monitoring (e.g., underlying assets, investment restrictions, data interfaces)
• Analyzed and translated IFRS 9 requirements into functional specifications for asset reclassification modules within the MultiFonds (MF) system
• Designed and implemented a critical post-trade compliance rule in the CRIMS system to monitor and alert on risk exposure for forward and future hedging portfolios, ensuring all positions remained within strict regulatory limits
• Managed the end-to-end migration of over 300 China QDII funds from the MultiFonds platform to YSS Golden Finger, ensuring data integrity and operational continuity
• Served as single point of contact (SPOC) between China/Hong Kong business and global tech teams, driving alignment on product and service delivery.

Senior Business Analyst at HSBC Securities Services - Change Management & Delivery (2016-02 – 2017-05)

• Delivered product enhancements for MultiFonds fund accounting system, supporting custody product lifecycle management.
• Delivered new version of MultiFonds workbook revamp program, applied more than 25 change items
• Applied cash product change testing, including negative interest for Repo & Reverse Repo and loader file analysis for Repo trades
• Conducted cash product, repo, and compliance testing, ensuring product stability and regulatory compliance.
• Negotiated with different stakeholders and transferred the business requirement through BRD drafting

Fund Accountant at HSBC Securities Services – Accounting & Valuation (2015-01 – 2016-02)

• Participated in system migration User Acceptance Test, for new client on board
• Maintained accounts and fee calculation for funds
• Checked the relevant compliance for funds and delivered to clients timely

MSc in Finance, Investment & Risk – UNIVERSITY OF KENT (2013-09 – 2014-11)

BBA in Applied Economics – Hong Kong Baptist University (2009-09 – 2013-07)