Wincheng Lin
Vice President - Client Reporting at Cohen & Steers | New York, New York, United States
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Wincheng Lin serves as Vice President of Client Reporting at Cohen & Steers, where he leverages over a decade of experience in the asset management industry to drive excellence in client communications and reporting processes. In his current role, Wincheng manages a dedicated team responsible for the lifecycle of a comprehensive suite of reports, including standard investment reports, factsheets, marketing materials, and custom reports tailored to meet the unique needs of clients. His expertise in account reconciliation, corporate actions, and proxy voting ensures that all reporting is not only accurate but also aligned with regulatory requirements and client expectations.
Wincheng is particularly adept at leading the onboarding of new accounts and the Investment Management Agreement (IMA) review process, where he meticulously ensures that both standard and custom reports adhere to client specifications and timelines. His collaborative approach involves working closely with Relationship Management, Sales, Marketing, and IT teams to coordinate timely and effective reporting solutions for a diverse client base. This cross-functional collaboration is vital in optimizing processes and controls, enhancing operational efficiency, and ultimately delivering exceptional client service.
As a self-starter and results-driven leader, Wincheng has a proven track record of developing and executing strategic objectives that drive process improvement and innovation. His proficiency with industry-leading tools such as SimCorp Dimension, ISS, Cadis, and Fiserv further underscores his capability to enhance reporting accuracy and efficiency. Wincheng Lin is not just a leader; he is a relationship-builder who understands the importance of fostering strong client connections through transparent and insightful reporting.
Vice President - Client Reporting at Cohen & Steers in July 2019 to Present
Vice President - Institutional Separate Accounts Operations at Cohen & Steers in January 2017 to June 2019
Manager - Institutional Separate Accounts Operations at Cohen & Steers in January 2012 to December 2016
Senior Portfolio Administrator - Institutional Separate Accounts Operations at Cohen & Steers in May 2006 to December 2011
Portfolio Administrator at AIG in September 2002 to April 2006
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Account Reconciliation
Proxy Voting
Pricing
Corporate Actions
Microsoft Office
Microsoft Excel
Finance
Process Improvement
Team Leadership
Microsoft Word
Operations Management
Time Management
Training
Management
Bloomberg
Eze Castle
SimCorp Dimension
ISS
Cadis
Fiserv
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Discover more about Cohen & SteersWhat is Wincheng Lin email address?
Email Wincheng Lin at [email protected] and [email protected]. This email is the most updated Wincheng Lin email found in 2026.
What is Wincheng Lin phone number?
Wincheng Lin phone number is +19178485096 and +17163775868.
How to contact Wincheng Lin?
To contact Wincheng Lin send an email to [email protected] or [email protected]. If you want to call Wincheng Lin try calling on +19178485096 and +17163775868. (updated on October 29, 2024)
What is Wincheng Lin net worth?
Wincheng Lin has an estimated net worth of $750,000 to $999,999
What company does Wincheng Lin work for?
Wincheng Lin works for Cohen & Steers
What is Wincheng Lin's role at Cohen & Steers?
Wincheng Lin is Vice President - Client Reporting
What industry does Wincheng Lin work in?
Wincheng Lin works in the Financial Services industry.
Wincheng Lin Email Addresses
Wincheng Lin Phone Numbers
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