Winnie Yan

Investment Operations Analyst at CareSuper

Winnie Yan, CPA, is an experienced finance professional currently serving as an Investment Operations Analyst at CareSuper since May 2023, where responsibilities include onboarding new investments, conducting risk assessments, and managing liquidity. Prior roles include Fund Operations Analyst at Aware Super, focusing on daily unit price reviews and stakeholder liaison, and Fund Accounting/Investment Operation Analyst at TWUSUPER, which involved compliance and fund accounting tasks. Winnie also has experience as a CPA Tutor at H&H Enlightenment, Tax Accountant at New Elite Victoria Pty Ltd, Business Development Assistant at CHATSIFIEDS.COM, and External Auditor at Huasui Accounting Firm. Educational qualifications include a Master's degree in Management (Accounting) from the University of Melbourne and a Bachelor's degree in Economics (Finance) from Jinan University, with ongoing studies at Victoria University.

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