Sam O'Sullivan Email & Phone Number

Brisbane, Queensland, Au

Fortitude Valley, Queensland, Au

Fortitude Valley, Queensland, Au

• formulated risk analysis and reports to support Aurizon’s strategic transaction committee and board investment decisions on port, rail, and infrastructure technology acquisitions.• simplified the enterprise risk management framework and appetite to promote meaningful assessment and debate in support of strategy delivery and protection of shareholder value.

Abu Dhabi, Abu Dhabi, Ae

• developed analytics for the investment committee to explain portfolio exposures and return drivers versus the market for the real estate, private equity, and infrastructure portfolios• collaborated with the Central Dealing Department to enhance the metrics used for transaction cost analysis, and to improve interactions between portfolio managers and traders

Brisbane, Queensland, Au

• managed oversight of the outsourced investment performance and compliance functions• collaborated with finance and investment teams to resolve valuation issues for illiquid financial instruments and physical assets, providing assurance for financial statements, client equity, and performance return and fee calculations• presented to institutional clients and asset consultants on QIC’s investment risk, compliance, and performance functions

Brisbane, Queensland, Au

• created, implemented, and trained investment teams on risk policies including investment valuations, investment risk, transaction risk, and financial model risk• created then regularly reported to investment teams and the Audit and Risk Committee counterparty risk exposures for 41 investment mandates across 24 counterparties including creditworthiness indicators, headroom to mandate restrictions, and counterparty Value at Risk• conducted operational due diligence on external fund managers to approve their appointment, ongoing use, and termination

• provided consulting services to Babcock and Brown Power on the development and implementation of new commercial activities, the establishment of an integrated business, and the amalgamation of the recently acquired AUD$950 million Alinta portfolio

• formed and lead the geographically dispersed Regulatory, Legal, Energy Risk, and Dispute Resolution teams during intense commercial operation and merger/de-merger activity• actively participated in the technical, functional, and cultural integration of a newly acquired, geographically dispersed AUD$103 million electricity retailing business• contributed to the Information Memorandum, management presentations, and electronic dataroom resulting in the successful sale of the commercial entities for AUD$1.2 billion• broadened the strong risk management culture fostered in the energy risk management function to the legal, regulatory and dispute resolution teams

Townsville, Qld, Au

• accountable for the calculation and reporting of market and credit risks, and profit and loss performance measures to the Board• authored and presented papers on risk assessment and developing trends in risk management to the Board subcommittee for risk management• chaired and convened the Deal Committee which reached consensus on the risk measurement, management and accounting treatment for new forms of trading• developed new risk management systems, models and methodologies across all trading portfolios with a particular focus on mark to market valuation, Value at Risk, Credit Value at Risk, and Risk Adjusted Return on Capital

Charlotte, North Carolina, Us

Delivered custom risk analysis and reporting as subject matter expert for the European Openlink Endur oil, gas, and electricity implementation.Worked in a small team to replace Endur's valuation and risk functionality using SQL, VBA, and Excel for the South American generation and gas assets.

Charlotte, North Carolina, Us

Responsible for the development and implementation of front, middle, and back office systems, functions and processes for electricity proprietary trading, generation hedging, and gas structuring portfolios.

Certificate, Energy Risk Management

Post Graduate Diploma, Applied Finance And Economics

Arts, Psychology

Economics