Scott Sullivan, Frm Email & Phone Number

Boston, Ma, Us

Greater Boston Area

Boston

• Served as the technology lead for the Performance Measurement, Attribution and Risk (PMAR) Value Stream, which was part of a $250 million Global Optimization (GO) Program. The efforts included architecting the integration of Standard Life LDI platform to Manulife.• Partnered with the Multi Asset Allocation Strategy team to replace a custom-built trading order management and rebalancing system. Achieved cost savings that fueled further strategic initiatives across the firm to consolidate Trade Order Management systems, CRD, Bloomberg AIM and Fidessa• Successfully implemented SS&C Sylvan, integrating it with critical investment tools such as Bloomberg AIM, FactSet, Adenza and SimCorp Dimension.

Greater Boston Area

• Managed the software implementation for Summit FT and data integration with Calypso and Bloomberg Swap Execution Facility (SEF). • Led the implementation of Tri-Party/GCF Repo and Collateral Monitoring Systems, improving operational efficiency.• Conducted database analysis and reverse-engineered functions as part of the Legal Entity Identifier (LEI) initiative.• Developed workflow analysis and business requirements documentation for the migration from Bloomberg AIM to Fidessa Sentinel compliance systems.

Greater Boston Area

• The lead Sr. Business Analyst supporting the Structured Products, High Yield, Derivatives and Bank Loan teams• Documented workflows and business requirements for the implementation of Black Mountain Systems (Allvue Private Debt) for bank loan and structured credit trading.• Managed software upgrades for the Perform, CreditScope, and Smart Municipal Bond applications, with a focus on fixed income attribution and AIMR-GIPS compliance.

Greater Boston Area

• Led the project lifecycle for large-scale systems, managing teams and conducting design workshops to deliver complex solutions for investment management, hedge fund and energy trading clients.• Developed trading applications for a range of asset classes, including ABS, CLO, RMBS, distressed debt, and OTC derivatives.• Monitoring, analyzing, and reporting risk for banking book assets including FX, equity, CDS, and commodities across cash and derivative markets. VaR, stress testing, scenario analysis, and attribution. Subject matter advisor for financial and risk governance, measurements, intelligence, and analytics including direct-indirect exposures, trading-banking book, retail, counterparty, ALM, liquidity-funding, and operational risk.

Greater Boston Area

• Implemented AIMR-GIPS-compliant performance attribution systems using InvestTools Perform, Yieldbook, and Barclays Point.• Managed a team of analysts to create models for fixed income trading, providing key insights to senior management.• Analyzed fixed income funds for major institutional clients including enhanced cash management to credit portfolios consisting of MBS, ABS, and CDO’s. • Directed the development of a market risk systems for stress testing and VaR analyses. Portfolio Attribution, Tracking Error and Active Beta Return, Beta

Greater Boston Area

• Led the implementation of BancWare ALM software (now FIS Balance Sheet Manager), ensuring timely delivery of high-quality pricing, hedging, and risk analysis features.• Advised multinational banks on structured and unstructured credit and derivatives strategies. Financial-engineering transaction structures and quantifying asset and liability management framework. • Scenario analysis and stress testing to measure market value and earnings sensitivity to changes in interest rates and foreign exchange rates. • Use of historical, parametric and stochastic processes to calculate Value at Risk and Earnings at Risk. Basel II product suite resulting in a comprehensive application that met the requirements of many international financial institutions.

Greater Boston Area

Sales Trading for middle market fixed income asset managers

Greater Boston Area

Responsible for research and statistical analysis on IPO, Venture Capital, Corporate Finance, Private Equity, Capital Market and M&A activity.

Ba, Economics

Activities and Societies: Ice Hockey

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