I am a Senior Business Analyst and Operations Manager (Associate Director) with with strong understanding of end-to-end funds management including fund administration, operations including middle office and trade support, registry, custodians and other third-party providers/ vendors and the taxation and regulatory landscape in which the business operates. Having worked with a well recognised institution through its growth from boutique style unlisted organisation to the iconic brand we see I appreciate the agility and problem solving skills and dynamic approach required to expand and develop an organisation.I have both transformations and operations expertise across funds management operations, custody and banking & financial services including fund and superannuation administration and ASIC Derivative Transaction Reporting and 2024 Re-write. I am strong leader with demonstrated success in building and leading a high-performance team through multiple and significant organisational, operating model and technological transformations displaying strong communication skills, agility and resilience in a dynamic environment including platform implementation eg Aladdin, Dimension, Hiportfolio, TLM, Intellimatch.My strengths include expertise in leadership, transformations, transitions, change management, change implementation, testing ,business requirements gathering and documentation, framework development, stakeholder engagement and stakeholder management, workshopping and collaborating with business and tech teams to develop best solutions for stakeholders, communication & status reporting, test stream management, implementation/cutover over management and change management.
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Senior Business AnalystOther Oct 2021 - Nov 2023SydneyBusiness Analyst managing successful implementation of ASIC derivative transaction reporting and ASIC 2024 re-write gap analysis demonstrating agility, problem solving skills, strong leadership and management skills, requirements gathering and documentation, managing RAID log to prioritise issue resolution, testing coordination, stakeholder engagement and management, workshop facilitation, framework development, change management and cutover activity management.Stream lead and management of outsourcing of fund admin services to 3rd party provider to create scale for the business and enable implementation of operating model. Stream lead and change manager across mutiple platform migrations eg. TLM, Intellimatch, Hiportfolio, Dimension and Aladdin to reduce risk and improve efficiency.Business Analyst support onboarding of new acquisitions onboarding eg Aladdin, TLM to streamlin align to operating model ating attention to detail, agility in fast paced high stakes projects.
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Associate Director- OperationsN/A Jan 2012 - Oct 2021Sydney, New South Wales, AustraliaI have a proven track record as a strong and successful hands-on leader in Operations leading a high-performance stable and engaged team through significant operational and technological changes in the business including platform migration and outsourcing to external providers. My role included risk management and identification of opportunities in efficiency and risk management in a daily tight deadline driven environment including, PEGA workflow platform implementation, development of MARS reconciliation tool and working with vendor for Aladdin based solution for reconciliations output report. I acted as a key contact for controls liaison with auditors including GS007 audits.Strong experience in Aladdin, TLM, Intellimatch, Hiportfolio and Dimension.
Sue K. Education Details
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Economics -
Law (Honours)
Frequently Asked Questions about Sue K.
What is Sue K.'s role at the current company?
Sue K.'s current role is Senior Business Analyst and Operations Manager (Banking and Financial Services).
What schools did Sue K. attend?
Sue K. attended Macquarie University, Western Sydney University.
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