Sue Kavanagh-O'Brien Email & Phone Number

London, Gb

● Adept in Scrum/Agile Project Delivery as well as the more traditional waterfall approach● Currently working in the Data Technology team which has responsibility for Data ingestion/Data Storagy/Analytics & BI and the warehouses that contain our retail and institutional data (accounting/benchmark and security masters)● Ninety One rebrand, led the Transfer Agency and Client reporting workstreams● Oversaw the implementation of Salesforce Lightning Service Cloud● Experience in regulatory initiatives, operational improvement, documenting requirements, working with stakeholders, managing offshore resources and vendor management

London, Gb

Managing a team of 8 who were responsible for client administration and reporting for clients ex SA. During this time I also managed the book of change with our back office administrator.

London, Gb

The Project Manager and PMO Manager role includes management of projects, dashboard reporting, project / programme governance and the establishment and maintenance of accurate resource management. The project management of product, IT and business change projects through the complete lifecycle, from initiation and budgeting through to delivery, change and operational transition with benefit realisation.

London, Gb

The role was primarily to work on the redomiciliation of a fund range from Guernsey to Luxembourg, I managed the Fund Accounting and Pricing workstream. This included but was not limited to a change of pricing point, vendor management (move processing from the UK to the US and Luxembourg) and outsourcing in house processes so as to ensure that oversight remained at IAM. During this time I also assisted with the reidentification of shareholders as part of the TA workstream.

Newport Beach, California, Us

Managing a team in London and Singapore. We were tasked with ensuring that all aspects of the running of PIMCO Funds ran smoothly and that all clients both internal and external received levels of service second to none, the Mission Statement was to “Deliver excellence to our clients through responsive, high quality service, communication and teamwork”. Tasks included day to day cash management, deal processing oversight, distributor on boarding, trailer fee and rebate calculation oversight and query management.Oversight of 3rd Party Service Providers in Dublin and Luxembourg was one of my key responsibilities.

Boston, Massachusetts, Us

During my time at State Street I was fortunate to work in a number of areas of the business. Transfer Agency: responsible for a team of approx. 20, transfer agents who processed client orders and settlements. During this time we went through a system migration from Phoenix to iFAST and a number of internal restructures, from client based teams to functional teams. Financial Reporting: responsible for a team of 18, who prepared financial statements and regulatory reporting (in multiple languages) for our clients funds semi annually.

Boston, Us

Starting as an administrator, I quickly moved into a supervisory role. A transfer agency that was in its infancy led me to gain invaluable experience, most processes were quite manual at the time but this lead to a greater understanding of the nuts and bolts as I started out. Duties included placing orders, settling orders, liaison with Fund Accounting, Clearstream and Euroclear, understanding Money Laundering etc.

Diploma In International Financial Reporting Standards, Accounting

Ba, Accounting & Finance