Kevin Bulger
Dublin,Ireland
Summary
Managing Director with 25 years of experience in asset management in front, middle, and back office operations. Demonstrated ability to lead large, global, cross-functional teams and ensure compliance in complex regulatory environments. Skilled in process enhancement and risk mitigation across various jurisdictions, driving organizational success. Committed to delivering high-quality service, and achieving both business and regulatory objectives. Effective people leader with deep experience in building and managing high-performance operations teams.
Overview
27
27
years of professional experience
Work History
Managing Director, Client Delivery Manager
State Street Bank
Dublin, Ireland
07.2023 - Current
- Responsible for service delivery for outsourced investment operations for a large global asset manager.
- Developed and maintained strong relationships with client operations, effectively addressing their needs and concerns, and ensuring high levels of satisfaction.
- Fostered strategic relationships with brokers, custodian banks, and affiliate service providers, ensuring compliance with regulatory standards.
- Implemented and monitored key performance indicators (KPIs) to track service delivery and identify areas for improvement.
- Managed the implementation of the U.S. T+1 settlement cycle initiative, monitoring compliance.
- Oversaw compliance efforts for the EMIR refit, ensuring adherence to updated reporting rules.
Managing Director, Transformation Initiatives
State Street Bank
Dublin, Ireland
04.2020 - 06.2023
- Led global portfolio of syndicated and private credit bank loan transformation projects, ensuring regulatory compliance.
- Standardized Global Operating Model for OTC and Exchange Traded Derivatives.
- Management of the governance process for technology and tools used across global service locations and outsourced partners, maintaining regulatory compliance.
- Leveraged synergies across diverse business lines in technology, cost management, and process optimization.
Head of Derivative Operations, EMEA
State Street Bank
Dublin, Ireland
07.2017 - 04.2020
- Led Derivatives Middle & Back office operations.
- Directed outsourcing of essential business functions to third-party service providers and internal affiliates, ensuring alignment with organizational goals and compliance with regulatory requirements.
- Conducted comprehensive due diligence on potential service providers, evaluating their capabilities, resourcing plans, and compliance with industry regulations.
- Obtained multiple legal entity board approvals for outsourcing initiatives, presenting detailed plans and risk assessments to stakeholders.
- Secured regulatory approvals across multiple jurisdictions, working closely with legal and regulatory oversight teams to ensure adherence to local laws and guidelines.
- Developed and defined service definitions and Service Level Agreements (SLAs) to clearly outline performance expectations and deliverables.
- Monitored and evaluated service provider performance in line with SLAs and outsourcing regulations, ensuring consistent quality and compliance.
- Maintained compliance with State Street's risk and control framework through effective management of policies, procedures, and controls.
- Acted as the primary point of contact for regulatory inquiries and audits, collaborating with internal teams and multiple European outsourcing arrangement owners to resolve issues and maintain compliance.
Director, Middle & Back Office Operations
State Street Bank
Dublin, Ireland
03.2016 - 07.2017
- Managed a team of Middle & Back office professionals, business analysts, and project management specialists across multiple locations.
- Responsible for establishment and leadership of EMEA OTC New Business on boarding team executing corporate strategic goals.
- This team established a standardized on boarding experience for new clients, large & small, providing structure and governance.
- Responsible for establishment and leadership of EMEA OTC Change Management function for OTC Middle & Back office.
Vice President of Operations
State Street Bank
Dublin, Ireland
04.2012 - 03.2016
- Led daily operations and management of Middle & Back office teams across Dublin, Kilkenny, and Luxembourg.
- Operational services provided include Asset Creation, Trade Capture, Trade Confirmation, Asset Servicing, Lifecycle maintenance, Corp Actions, reconciliations.
- Reporting services provided include Cash forecasting, Valuations, P&L, Risk, Compliance, and Regulatory.
- Managed Trade/Cash processing and Valuation services, reconciliations, settlements, corporate actions, fund accounting ledger processing & information delivery.
Head of Middle Office
Wells Fargo Bank International
Dublin, Ireland
07.2011 - 04.2012
- Responsible for establishing & managing a Middle Office Group in Dublin supporting all front office lines of business.
- Controlled the valuation, profit & loss reporting and position keeping for WFBI books.
- Controlled the collateral Management process for WFBI Structured Loan portfolios.
- Managed the confirmation & verification of Front Office trading activity across multiple product types, including Repos, Reverse Repos, FX Swaps, Interest Rate Swaps, Fixed Income Securities & Money Market Instruments.
- Provided support for audit, internal & external, as well as liaising with regulators.
OTC Derivative Product Manager
State Street Bank
Dublin, Ireland
01.2011 - 06.2011
Vice President
BNY Mellon Global Investment Servicing
Dublin, Ireland
09.2007 - 01.2011
Sports Market Maker
Self Employed
London, UK
09.2004 - 09.2007
Front Office Trading Assistant
JPMorgan Chase Bank
London, UK
09.2001 - 09.2004
Derivatives Broker
ICAP
London, UK
03.1999 - 09.2001
Education
BA - Economics & Politics
Trinity College
Dublin, Ireland11.1998
Leaving Certificate -
St. Joseph’s CBS
Dublin, Ireland06.1994
Skills
- Leadership
- Regulatory navigation
- Communication skills
- Relationship management
- Strategic planning
- Risk management
- Stakeholder engagement
- Process optimization
Timeline
Managing Director, Client Delivery Manager
State Street Bank
07.2023 - Current
Managing Director, Transformation Initiatives
State Street Bank
04.2020 - 06.2023
Head of Derivative Operations, EMEA
State Street Bank
07.2017 - 04.2020
Director, Middle & Back Office Operations
State Street Bank
03.2016 - 07.2017
Vice President of Operations
State Street Bank
04.2012 - 03.2016
Head of Middle Office
Wells Fargo Bank International
07.2011 - 04.2012
OTC Derivative Product Manager
State Street Bank
01.2011 - 06.2011
Vice President
BNY Mellon Global Investment Servicing
09.2007 - 01.2011
Sports Market Maker
Self Employed
09.2004 - 09.2007
Front Office Trading Assistant
JPMorgan Chase Bank
09.2001 - 09.2004
Derivatives Broker
ICAP
03.1999 - 09.2001
BA - Economics & Politics
Trinity College
Leaving Certificate -
St. Joseph’s CBS