Scott Kennedy
Quincy,Massachusetts
Summary
Professional consultant with proven ability to drive impactful business outcomes through strategic planning and analysis. Demonstrated success in managing cross-functional teams and delivering comprehensive solutions that align with client needs. Valued for adaptability, collaboration, and results-driven mindset, with expertise in project management and stakeholder engagement.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Senior Consultant • Contractor
Aliter Investment Services
Boston, MA
06.2025 - Current
- Own book of accounts providing accounting conversion excellence for ETF and Mutual funds, investing in all asset classes
- Provide functional support and training, identify opportunities for improvement
- Experience: Accounting principles ETF anand Mutual Fund, Equity, Fixed Income, Complex assets, Cash
Senior Vice President, Relationship Management, Project Management
Northeast Retirement Services - Global Trust Company
Woburn, MA
04.2022 - 02.2025
- Own client satisfaction of key alternative trust recordkeeping and wealth management clients.
- Manage large-scale Donor Advised Fund front and back-office outsourcing initiative, aligning product offering and investor reporting creating a best-in-class product.
- Review business analysis performed by SME implementation leads to draft current and future state comparison Visio operational process flows.
- Increase operational efficiency by 20% of team supporting top revenue institutional recordkeeping
- Experience : Partnership recordkeeping and reporting , Calculation of performance fees and claw-back daily valuation, NSCC shareholder reporting, market trade placement, Investor platform design, Vendor due diligence and KPI design/management
Vice President, Corporate Investment Bank - Divisional Manager Operational Services and Delivery
JP Morgan
Boston, MA
09.2017 - 04.2022
- Mange a team on on and offshore resources who own accuracy and delivery of all client reporting for North America institutional client base.
- Reduce or eliminate manual touchpoints
- Increase capacity by over 15% within the six months through redesigned operational workflows
- Experience : Daily and Month NAV, performance, regulatory reporting, Complex assets, Private equity, Bank Loans Sovereign Wealth,
Vice President, Corporate Investment Bank - Operational Services and Delivery
JP Morgan
Boston, MA
09.2017 - 04.2022
- Own top tier institutional client deliverables
- Mange successful regulatory audit
- Moved top tier At Risk client to Satisfied within 3 months of assuming client relationship.
- Experience: daily and Monthly NAV, complex assets, bank Loans, regulatory support, Traditional and complex assets, plan recordkeeping, Fair valuation, Client onbaording
Vice President, Corporate Investment Bank - Risk Management
JP Morgan
Boston, MA
09.2017 - 04.2022
- Design and implement a quality management program charged with identification and remediation of thematic operational deficiencies across all global servicing hubs, increasing customer satisfaction ratings.
- Monitor and manage via dashboard reporting, coordinated the implementation of over 90 new and enhanced procedures and controls; drove over 20 projects designed to mitigate risk; enhance transparency and interdepartmental communication.
- Experiences : Cash , Trade accounting process, all asset classes, financial reporting, Custody processing and settlement, IT process build
Vice President, Global Operations Risk and Control
State Street Bank and Trust Company
Boston, MA
01.2006 - 09.2017
- Global Operations First Line of Defense team, facilitating assessment of dispersed processes against regulatory requirements, increasing global teams' awareness, identification and remediation of potential violations by over 80%.
- Manage a global regulatory initiative, ensuring compliance with Federal Reserve guidance on Model Risk Management framework, including analysis of over 1,800 procedures, processes, and tools.
- Craft and deploy globally consistent corporate communications aligning practice with company policies for Instructions, Recorded Phone lines, Marketing and Sales Guidelines.
- Experience: Global Regulatory compliance, Cross divisional Project management, Policy creation, implementation and testing
Vice President, Relationship Manager
State Street Bank and Trust Company
Boston, MA
01.2006 - 09.2017
- Manage a team of 25 operations and relationship managers providing custody, accounting, performance, analytics, and regulatory services to over 40 prominent institutional asset managers.
- Lead full outsource of Large Stable Value program from current provider project, inclusive of technology, and operational needs and processes.
- Experience :Consult with Investment managers on LLC/LP structure, design and launch, Hedge funds, Side pockets, complex fees , trust and investor level, performance fees, partnership reporting, all asset classes, financial reporting oversight, contract and product negotiation
Education
Bachelor of Arts - Sociology
University of Massachusetts at Amherst
Amherst, MACertification
- Lean Practitioner Designation
- Certified Lifeguard Trainer
- Certified trainer for Basic Life Support, First Aid - First responder level, vanGUARD aquatics manager training
Volunteering And Leadership
- Norwood Circle of Hope, Board Member
- Friends of the Blue Hills, Fundraising Committee
Personal Information
Title: Director, Fund Services Operations
Timeline
Senior Consultant • Contractor
Aliter Investment Services
06.2025 - Current
Senior Vice President, Relationship Management, Project Management
Northeast Retirement Services - Global Trust Company
04.2022 - 02.2025
Vice President, Corporate Investment Bank - Divisional Manager Operational Services and Delivery
JP Morgan
09.2017 - 04.2022
Vice President, Corporate Investment Bank - Operational Services and Delivery
JP Morgan
09.2017 - 04.2022
Vice President, Corporate Investment Bank - Risk Management
JP Morgan
09.2017 - 04.2022
Vice President, Global Operations Risk and Control
State Street Bank and Trust Company
01.2006 - 09.2017
Vice President, Relationship Manager
State Street Bank and Trust Company
01.2006 - 09.2017
Bachelor of Arts - Sociology
University of Massachusetts at Amherst