Jacklyn Sullivan
Matawan, NJ
***************@*****.***
SUMMARY
FIXED INCOME BUSINESS DATA, STRATEGY & OPERATIONS MANAGEMENT LEADER
15+ years of global hands on experience in operations and business strategy
management. In-depth knowledge of fixed income assets with expert knowledge
of syndicated loans in the US, Asia and European markets. Ability to
extract relevant loan market information from official legal documents
including covenant data.
Monitor syndicated loan market to insure newest data trends are properly
reflected in databases and incorporated into the products. Work to bridge
communication gaps between internal research analysts, upper management,
sales teams, product managers, clients and lead development architects to
make certain that all business requirements are properly coded within data
entry applications and stored in databases. Consistently create
efficiencies. Working with clients to support their understanding of loan
data and products as well as gather feedback to determine best strategies
to drive the business forward.
PROFESSIONAL EXPERIENCE
Thomson Reuters- Loan Pricing Corporation, New York, NY (February 1998 -
present)
Global Data, Team and Operations Manager (June 2007 - present)
Serve as a liaison between global data analyst teams, upper management,
developers, project managers and product managers to create most relevant
syndicated loan data collection. Responsible for resolutions of all
resource, data, technical and operational issues arising within the loans
space.
. Provide business requirements and lead all business aspects of
development in creation of internal data entry applications, databases
and processes to maintain syndicated loan data.
. Led development of a global centralized loan data entry application.
Made sure each individual region's market practices were reflected
within applications, databases and products.
. Manage a group of six analysts internationally.
. Assist upper management with operations of 25 analysts globally.
. Established overseas office in Poland, including the hiring of
employees in accordance with local laws.
. Organized the building of an extraction tool used to populate Thomson
One loan products with Reuters LPC terms and conditions after the
merger in order to elevate manual data entry and integrate teams.
. Set up and lead formal discussions between different regions and
relevant parties in order to prioritize available funding for
development and growth of the business.
. Collaborate with development to design, test and implement mapping
applications for bank loan identifiers including CUSIP, as well as for
bank loan ratings.
. Partnered with S&P and the LSTA to create working methods for
incorporation of CUSIPs.
Team Leader (January 2006 -June 2007)
Introduced loan collection to parent Thomson Reuters during the integration
of Loan Pricing Corp. Established processes of data redistribution into
existing Thomson Reuters products, internal data streams and custom feeds.
Made certain long standing processes and data were compliant with parent
company's formalized standards.
. Managed six direct reports.
. Piloted audit system to maintain terms and conditions for priced
loans; enhancing the offering by over 50%.
. Initiated process to capture Bank Loan Ratings for S&P, Moody's and
Fitch Ratings Agencies.
. Directed loan data group and sales team to establish new custom data
feeds for individual clients needs.
. Evaluate benefits of outsourcing for data entry from third party
providers versus opening new offshore office.
Senior Market Analyst (April 2004 - January 2006)
Responsible for quality, quantity and timeliness of all proprietary
syndicated loan data. Created individual and group performance goals as
well as benchmarks for monitoring and reporting success metrics to
management.
. Designed, supervise and implemented various data integrity and data
clean-up projects.
. Responsible for loan data in products including GoldSheets,
LoanConnector and DealScan.
. Anticipated project related problems and alerted management of issues
before they arise.
. Coordinated with various departments, parallel groups and employees to
distribute and streamline tasks.
. Instituted and maintain Global Business Continuity Plan and local
Incident Management Plan for loan division.
. Hired, trained and managed new employees for the Public Data Group.
Market Analyst (March 2000 - April 2004)
Managed operations of Public Data Groups. Improved data delivery time to
product by creating automated audit process.
. Played key role in design and development of internet-based platform
to manage documents and workflow.
. Delivered presentations to Operating Committee on progress and
management of Public Data Group.
. Achieved or exceeded group goals for all years responsible for quality
of SEC data inputting.
Jacklyn Sullivan Page 2
. Developed, maintained and performed regular data audits for data
integrity.
. Researched and responded promptly to domestic clients inquiries as
well as coordinate those of global clients.
. Tested and trouble shot LPC's commercial applications for
effectiveness of functionality before releases.
. Created and maintained web based analytic for LoanConnector and
feature research articles in widely read industry publication
GoldSheets.
Analyst (February 1998 - March 2000)
Cultivated skills to understand syndicated loans, data management and
client use of information. Developed ability to extract relevant loan
market information from complex legal documents.
. Responsible for accuracy of loan data from investment grade to highly
leveraged within six months of hire.
. Coordinated with key market players and published Sponsored League
Tables.
. Trained new analysts.
EDUCATION & TRAINING
Pace University New York, N.Y. (January, 1998)
Bachelor of Arts, Major: History/Minor: General Business
Dean's List
Completed a 12 week management challenge course through Thomson
Reuters.
Certified Scrum Master
Technical Skills
Microsoft Access, Word, Excel, PowerPoint, Reuters Knowledge, Thomson
Reuters EIKON.
OTHER
Fluent in Italian