Investment Operations

Certified Teaching Staff

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Scott Porter

Scott Porter, Managing Editor and Chief Content Officer at Investment Operations Inc, was most recently Director of Aite-Novarica Group’s Buyside Operations Research Council and a senior analyst on their Capital Markets team, focusing on post-trade processing and technology. Scott has spent over 30 years in post-trade processing and related compliance, risk, and technology. At Brown Brothers Harriman & Co., he led a growing global custody department responsible for corporate actions, securities lending, and global securities and income reconciliation, eventually leading the projects to automate those functions. As an independent consultant, he designed systems to automate U.S. corporate actions, mortgage-backed securities custody, and fixed income settlement optimization for major buy-side clients. At Thomson Reuters, Scott was the founding publisher of Securities Industry News, a weekly newspaper covering securities operations and technology. He has published many feature articles in major industry publications, including Wall Street & Technology and Investment Operations Magazine, and was the author of the book, Processing Non-Standard Securities, published by Asset International. At The Summit Group, he was the publisher and executive editor of Fixed Income Daily and the Journal of Securities Operations. Scott was a co-founder and principal of Securities Operations Forum, where he was director of research and conferences as well as the editor of Securities Operations Letter, the first operations-related newsletter in the securities industry. He was also the co-founder of Financial Markets World, overseeing the development of post-trade research, training, and conferences for hundreds of top buy-side firms, broker-dealers, and custodian banks in the U.S. and Europe. Scott studied undergraduate Economics at New York University and also has an MBA from Wagner College in New York City and a B.S. in Management from Nyack College.