Toheeb Azeez
Quincy,MA
Summary
Results-oriented Operations Specialist with expertise in liquidity planning and reconciliation at Brown Brothers Harriman. Demonstrated success in orchestrating cash flows exceeding $200M, driving profitability through strategic analysis. Exceptional analytical skills and relationship-building capabilities cultivate collaboration across departments, ensuring compliance and operational excellence. Highly skilled in Microsoft Excel and wire processing.
Overview
4
4
years of professional experience
Work History
Operations Specialist - Securities Lending & Cash Management
Brown Brothers Harriman
Boston, USA
02.2023 - Current
- Manage daily cash flows and liquidity operations exceeding $200M in trade transactions, ensuring optimal availability across accounts.
- Analyze capital markets data to support cash positioning, lending opportunities, and risk exposure.
- Reconcile cash transactions, validate wire transfers, and maintain banking records with high accuracy.
- Execute real-time mark-ups and mark-downs of securities to enhance daily profitability.
- Collaborate across departments to resolve payment discrepancies, enhance reconciliation processes, and improve treasury workflows.
- Contribute to monthly reporting and ensure compliance with internal control policies.
Business Valuation Analyst
CliftonLarsonAllen (CLA)
Boston, USA
06.2022 - 08.2022
- Conducted financial and industry analysis for estate and business valuations across geographic regions.
- Assisted in preparing valuation models and reports, highlighting key financial trends, risks, and opportunities.
- Researched macroeconomic indicators and market data to support accurate valuation forecasts.
- Supported client engagements by ensuring data accuracy and timely delivery of valuation findings.
Market Maker
Fonbnk
Washington, USA
01.2022 - 05.2022
- Facilitated liquidity in digital financial markets, ensuring optimal trading volume and price stability.
- Supported product launch strategy by collecting feedback and recommending data-driven changes.
- Onboarded and trained new market makers across West Africa to expand operational footprint.
- Interfaced between executive leadership and investors to support financial operations and trust-building.
Education
Bachelor of Arts - Economics
University of Massachusetts
Lowell, MASkills
- Wire processing
- Reconciliation
- Liquidity planning
- Account transfers
- Positive pay review
- STATA
- Microsoft Excel
- VLOOKUP
- Pivot Tables
- Word
- PowerPoint
- Attention to detail
- Analytical thinking
- Problem solving
- Relationship building
- Internal controls
- Audit support
- Banking documentation
Hobbies and Interests
- Non-Profit Engagement
- Youth Financial Literacy
- Economic Development
- Soccer
- Global Travel
Timeline
Operations Specialist - Securities Lending & Cash Management
Brown Brothers Harriman
02.2023 - Current
Business Valuation Analyst
CliftonLarsonAllen (CLA)
06.2022 - 08.2022
Market Maker
Fonbnk
01.2022 - 05.2022
Bachelor of Arts - Economics
University of Massachusetts
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