William Leary
Newton Highlands,MA
Summary
Detail-oriented Operations Specialist with over two years of experience in securities lending and international markets, specializing in trade processing and risk mitigation. Proven track record of collaborating with global counterparties to ensure timely, accurate transactions and compliance with regulatory changes. Skilled in data analysis, process optimization, and client relationship management, delivering operational excellence in fast-paced environments.
Overview
3
3
years of professional experience
Work History
Operations Specialist- Recall Management
Brown Brothers Harriman
08.2022 - Current
- Processed counterparty requests, including return loan bookings, amendments, and cancellations, ensuring accurate and timely execution
- Issued recall notices daily to cover negative balances and fulfill client service requests, guaranteeing prompt resolution and client satisfaction
- Collaborated with borrowers, clients, and custodians to ensure trades and reporting on security types were processed accurately and on time across global markets
- Prepared and escalated daily recall reports, summarizing failing sales in international markets, and communicated key updates to senior management
- Prevented buy-ins by monitoring trade discrepancies and resolving buy-in threats through proactive collaboration with counterparties
- Supported the transition to the T+1 settlement cycle, ensuring smooth workflow adaptation and compliance with new regulatory requirements
- Trained and mentored new team members on operational processes, ensuring effective onboarding and adherence to performance targets
Financial Analyst Intern
Eden Geotech
05.2021 - 07.2021
- Utilized pro forma financial statements to forecast future performance, improving financial planning accuracy
- Evaluated and adjusted cash-flow models, optimizing financial processes and ensuring sustainable cash management.
- Prepared and organized bank account transaction data using advanced Excel functions, streamlining reporting and reconciliation efforts.
- Created financial statement templates to standardize reporting across the organization, increasing efficiency.
- Collaborated with team members to develop business models for EGS power plants, supporting investment decisions and operational planning
Education
Bachelor of Science - Finance
Miami University, Farmer School of Business
Oxford, OH05.2022
High School Diploma -
Xaverian Brothers High School
Westwood, MA05.2018
Skills
- Microsoft Excel
- SQL
- Hyperion
- BIDS (Broker Delivery Information System)
- Spire
- Recall User Interface
- Analytical thinking
- Process improvement
- Regulatory compliance
- Stakeholder management
- Adaptability
- Risk Mitigation
- Operational Efficiency
Timeline
Operations Specialist- Recall Management
Brown Brothers Harriman
08.2022 - Current
Financial Analyst Intern
Eden Geotech
05.2021 - 07.2021
Bachelor of Science - Finance
Miami University, Farmer School of Business
High School Diploma -
Xaverian Brothers High School
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