William Fallon Email & Phone Number

New York, New York

• Managed bespoke collateralized lending transactions for a portfolio of clients backed by asset classes such as: syndicated loans, corporate bonds, CLOs, and hedge fund shares• Acted as face of the bank for clients ensuring loan covenants were met and customer experience was positive• Modeled deals both in proprietary software and Excel to generate reporting to be used both internally and externally• Performed portfolio analysis to help clients maximize borrowing power and control risks for the bank • Worked with borrowers and risk teams to develop plans to cure breaches for loans in default • “Product Owner” prioritizing development needs for a team of eight software developers with a $1.1mm budget • Oversaw a project to transition to a more intuitive and user-friendly web-based interface • Developed macros using VBA to automate processes and ease pain points for the desk, allowing the team to meet increased demands as the number of loans and total size of the loan book more than doubled• Collaborated with various stakeholders throughout the bank, developing processes to limit operational risk and reduce balance sheet consumption by the trading desk

• Integrated an internal hedge fund into the corporate bonds group, working throughout to ensure a smooth transition of systems and improve workflows. • Created macro to automate position management process, saving firm 150k annually. • Analyzed large volume of data and met with Sales team to determine pain points within existing trade execution process; leveraged findings to improve data integrity and reduce IT issues. Reduced compliance escalations tied to trade execution by 50% moving from bottom 10th percentile to industry average.• Reviewed areas of operational risk and worked with programmers to identify solutions. • Resolved any systems issues quickly by investigating with IT departments and ensuring positions are • Book and allocate trades executed by traders, and ensure they flow properly to downstream systems.• Partnered with KYC and Sales teams to onboard new clients for trading.• Aided syndicate in issuing debt on primary market.• Determined area of opportunity to leverage VBA in place of outdated software, saving firm 100k annually.

New York

A one year rotational analyst program, moving between Financial Futures and Fixed Income execution, Relationship Management, and Institutional Sales

A macro hedge fund founded by Chris Pia, the firm traded a portfolio consisting of currencies, commodities, interest rates, and equities.