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

• 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.
• 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.

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.