William Mcdowell Email & Phone Number

Jersey City, Nj, Us

Zurich, Ch

Supported internal clients across functions as part of Group Internal Consulting.• Program manager of the Unified Global Markets’ Capital Transition Program, which seeks to simplify UBS’ broker/dealers and enable change across the Investment Bank and Wealth Management Americas businesses including Cash Equities and Fixed Income.• Managed Initiation and Planning of Shield Delivery, a new electronic communications surveillance and monitoring tool for Asset Management, WMA, and IB.• Managed delivery of assignment and automated tools to enable front office and counterparty risk to assign the same personnel to periodic Know-Your-Client reviews in Wealth Management. • Elicited, clarified, and documented business requirements for the pilot of the Wealth Management Americas Platform for Corporate Actions and Proxy, Cost Basis, Taxation, and Account Transfers.

Zurich, Ch

Managed projects in the Uncleared Margin Rules, LIBOR Transition, and Strategic Risk Programs. Uncleared Margin Rules focused on enabling Regulatory Initial Margin between the Investment Bank and its clients as per regulations globally. LIBOR Transition focused on Prime Services and their clients' transition from LIBORs to Alternative Reference Rates (ARRs) end-to-end. Delivered readiness of ARR referencing Equity OTC Derivatives and Prime Brokerage Margin Financing, coordinated outreach and communication with clients, met Prudential Risk Authority conduct risk requirements through training and implementing controls, and coordinated transition to ARRs across front-to-back stakeholders.The Strategic Risk Program focused specifically on decommissioning 8 legacy Equities RMS to 2 strategic systems. Projects benefited the bank and internal customers including Front Office (COOs and traders), Product Control, and the Chief Risk Officer (Market, Credit). In collaboration with stakeholders including Risk and Trade Management IT, delivered enhanced functionality and lowered costs, meeting regulatory commitments from the Federal Reserve and Prudential Regulation Authority. Delivered assignments and activities include:• Management-level presentations for reporting status, metrics, and critical business factors for management and regulators including FINMA, FCA, and the Fed.• Stakeholder Management, including conducting steering committees, workgroups and task forces, as well as informal and ad-hoc updates to facilitate cross-functional collaboration and manage the project plan and changes. • Documenting dependencies, risks, changes, action items, and issues.Project plans, runbooks, charters, business cases, project scopes, status, project plans, roles and responsibilities, communication and contract remediation plans, etc.• Drafting letters, talking points for client outreach and interaction; trainings

London, Uk, Gb

Supported the success of two clients in consulting engagements: • Business analysis and testing for a PWM conversion project to a brokerage platform on the Credit Framework work stream.• Project management, business analysis, and testing on Change the Bank and Run the Bank projects on client’s SSBO Client Reference Data Projects team.Projects delivered include:• Calculation of margin requirements for OTC derivatives, alteration of margin calculations of equities, fixed income, and other securities, and margin call enhancements on the Credit Framework work stream.• Delivery Instruction Automation, MSSL Conversion, SIRen Completion, and Client On-Boarding for CTB projects. Accomplishments include delivering releases with lower costs, higher usability, and removing redundant data.• Managing monthly releases in the Delivery Instruction space for RTB projects. Accomplishments are the successful management of the release of over 100 JIRAs with benefits of cost savings, risk mitigation, system enhancement, or meeting regulatory or legal requirements.Delivered assignments and activities include :• Project plans, project scopes, system configurations, UAT tests, reports, statuses, etc.• Conducting interviews and workshops, interfaced with business, technology and management to elicit, clarify, and document requirements.• Documenting critical business factors, dependencies, risks, action items, and issues.

New York, Ny, Us

• As a member of the Client Processing Project team, collaborated with internal and external stakeholders in delivering projects minimizing cost and risk to Morgan Stanley while providing enhanced functionality and value to customers, such as Client On-Boarding, Delivery Instruction Automation, and SIRen Completion.• Interfaced with users, management, and other stakeholders to define, clarify, and document business requirements.• Devised test approaches and plans, wrote and executed test scripts to validate functionality of systems and processes. • Analyzed testing output, documented defects, and recommended solutions to resolve issues.

Frankfurt Am Main, Hessen, De

• Supported the delivery of “Change the Bank” initiatives for the Asset Services Utility Change Programme (ASUCP). • Planned user accessible tests by understanding business requirements, users’ needs, and systems’ purposes. • Executed tests by creating or identifying test data in systems and processes. • Raised, tracked, and escalated environmental and code issues.• Gained knowledge of Asset Servicing function, security types and structure (predominantly equities), trading in principal (firm trading) and on behalf of clients (prime brokerage), corporate actions (types, lifecycles, key dates, entitlement in tracked/non-tracked markets and auto-compensating agents), equity markets and taxation.

Princeton, Nj, Us

• Instructed children, adolescents, and adults in English as a second language in individual sessions and groups.• Taught topics in English including Business, Current Events, Professional Writing, Negotiations, etc.

• Taught primary school children English as a second language in daily individual sessions and groups.• Instruction included writing, reading, phonics, and spelling.

Newark, New Jersey, Us

• Managed, composed, and organized content, information, legal copy, and performance statistics in support of JennisonDryden Mutual Funds on websites, printed quarterly fact sheets, quarterly digests, inserts, and other material.• Formulated plans to accomplish initiatives such as fund launches, mergers, liquidations, and marketing campaigns.• Undertook market research on competition and industry such as how competitors display information, advantages or disadvantages of Prudential, formats and tools available to show information, and suggestions to improve web pages.

Mclean, Va, Us

• Served as liaison between Booz Allen Hamilton and partner non-profit Best Buddies Virginia.• Organized events for partner charity including conference, races and rides.• Created materials (presentations, brochures, press releases) to promote Best Buddies directly and through media.

M.B.A., International Business

B.S., B.A., Marketing, History