William Horan

Senior trade operations leader with over thirty years of experience in mortgage-backed securities (MBS) allocations within top-tier global financial institutions. Proven track record supporting high-volume trading desks through process optimization, system implementation, and real-time problem-solving. Known for close collaboration with trading and technology teams to improve workflows, enhance system capabilities, and support complex global operations.

Brings deep expertise in MBS allocations, strong technical acumen, and the ability to operate effectively in fast-paced, high-pressure environments.

Director, Trade Operations – MBS Allocations - Morgan Stanley - New York, NY

(2019-01)

• Partner with trading and technology teams to enhance MBS allocation processes, contributing to system improvements that have reduced operational inefficiencies and saved the trading desk significant costs.
• Collaborated on the development of a system enhancement to flag specified MBS pools for settlement, improving timeliness and execution accuracy.
• Actively involved in the design and testing of a proprietary MBS allocation system, working directly with developers to conduct QA testing and ensure alignment with trading requirements.
• Support implementation of a large-scale internal system (non-vendor) designed to handle complex, high-volume global MBS activity.
• Participate in early-stage AI-related initiatives tied to allocation system enhancements, working with technology partners to explore automation and workflow improvements.
• Provide real-time support to traders, handling complex and time-sensitive allocation questions in a high-pressure environment.
• Maintain consistent communication across trading, operations, and technology teams to ensure smooth execution and issue resolution.

Vice President, Senior Allocator – MBS Allocations - Deutsche Bank - New York, NY

(2005-01 - 2018-12)

• Supported high-volume MBS trading desks with accurate and timely allocation processing.
• Played a key role in the implementation and enhancement of allocation systems within a top-tier trading environment.
• Partnered with traders and internal teams to resolve allocation issues and improve workflow efficiency.
• Handled complex allocation scenarios and ad hoc trader requests in a fast-paced environment.
• Contributed to maintaining operational consistency across global trading activities.

Vice President, Senior Allocations Specialist – MBS Allocations - Citigroup - New York, NY

(1993-01 - 2005-12)

• Managed MBS allocation processes in a high-volume trading environment.
• Supported system implementation efforts tied to allocation workflows during a period of significant organizational growth.
• Served as a key resource for traders, providing timely responses to allocation inquiries and operational challenges.
• Participated in large-scale transition efforts, including the Salomon Smith Barney and Citigroup integration.

Bachelor of Science - Accounting - St. Peter's University