Lee Perry
Wimborne,UK
Summary
Accomplished financial services professional with over 25 years’ experience across global banking and capital markets, including senior positions at GLAS, BNY and JPMorgan. Expertise spans Debt Capital Markets, corporate actions, transaction management, client relationship management and operational leadership. Proven ability to manage complex transactions, lead high-performing teams and build trusted relationships with institutional clients, issuers, trustees, custodians and legal advisers. Recognised for delivering operational improvements, enhancing client experience and implementing innovative process efficiencies, including AI-enabled solutions.
Overview
30
30
years of professional experience
Work history
Senior Client Services Associate & Conversions Expert
GLAS
2025.03 - 2026.07
- Managed transactions from onboarding to completion, ensuring seamless client experience.
- Build long-term relationships with institutional clients.
- Lead complex debt conversion and corporate action events.
- Deliver strategic operational improvements, including AI initiatives.
- Review legal documentation and operational requirements.
- Key Achievement: Driving automation initiatives to improve efficiency while maintaining excellent client service.
Vice President – Client Service Manager
BNY
2021.01 - 2025.01
- Managed high-value portfolio of Western European clients, ensuring tailored service delivery and satisfaction.
- Key Achievement: Strengthened client relationships while maintaining consistently high service standards across a complex portfolio.
- Served as senior escalation point for key client relationships.
- Coordinated onboarding, KYC, tax and billing activities for clients, streamlining processes to enhance client experience.
- Oversaw custody, settlement and trustee operations, maintaining compliance and operational integrity.
Transaction Manager
BNY
2017.01 - 2021.01
- Managed Debt Capital Markets transactions from approval to closing, ensuring compliance with regulatory standards.
- Coordinated programme drawdowns and transaction amendments, facilitating timely execution and alignment with client requirements.
- Reviewed legal documentation to confirm accuracy and mitigate risks associated with transactions.
- Supported Business Acceptance Committee reviews.
Corporate Actions & Debt Restructuring Manager
BNY
2010.01 - 2017.01
- Key Achievement: Successfully managed complex restructuring events while improving team performance and operational delivery.
- Managed eight-person specialist team to enhance expertise in corporate actions and debt restructuring.
- Led consent solicitations, exchange offers and Dutch auctions.
- Introduced process improvements to streamline operations and enhance service delivery in restructuring events.
- Delivered performance management and coaching to elevate team capabilities and drive successful project outcomes.
Deputy Team Leader – Nostro Reconciliations
BNY
2007.01 - 2010.01
- Reconciled financial accounts to ensure accuracy and compliance.
- Investigated discrepancies in account records to maintain financial integrity.
- Developed procedures and trained new colleagues to enhance team efficiency.
Treasury Services Associate
JPMorgan
2003.01 - 2007.01
- Facilitated high-value USD payments to ensure timely transactions.
- Managed reconciliations and payment investigations.
- Dealt with customer queries for an elevated level of service.
- Enhanced customer satisfaction with prompt and accurate responses.
Payments Processor & Deputy Team Leader
Barclays
1997.01 - 2003.01
- Processed SWIFT and CHAPS payments, ensuring timely and accurate transactions.
- Supported daily team leadership and operational planning to enhance workflow and team coordination.
- Managed high-volume workflows for improved operational performance.
Education
GCSEs - Maths, English, Science, Business Studies, PE Studies, Home Economics, Georgaphy
Purbeck School
WarehamSkills
- Debt Capital Markets
- Transaction Management
- Client Relationship Management
- Corporate Actions
- Deal Lifecycle Management
- Corporate Restructuring
- Operational Leadership
- Team Management
- Business Acceptance
- Documentation Review
- Trustee Services
- Custody Services
- Process Improvement
- AI & Automation
- Regulatory & Risk Management
- Stakeholder Engagement
REFERENCES
Available upon request.
KEY CAREER HIGHLIGHTS
- 25+ years in investment banking and financial services.
- Progressed to Vice President at BNY.
- Extensive Debt Capital Markets expertise.
- Experienced people manager and mentor.
- Trusted adviser to institutional clients and stakeholders.
- Delivered operational transformation and AI-enabled improvements.
- Strong understanding of the complete transaction lifecycle.
PROFESSIONAL STRENGTHS
- Commercial awareness
- Leadership
- Strategic thinking
- Relationship management
- Risk awareness
- Analytical problem solving
- Continuous improvement
- Excellent communication
Timeline
Senior Client Services Associate & Conversions Expert
GLAS
2025.03 - 2026.07
Vice President – Client Service Manager
BNY
2021.01 - 2025.01
Transaction Manager
BNY
2017.01 - 2021.01
Corporate Actions & Debt Restructuring Manager
BNY
2010.01 - 2017.01
Deputy Team Leader – Nostro Reconciliations
BNY
2007.01 - 2010.01
Treasury Services Associate
JPMorgan
2003.01 - 2007.01
Payments Processor & Deputy Team Leader
Barclays
1997.01 - 2003.01
GCSEs - Maths, English, Science, Business Studies, PE Studies, Home Economics, Georgaphy
Purbeck School