Booking Tracking Spreadsheet by rwr16448

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									                                    TIMOTHY MCDONOUGH
               53 Lexington Street. Woburn, MA 01801. 781-572-0014. tmcdonough1@babson.edu

                                          PROFESSIONAL EXPERIENCE

BABSON COLLEGE FUND, Wellesley, MA                                                                     2008-Present
Portfolio Manager, Consumer Products Sector
• Manage Consumer Products sector of Babson College Fund with assets under management totaling $1.2mm
• Conduct equity research on strategically selected security clusters and make recommendations to team for
    investment, both long and short
• Attend industry events/conferences and visit companies to conduct on-site due diligence
• Draft and present equity research reports to peers, executives-in-residence, and investment professionals
• Manage risk through a tracking error target of 3-6% against the iShares Consumer Goods Index (IYK)

STANDISH ASSET MANAGEMENT, Boston, MA                                                                    2006-2008
Senior Corporate Actions Accountant (2007-2008)
• Responsible for booking, tracking, and reconciling corporate action transactions throughout Standish
• Provided research support to traders, analysts, and portfolio managers
• Designed and implemented corporate actions spreadsheet to track and record transactions throughout
    accounting department, expediting processing and significantly cutting down on erroneous transactions
• Reduced cost of overdraft fees to the firm through the restructuring of corporate actions processing procedures
Corporate Actions Accountant (2006-2007)
• Booked and reconciled all partial call transactions
• Ensured accountants adhered to established standards and procedures for corporate action processing
• Strengthened client relationships through anticipating needs and quickly responding to requests and inquiries
Portfolio Accountant (2006-2006)
• Reconciled month-end holdings and performance reports for over 80 accounts
• Provided management with holdings and performance reports, and researched and resolved all discrepancies
• Created client-deliverable reports, and assisted portfolio managers in client presentations
• Reduced client and firm risk through timely and accurate resolution of trade, holding, and cash issues

                                           EDUCATION AND TRAINING

BABSON COLLEGE, Wellesley, MA                                                                         2008-Present
F.W. Olin Graduate School of Business
Candidate for Master of Business Administration degree, May 2009
• F.W. Olin Scholar
• GPA: 3.7/4.0

UNIVERSITY OF SOUTHERN CALIFORNIA, Los Angeles, CA                                                      2001-2004
Marshall School of Business
Bachelor of Science degree in Business Administration
• Majored in Finance and Business Economics
• GPA: 3.3/4.0

CFA PROGRAM
Level II Candidate
• Currently preparing for June 2009 Level II exam

                                           ADDITIONAL INFORMATION

•   Enrolled in Bloomberg Certificate Program
•   Working knowledge of Capital IQ, Thomson One Banker, FactSet
•   Advanced knowledge of Microsoft Office: Excel, Access, PowerPoint, Word
•   Boston Security Analysts Society (BSAS) member
•   Babson Investment Management Association member

								
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