Darren Mcdonald Email & Phone Number

Boston, MA, US

Boston, MA, US

• Primary liaison between the corporate actions team and the IT department. Responsible for improved operational efficiencies, workflows and new processes that elevated the coordination between the operations and.
• Trained 100+ global portfolio managers on a new corporate actions election platform through a series of interactive demos. Oversaw a successful rollout of application that greatly enhanced the portfolio managers’.
• Tested and coordinated a successful upgrade of our corporate actions system (XSP) by creating a series of test cases that verified the new functionality and ensured a smooth and seamless enhancement.
• Assumed ownership for the execution of all complex and time-sensitive institutional entitlement offers.

Boston, Massachusetts, US

• Managed a team of four analysts responsible for the handling and processing of international and domestic corporate actions and proxy voting oversight for all GMO products and separately managed accounts.
• Implemented and trained GMO's Australian office on the corporate actions software (XSP) to leverage the firm's efficiency and create consistency across all of the business operating models.
• Managed the integration and migration of corporate actions responsibility for 30+ UK accounts into the GMO Boston office.
• Designed a set of robust controls that successfully adhered to GMO's annual SSAE 16 audit requirements for 8 consecutive years.

Boston, Massachusetts, US

• Responsible for reviewing, analyzing and processing all types of corporate actions impacting the International, Domestic, Emerging Markets and Fixed Income investment divisions.
• Instructed voluntary corporate action elections to 20+ custodian banks and prime brokers under tight deadlines and significant volumes.
• Coordinated the selection, testing and implementation of GMO's corporate actions solutions software (XSP).
• Supported other groups within investment operations by cross-training and reconciling tax-managed accounts, pricing derivatives and equity swaps. Assisted in the maintenance of security data.

Boston, Massachusetts, US

• Coordinated and monitored the integration of clients assets.
• Developed operating model to ensure that all corporate action activity was accurately monitored and that the processing responsibility was assigned to the appropriate custodian bank.

Frankfurt Am Main, Hessen, DE

• Resolved client inquiries. Proactively managed events and issues to achieve the goal of reducing the number of inquiries from fund managers.
• Served as the primary contact for investigating and resolving UK corporate actions and income inquiries for several larges institutional clients.

Frankfurt Am Main, Hessen, DE

• Liaised extensively with stock lending brokers, fund managers and sub custodians to ensure that all corporate action instructions were executed and that all share positions were reconciled.
• Trained and coached a newly formed corporate actions team.

Bachelor Of Business Administration - Bba, Finance, General

International Business