Patrick Mcdowell Iii Email and Phone Number
Experienced Associate with a demonstrated history of working in the investment management industry. Skilled in Microsoft Excel, SQL, and Python. Strong finance professional with a BS focused in Accounting from Rider University.
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Risk AnalystWellington ManagementLondon, England, Gb -
Avp, Investment Science AnalystWellington Management Oct 2021 - PresentLondon, England, United KingdomProficient in utilizing advanced financial models and statistical tools to evaluate market trends and assess potential risks.Design and implement Python-based tools to facilitate investor exploration of various risk scenarios for optimized decision-making. -
Assistant Vice President, Sr. Finance & Administration AnalystWellington Management Nov 2019 - Oct 2021London, United Kingdom -
Assistant Vice President, Fund Controller, Wmf Us Fund ServicesWellington Management Aug 2017 - Nov 2019Boston, Massachusetts- Heavily involved in the automation of manual processes by building solutions using VBA, SQL, and Python- Regulatory filings (DOLs, Call Report, etc.)- Worked across the group on initiatives to better take in and utilize data- Monitor service providers in the completion of annual fund audits- Created an automated fund expense forecasting model to assist in business decisions -
Associate, Fund And Performance GroupArrowstreet Capital, L.P. Nov 2015 - Aug 2017Greater Boston Area- Completed financial and regulatory reporting for various fund structures and domiciles - Automated numerous processes using SQL and VBA- Expense forecasting -
Senior Audit Associate, Alternative Investments (Formerly Rothstein Kass)Kpmg Us Oct 2012 - Oct 2015Greater Boston AreaExecute the day-to-day activities of audit engagements of various clients including Hedge Funds, Private Equity Funds, Fund of Hedge Funds, and other Private Alternative Investments.Identify and communicate accounting and auditing matters to managers and partnersIdentify performance improvement opportunitiesInteract with clients to help ensure the information flow from the client to the audit team is efficientUnderstand and utilize KPMG’s Audit… Show more Execute the day-to-day activities of audit engagements of various clients including Hedge Funds, Private Equity Funds, Fund of Hedge Funds, and other Private Alternative Investments.Identify and communicate accounting and auditing matters to managers and partnersIdentify performance improvement opportunitiesInteract with clients to help ensure the information flow from the client to the audit team is efficientUnderstand and utilize KPMG’s Audit MethodologySupervise Audit associates and interns on engagementsHelp manage engagements according to KPMG’s financial and cost management policies Show less -
Senior AssociateRothstein Kass Oct 2012 - Jul 2014Greater Boston AreaAssist in the audit of Hedge Funds and other Financial Services clients. -
Financial Audit InternRothstein Kass Jan 2011 - Apr 2011Greater New York City AreaHedge Fund AuditsExtensive use of Microsoft Excel and CCHAssisted in the overall completion of 12 hedge fund audits
Patrick Mcdowell Iii Education Details
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Accounting
Frequently Asked Questions about Patrick Mcdowell Iii
What company does Patrick Mcdowell Iii work for?
Patrick Mcdowell Iii works for Wellington Management
What is Patrick Mcdowell Iii's role at the current company?
Patrick Mcdowell Iii's current role is Risk Analyst.
What schools did Patrick Mcdowell Iii attend?
Patrick Mcdowell Iii attended Rider University.
Who are Patrick Mcdowell Iii's colleagues?
Patrick Mcdowell Iii's colleagues are Mike Homes, Sally Linnaeus-Peat, Aahudgee Greene, Coralie Babin, Oyin Oduya, Cfa, Beth Wahle, Olaleye Korede.
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