Team Lead - Investor Services

• may. de 2019 - - actualidad

Organize and present at monthly Investor conference call.Conduct presentations on the product to investors and intermediaries.Manage total assets worth over EUR 50.0m.Manage client relationships with over 50 brokers and 1,000 investors.Head of the investment.Review & approve investor transactions.Review & approve investor transfers.Ensure all investor redemption requests are responded to correctly and on time.Handle daily calls from investors and intermediaries.Onboard over 500 new investors.Increase investment by a net EUR 20.0m.Daily handling and review of client AML & cheques.Review & approve applications andProduce weekly & monthly account reports on incoming vs outgoing investment.Manage investor redemption & maturity schedules.Market interest rate analysis.Client Reporting Support, Support Investment research & reporting.Investor services Data AnalysisProject Management Problem solvingHandle all investor audit requirements during our yearly auditCreate quarterly commission report to pay brokers.Daily communication on Salesforce.Appointed official trainer of IT systems and Salesforce to all new staff

Investor Specialist

• jul. de 2017 - may. de 2019

I work daily with client funds, helping to provide them with a positive return on their investment. I lead the Investabill operations team and oversee all Investor and Financial Broker transactions happening on a daily basis. Along with regular client interaction over the phone and in personal meetings.

Trade Specialist

• may. de 2017 - jul. de 2017

Event Assistant

• mar. de 2015 - ago. de 2017

Roles and Responsibilities: Republic Nights is a company that runs a range of events throughout nightclubs in Dublin. These events range from underage discos to college and university parties. As an event assistant my job was to make sure the events ran smoothly and to stop any problems occurring. So event control, crowd control, safety of attendees and visitors, event establishment and logistics and handling of cash Roles and Responsibilities: Republic Nights is a company that runs a range of events throughout nightclubs in Dublin. These events range from underage discos to college and university parties. As an event assistant my job was to make sure the events ran smoothly and to stop any problems occurring. So event control, crowd control, safety of attendees and visitors, event establishment and logistics and handling of cash

Summer Intern - Credit Union Team

• jun. de 2016 - ago. de 2016

Selected to be part of the 2016 summer internship programme at Cantor Fitzgerald. I worked with the Credit Union team in Cantor Fitzgerald, who's objective is to create and sell bond products to the credit unions of Ireland.During my internship I was given many tasks across a wide scale of the industry. This varied from working with Bloomberg or investment portfolio analysis to event organisation and excel work.I entered into my internship hoping to gain a better understanding of the finance industry and to continue my education within the finance world while gaining real life experience at the same time.

Bar Associate

• nov. de 2014 - jun. de 2016