Investment RFP Writer

• Jun 2022 - Present

RFP Specialist

• Jun 2020 - Jun 2022

An RFP specialist role focusing on equity, fixed income and multi-asset RFPs, DDQs and client queries. Key responsibilities include: (1) Completion of complex qualitative and quantitative RFPs for sovereign, institutional and wholesale clients and prospects (2) Acting as ‘ESG champion’ for the global RFP team, involving working closely with the SI team to create and update ESG content. (3) Collaborating with stakeholders and SMEs throughout the business to deliver content. (4) Production of headcount reporting for use in submissions, including using VBA to help automate the process. (5) Review and maintenance of content in our RFP database (Qvidian). Show less

HR Projects Analyst

• Apr 2019 - Jun 2020

A project role within HR Strategic Initiatives, working across BMO’s Asset Management and Capital Markets businesses, with an emphasis on the implementation of the Senior Manager's and Certification Regime. Other projects have included Workday implementation and IR35 preparation: (1) Research- Locating, collating and summarising information from a range of regulatory and legal sources to inform decision making. (2) Document Review- Review of legal documents and letters to identify areas of concern and suggesting re-drafts if applicable (e.g. contracts, settlement agreements, side letters). (3) Training Materials- Production of training materials for multiple types of stakeholder (HR and business). Extensive experience of PowerPoint. (4) Process Flows- Creating flows of key processes using Visio for use by the business and for project planning. (5) Forms- Drafting forms for use by stakeholders throughout the business (e.g. forms for conducting fitness and propriety assessments). (6) Proposals- Preparing project proposals for senior stakeholders. (7) Vendor selection- Identifying vendors for a new SMCR IT system and co-ordinating the selection process with other departments, including production of summary documents and costings. (8) Vendor onboarding- Driving the ongoing onboarding of a vendor through due diligence working with supplier risk. (9) Stakeholder engagement- Individually engaging with senior leaders, external stakeholders and team members. (10) Project documentation- Producing project plans and status update documents. (11) Costings- Using Excel to produce costings for senior stakeholders. (12) Policy- Drafting a revised SMCR Fitness and Propriety assessment procedure. (13) Process Analysis- Analyzing processes to identify areas of improvement. Show less

Quality System Coordinator

• Oct 2017 - Mar 2019

Mitsubishi Tanabe Pharma Europe is involved in the clinical development of medicines for sale in European markets. It is part of the Mitsubishi Tanabe Pharma Corporation which is one of Japan's leading pharmaceutical companies. (1) QSD Management- Managing our QSD management system at every stage of the QSD lifecycle. (2) QSD Review- Extensive review of QSDs. (3) Training- Giving training for staff on QSD management and e-learning systems. (4) Training Materials- Creation of training materials. (5) Cooperation- Cooperating with colleagues in Japan, China, Germany and the United States to enable compliance. Amongst other things this includes a regular global teleconference. (6) Incident Reports- Writing of Incident and CAPA reports. (7) Incident Meetings- Leading Incident meetings. Show less

Administrator

• Dec 2013 - Oct 2017

The St Nicholas Cole Abbey Centre for Workplace Ministry is an umbrella organisation encompassing three lunchtime talks. (1) Completion of a £600,000 building project- dealing with contractors. (2) Maintenance of our two facilities in the City- liaising with contractors about building work, meeting with developers and health and safety. (3) Events management- client relationships and organising events for upwards of 100 people. (4) Human resources- writing safeguarding and health and safety policies, conducting staff inductions and writing job descriptions. (5) Administrative support to the incumbent- diary management and letter writing. (6) General office operations- managing website, multimedia and procurement. Show less

Buildings Assistant

• Apr 2014 - Feb 2016

St Helen’s Bishopsgate is an Anglican Church in the City of London with a staff team of over ninety. It operates multiple facilities which are used by over 2,000 people per week. (1) Managing a team of 10 ministry trainees- day to day instruction, motivation and quality control. (2) Research- archive research and procurement. St Helen’s Bishopsgate is an Anglican Church in the City of London with a staff team of over ninety. It operates multiple facilities which are used by over 2,000 people per week. (1) Managing a team of 10 ministry trainees- day to day instruction, motivation and quality control. (2) Research- archive research and procurement.

Assistant Manager

• Dec 2013 - Apr 2014

The Wren Coffee is a coffee shop based at St Nicholas Cole Abbey. It opened in early 2014 and won an award for being ‘London’s Best New Coffee Shop in 2014’. I was on the team which set it up. (1) Customer service- dealing with customer requests and complaints. (2) Recruitment- preparing and conducting interviews for staff. (3) Management- managing a team of up to four other staff in our day to day operations. (4) PR- assisting in construction of our brand and publicity. (5) Procurement- researching and purchasing equipment. (6) Minute taking- taking and circulating minutes of meetings. Show less

Administrative Assistant

• Mar 2012 - Dec 2013

A role working for an educational and campaigning organisation. (1) Database- Keeping a database of supporters and donations. (2) Telephone- Answering calls from members of the public including MPs, Peers and Bishops and dealing with challenging members of the public over the telephone. (3) Travel management- Arranging transport for senior staff. (4) Letter writing- Responding to written enquiries from members of the public and the production of letter templates. A role working for an educational and campaigning organisation. (1) Database- Keeping a database of supporters and donations. (2) Telephone- Answering calls from members of the public including MPs, Peers and Bishops and dealing with challenging members of the public over the telephone. (3) Travel management- Arranging transport for senior staff. (4) Letter writing- Responding to written enquiries from members of the public and the production of letter templates.