Experience

SX3 Claims Ltd

• Personal Assistant

  • May 2018 - Present

  Southend on Sea, United Kingdom



Spring Ventures LLP

• United Kingdom
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Personal Assistant

  • Jan 2014 - Dec 2020

  London



Electra Partners, Private Equity

• United Kingdom

• Executive Assistant, Deputy Managing Partner

  • May 2013 - Nov 2013

  London, United Kingdom Support to the Deputy Managing Partner and in personal matters where required. Provide support to Partner, Investment Managers and Associate. Complex diary management for both internal and external client meetings. Arrange a wide range of domestic and international business trips, including travel, accommodation, currency & expenses. Deal with a wide range of confidential matters relating to major deals, appraisals, compensation budgets and HR issues Update, collate and distribute… Show more Support to the Deputy Managing Partner and in personal matters where required. Provide support to Partner, Investment Managers and Associate. Complex diary management for both internal and external client meetings. Arrange a wide range of domestic and international business trips, including travel, accommodation, currency & expenses. Deal with a wide range of confidential matters relating to major deals, appraisals, compensation budgets and HR issues Update, collate and distribute board papers ahead of meetings Compose various reports for deal related meetings which are held on a biweekly/monthly basis Event arranging and management Update CRM system Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Executive Assistant, Head of Global Derivatives Sales

  • Mar 2013 - Apr 2013

  Canary Warf, London Provide direct, efficient and accurate support to the Head of Global Derivative Sales, and wider sales/trading team of 60. Provide accurate and timely response to client correspondence and requests. Extensive Global diary management, including in-house and external client meetings. Arrange a wide range of business trips, including organising flights, trains, Visa's, accommodation & expenses.



Ignis Asset Management

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Executive Assistant, Head of European Sales & Head of Institutional Sales

  • Jun 2011 - Mar 2013

  Provide direct support for the Head of European Sales, the Head of Institutional Sales and their respective teams based in London, Glasgow and across Europe. Complex diary management for both internal and external client meetings across time zones. Arrange a wide range of domestic and international business trips, including travel, accommodation & expenses. Work with Compliance and Marketing to update PowerPoint presentations for sales meetings between Fund Managers and… Show more Provide direct support for the Head of European Sales, the Head of Institutional Sales and their respective teams based in London, Glasgow and across Europe. Complex diary management for both internal and external client meetings across time zones. Arrange a wide range of domestic and international business trips, including travel, accommodation & expenses. Work with Compliance and Marketing to update PowerPoint presentations for sales meetings between Fund Managers and clients. Deal with a wide range of confidential matters relating to major deals, appraisals, compensation budgets and HR issues. Prioritise, organise and complete conflicting workloads between teams to strict deadlines. Update, collate and distribute monthly sales packs and presentations.

• Executive Assistant, Head of UK Retail Sales

  • Sep 2008 - Jun 2011

  Provide direct, efficient and accurate support to the Head of UK Retail Sales, and wider UK Retail Sales Team. Deal with highly confidential matters relating to major deals, appraisals, compensation budgets and HR issues. Provide accurate and timely response to client correspondence and requests. Extensive diary management, including in-house and external client meetings. Arrange a wide range of business trips, including organising flights, trains, accommodation &… Show more Provide direct, efficient and accurate support to the Head of UK Retail Sales, and wider UK Retail Sales Team. Deal with highly confidential matters relating to major deals, appraisals, compensation budgets and HR issues. Provide accurate and timely response to client correspondence and requests. Extensive diary management, including in-house and external client meetings. Arrange a wide range of business trips, including organising flights, trains, accommodation & expenses. Update, collate and distribute monthly sales packs and presentations. Organise, manage and facilitate quarterly Fund Update Teleconference between Clients and Fund Managers. Maintain accurate records of client and team activity. Assist and support client events.



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Syndicate Execution, Fixed Income

  • Jun 2008 - Sep 2008

  London, United Kingdom Monitor new issue transactions from mandate to closing. Book and reconcile all new issue trades and follow up on any queries that may arise. Work with syndicate manager on bookbuilding process (reconcile vs other LM systems) Liaise with Sales team & external clients regarding new deals and transactions. Collating information to compile and complete deal files (Sarbanes Oxley standard)

• Corporate Trust

  • Apr 2008 - Jun 2008

  London, United Kingdom Processing of MTN payments and reconciliations Responding to queries from Euroclear and Clearstream



Dresdner Kleinwort

• Investment Banking

• Syndicate Analyst, Fixed Income

  • Jan 2005 - Mar 2008

  London, United Kingdom Follow new issue transactions from mandate to closing, match & reconcile all tickets and follow up on any queries that may arise. Work with Syndicate manager on bookbuilding process (Reconcile vs other LM systems) and support the functions of e-Bookbuilding (Dresdner’s in-house bookbuilding system) Launch transactions over IIIA screens, and ensure Market Data systems were updated (Bookrunner, Bloomberg & e-bookbuilding) Liaise with Sales team & external clients regarding… Show more Follow new issue transactions from mandate to closing, match & reconcile all tickets and follow up on any queries that may arise. Work with Syndicate manager on bookbuilding process (Reconcile vs other LM systems) and support the functions of e-Bookbuilding (Dresdner’s in-house bookbuilding system) Launch transactions over IIIA screens, and ensure Market Data systems were updated (Bookrunner, Bloomberg & e-bookbuilding) Liaise with Sales team & external clients regarding new deals and transactions. Oversee stabilisation procedures and make relevant announcements to regulatory service. Co-ordinate with Common Depository & Legal Department on payment of Issue and organise payment or receipt of cash through stars system (directly linked to the back office) Correspondence: Invitation, closing and power of attorney letters. Process and reconcile invoices incurred through deal expenses. Focusing on EMEA, MTN, Corporate, Financial & ABS products. Co-ordinating with issuing paying agents (IPA) to obtain ISIN & CUSIP codes and Administer Co-Lead/Co-Managed transactions – send acceptance etc. Responsible for the production of various weekly reports.

• Analyst, eCommerce

  • Jan 2004 - Jan 2005

  London, United Kingdom Responsible for the support of Marketing, structuring and executing transactions. Preparation of marketing materials for client presentations. Support and maintenance of client relationships. Responsible for supporting the functions of e-technology including e-bookbuilding and e-roadshow. Liaising with the Syndicate team in advance of the e-bookbuilding process for a new issue. Registration of participators in e-technologies.

• Analyst, Capital Markets Origination

  • May 2002 - Dec 2004

  London, United Kingdom Provide full direct support to Global Business manager. Respond to Day-to-Day requests, providing information and advice and ensuring that issues are properly addressed and resolved. Assist originators to compile and submit monthly reports to management on significant team transactions and associated financial results. Assist and co-ordinate various training seminars in multi-task support for debt and equity business. Liaise with developers and IT departments for all… Show more Provide full direct support to Global Business manager. Respond to Day-to-Day requests, providing information and advice and ensuring that issues are properly addressed and resolved. Assist originators to compile and submit monthly reports to management on significant team transactions and associated financial results. Assist and co-ordinate various training seminars in multi-task support for debt and equity business. Liaise with developers and IT departments for all Origination projects and assist in training/roll out of internal web based solutions. Co-ordinate Deal meetings and generate relevant reports for use within meeting. Produce various HR monthly reports from in-House systems.

• Personal Assistant to MD, Capital Markets Origination

  • Mar 2001 - Apr 2002

  London, United Kingdom Provide support to the Global Deputy Head of Capital Markets Origination within the trade floor environment. Extensive diary management, which includes in-house and external meetings for clients and interviews for candidates.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Team Secretary, Debt Technology

  • Jan 1999 - Mar 2001

  London, United Kingdom

• Security Officer within Equity Margins

  • 1996 - 1999

  Melbourne, Australia

• Assistant, Equity Margins

  • 1995 - 1996

  Melbourne, Australia