Experience

One William Street Capital

• United States
• Financial Services
• 1 - 100 Employee

• Executive Assistant to Investor Relations/Client Services Team

  • Oct 2019 - Present

  - Continue to serve as direct assistant and gatekeeper for Partner's phone, calendar and meetings. - Assist Client Services Manager with ad hoc projects, including collecting electronic K1 consents from investors. - Arrange travel for Investor Relations team. - Update Consultant Databases with performance numbers, NAV and AUM. - Track audit confirmation requests. - Update employee headcount/hires/departures. - Draft & send emails to investment publications, including monthly… Show more - Continue to serve as direct assistant and gatekeeper for Partner's phone, calendar and meetings. - Assist Client Services Manager with ad hoc projects, including collecting electronic K1 consents from investors. - Arrange travel for Investor Relations team. - Update Consultant Databases with performance numbers, NAV and AUM. - Track audit confirmation requests. - Update employee headcount/hires/departures. - Draft & send emails to investment publications, including monthly Excel updates - Use & understanding of CRM databases (Dynamo) & data sites (Preqin) - Communicate with current and prospective investors to arrange meetings, conference calls, etc. - Update marketing materials, pitchbooks and Operational Due Diligence material for Marketing/IR team

• Administrative Receptionist & Assistant to Partner/Head of Business Development

  • Jul 2016 - Oct 2019

  Greater New York City Area Reception Responsibilities: - Greet incoming business professionals for meetings & coordinate schedules for multiple conference rooms - Field phone calls into direct lines of CEO/CIO, COO, CFO and mainline - Manage calendars, appointments, meetings and interviews - Book and organize travel for 12 employees, including flights, hotels, private transportation, itinerary preparation, etc. - Knowledge of Concur. Compile and collect data for multiple employee travel and expense… Show more Reception Responsibilities: - Greet incoming business professionals for meetings & coordinate schedules for multiple conference rooms - Field phone calls into direct lines of CEO/CIO, COO, CFO and mainline - Manage calendars, appointments, meetings and interviews - Book and organize travel for 12 employees, including flights, hotels, private transportation, itinerary preparation, etc. - Knowledge of Concur. Compile and collect data for multiple employee travel and expense reports. - Prep and mail K1s/tax documents to current investors, utilize Fedex for shipping of legal documents. - Order office supplies, organize supply closets and assist with upkeep of communal office spaces. - Provide an always positive and welcoming energy for all staff, clients and personnel, including a can-do & team player mentality Assistant Responsibilities: - Serve as gatekeeper for Partner's phone, calendar and meetings. - Communicate with current and prospective investors to arrange meetings, conference calls, etc. - Coordinate with executive recruiters during hiring of new Managing Director, i.e. heavy calendar coordination, communication and ensuring hiring process remained on need-to-know basis. - Update marketing materials, pitchbooks and Operational Due Diligence material for Marketing/IR team - Draft & send emails to investment publications, including editing Excel spreadsheets w/ updated monthly investment performance numbers. - Use & understanding of CRM databases (Dynamo) & data sites (Preqin) Knowledge of Microsoft Office, Excel, PowerPoint and Concur.



Freelance

• Egypt
• Human Resources
• 1 - 100 Employee

• Yoga Instructor

  • Dec 2013 - Present

  Greater New York City Area Susan began practicing yoga in 2005 as a compliment to her professional modern dance career. Since 2013 she has been teaching around New York City and specializing in sessions that are custom designed to fit client specific needs - including movement, rest & breath - by creating a step-by-step approach. Specialties include: Shoulder Joint, including injuries + dysfunctions Women's Health + Fertility Nervous System + Restorative Yoga Sacroiliac Joint, including low… Show more Susan began practicing yoga in 2005 as a compliment to her professional modern dance career. Since 2013 she has been teaching around New York City and specializing in sessions that are custom designed to fit client specific needs - including movement, rest & breath - by creating a step-by-step approach. Specialties include: Shoulder Joint, including injuries + dysfunctions Women's Health + Fertility Nervous System + Restorative Yoga Sacroiliac Joint, including low back pain Ashtanga-based Vinyasa Prenatal Yoga Yoga for Cancer Yoga for Dancers Certifications include: 500hr (Yoga Medicine) 85hr Sacred Fertility Prenatal (Sonic Yoga) 300hr (The Shala) 200hr (Greenhouse Holistic) Intentions when working with clients: - Strive to help with any ailments, whether chronic or acute, whether physical or emotional, to the best of my ability. - Utilize various methods of yoga, including vinyasa, hatha & restorative. - If working with a chronic or acute injury, she can coordinate with your medical provider & holistic team to help throughout the healing process. - Help to track progress throughout your journey and bookmark stages of development, successes or changes. - Approach each individual as (beautifully) unique. - View the body & mind as a whole, integrated, intricate system. - Have an understanding that a path toward healing is not one-size-fits-all! For more info, visit: alegria-yoga.com Show less


Professional Modern Dancer
• Various NYC Modern Dance Companies

  • Jul 2008 - May 2018


Bikram Yoga NYC

• United States

• Senior Manager

  • Jun 2014 - Jun 2016

  Greater New York City Area