Manage the calendar to maximize productivity by scheduling appointments to minimize travel time and anticipate the time frame required for presentation and answering questions.
February 27, 2022
Develop, maintain, and disseminate knowledge of developments, trends, and opportunities in financial & professional services in both the US and the UK.
May 15, 2022
Provide planning and administrative / logistical support to enable the implementation of high impact, targeted marketing programs and events in conjunction with stakeholder partners (including high level dinners, seminars etc.
May 16, 2022
Contribute to New Business initiatives including active participation to on-board a new product & designing MO work flow, provide analysis/advice around booking strategies & operational procedures.
May 27, 2022
Demonstrated ability to work independently and manage multiple priorities effectively Demonstrated ability to obtain and review complex technical information and clearly articulate conclusions and associated recommendations.
June 01, 2022
Assisting in the continual improvement of the investment reporting production and control processes to optimize efficiency, mitigate risk and incorporate business and product changes, ensuring procedures are maintained in line with all current practices.
June 17, 2022
Support finance team on projects related fund reporting, existing investment performance, and strategic planning and analysis.
June 22, 2022