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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000




Versatile Executive Support Specialist

Data Analysis ~ Customer Advisement ~ Reconciliation Methods


Productive, quality-oriented Administrative Professional eager to contribute exceptional executive assistance, business support, project management, and interpersonal relation skills toward optimizing operations of a progressive organization.


Qualifications Profile


Ø  Strong technical background with the ability to work independently on multiple research projects, with specialized knowledge of the financial arena, project work, communication strategies and processes, event planning and management, marketing methodologies, data analysis, as well as presentation creation.

Ø  Comprehensive understanding of the financial trading systems arena due to advanced education and training regarding information management and business practices.

Ø  Effectively lead top-performing teams.

Ø  Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.

Ø  Competent mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

Ø  Consistently focus on ensuring development of high-standard financial protocols. 

Ø  Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.

Ø  Technology savvy and proficient in multiple software application systems including; MS Excel, Bloomberg, and FACTSET. 


Functional Competencies


Ø  Effectively collaborate with c-level executives with comprehensive guidance and strategies, including project support.  

Ø  Demonstrate commitment to teamwork in enthusiastically collaborating in special projects and events.

Ø  Demonstrate dynamic leadership qualities and strong communication skills in successfully facilitating financial planning meetings and delivering comprehensive strategies.

Ø  Develop expert plans of action according to specific financial needs, both expeditiously and effectively.

Ø  Capable of in-depth research and data analysis with the purpose of improving efficiency best practices and productivity. 

Ø  Embrace company initiatives and lead process integration efforts throughout various departments.

Ø  Work to standardize cross-departmental communication protocols between various departments in order to break down silo mentality and increase knowledge sharing.

Ø  Stay abreast of most up-to-date financial trends and data in order to offer most viable recommendations to clientele base.    


Professional Career Track


Consultant / Executive Assistant to SVP, Fitch Ratings                                                     2008-Present


  Main responsibilities include;

  Arranging internal and external meetings, conference calls, Web-Ex demos;

  Creating and Maintaining Databases in Excel and Access;

  Conducting short and long term projects as required;

  Implementing travel coordination initiatives (domestic and international);

  Preparing agendas and materials related to meetings and conferences and travel;

  Utilization of PFStar (ratings processing system) to draft rating letter and update bonds;

  Processing expense reports, filing, facilitating internal and external contact;

  Maintaining department calendar, tracking group attendance and providing telephone coverage for group;

  Performing various ad hoc projects as necessary.


Executive Assistant to Head of Client Services, Lehman Brothers                                        2007-2008


  Main responsibilities included;

  Created PowerPoint presentations and Multimedia presentations for Hedge Fund Clients;

  Supported  client service representatives on Equities desk;

  Generated daily reports for trade breaks and fails;

  Handled phones for all reps on the trading desk;

  Compiled agendas/meeting materials, created/updated firm databases and prepared weekly status reports;

  Analyzed and generated reports for client account/fund pipelines;

  Organized welcome packets and arrange meetings for lateral hires / transfers;

  Organized lunches, training sessions etc as required for new full time associates and analysts;

  Coordinated conference logistics;

  Managed Summer Intern Program;

  Performed various ad hoc projects as necessary.


Executive Assistant to 3 Managing Director, Royal Bank of Scotland                                    2006-2007


  Main responsibilities included;

  Conducted research to source potential investment deals;

  Worked on Pitch Presentation books to Private Equity firms and other sponsors and clients;

  Organized clients events including travel, lodging and meetings;

  Processed accounts payable invoices;

  Created PowerPoint Presentation for Private Equity Clients;

  Assisted Human Resources and headhunters with screening and scheduling interviews for potential candidates for Associate, Vice President, Director and Managing Directors positions in Leveraged Finance;

  Processed travel/entertainment expense reports and invoices for payment;

  Converted international currencies for travel/expense processing purposes.


Executive Assistant, Office of the Chairman, President & CEO, Merrill Lynch                      2000-2006


  Primary responsibilities included;

  Worked closely with Corporate Audit team to control and account for the transparency of CEO s annual office and travel expenses; 

  Processed invoices from vendors and business associations; 

  Handled CEO s correspondence to executives and facilitate requests, inquiries and complaints from employees/clients; 

  Processed and track healthcare claims.         


Executive Assistant/Project Specialist to First VP, Merrill Lynch                                         2000-2004


  Primary responsibilities included;

  Tracked sponsorship requests through database and prepared response letters;

  Assisted Grant making officers with due diligence process;

  Tracked Executive Management Correspondence using an internal system;

  Researched sponsorship opportunities in key client markets via internet and phone;

  Coordinated calendar of personal/business appointments, meetings, dining engagements, due diligence/conference calls, heavy domestic/international travel arrangements, and special events and phone coverage;

  Worked closely with Project Managers to compile and distribute financial reporting data;

  Helped develop project budgets and worked closely with finance professionals to forecasts;

  Assisted in implementation of special projects and events;

  Assisted with preparation of Board document preparation and Internet Research.





n BBA - Marketing, Iona College

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