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Network Power<100 people
Roles
✨66%
Business Owner
🧨66%
Consulting
💸33%
Marketing
Geos
🇺🇸33%
United States
Work Background
J.P. MorganSenior Executive Assistant to HG Syndicate & Short Term Fixed Income
Jan. 2025New York, New York, United States
J.P. MorganExecutive Assistant to HG Syndicate and Short Term Fixed Income
Jun. 2023 - Dec. 2024New York, New York, United States
Global Atlantic Financial GroupTemporary Senior Executive Assistant
Jun. 2022 - Aug. 2022New York, NY- Provided assistance to the CIO and COO + some of the investment team when needed
- Booked travel through a travel agency
- Submitted all expenses in Concur
- Managed calendars and email in Outlook
Warburg Pincus LLCTemporary Executive Assistant
Feb. 2022 - Apr. 2022New York, New York, United States- Provided support to 9 team members (5 Analyst & Associates, 4 EIRs)
- Coordinated extensive travel through travel agency for all team members
- Submitted all expenses and invoices monthly in Concur
- Responsible for calendar management, meeting coordination, conference calls for each individual on the team in Outlook
- Worked with a team of ~10 executive assistants
Gotham Consulting PartnersExecutive Assistant/Business Development/Recruiting Coordinator
Apr. 2018 - Aug. 2021New York, New York- Provided high-level executive support to Managing Director, Senior VP, Associates, and Analysts
- Updated marketing decks in PowerPoint across 7 sectors for new and existing clients
- Assisted with corporate on boarding/off boarding process (HR paperwork, and IT setup)
- Business Development (outreach and scheduling) - managed 150 + accounts through Salesforce
- Calendar management, meeting coordination, conference calls and event planning for office
- Took minutes for all active deal related calls
- Main point of contact for all undergraduate and graduate recruitment
Carlson Capital, L.P.Executive Assistant
Apr. 2012 - Nov. 2016Greater New York City AreaProfessional Duties:
- Supports CIO/Head of Equity Relative Value, Head of Marketing and Head of Talent Management.
- Coordinates travel for CIO, Head of RVAL, Head of Marketing, Head of Talent Management and 5 Portfolio Managers and their analysts.
- Creates and edits investment and marketing materials for Head of RVAL and IR team.
- Calendar management, meeting coordination, conference calls and event planning for NY office.
- Works on creating, collaborating and editing materials for weekly calls and presentations for the Relative Value Team.
- Corresponds with investors and outside organizations regarding potential and ongoing deals.
- Proficient in Microsoft Office (PowerPoint, Word, Excel and Outlook), Bloomberg, Thompson One, Capital IQ, Adobe, and Taleo - on Apple and PC systems. Recruiting:
- Main point of contact for recruiting in our NY office - coordinates with top recruiters to fill PM/analyst positions in the NY office.
- Created a company org. chart for the NY, CT and London offices.
- Created and updates our interview templates for the Head of RVAL and Head of Talent Management.
- Maintains our Taleo database for the all recruiting under Head of RVAL.
Carlson Capital, L.P.Receptionist/Administrative Assistant
Jul. 2006 - Apr. 2012Dallas, Texas
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