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Work Background
InvestindustrialCapital Solutions Coordinator
Aug. 2024 - Jan. 2025United Kingdom
InvestindustrialInvestor Relations Coordinator
Jun. 2024 - Aug. 2024London Area, United Kingdom
Hambro PerksExecutive Assistant | Business Operations Associate
Sep. 2023 - May. 2024London, England, United Kingdom
Hambro PerksPersonal Assistant
Oct. 2022 - Aug. 2023London, England, United Kingdom
Montagu Private EquityInterim HR Talent Coordinator
Dec. 2021 - Aug. 2022London, England, United Kingdom
Eisler CapitalAssistant
Jul. 2021 - Dec. 2021London, England, United Kingdom
Leftfield Advisors LimitedManager
Jun. 2019 - Jun. 2021London, England, United KingdomLeftfield Advisors is a Private Equity Real Estate consultancy. • Project managed the design and implementation of Salesforce CRM including the migration of data from an earlier not-fit-for-purpose system
• Manages investor and prospects enquiries
• Moderation of fundraising via co-ordination of sales team and back office
• Contribution to quarterly reporting data employing qualitative research
• Responsible for distribution of client correspondence
• Member of marketing committee, contributing to firm’s creative guidelines and responsible for supervision of branding updates in print & digital media
• PA to Founding Partner and CEO
ECI Partners LLPTeam Assistant
Feb. 2018 - Dec. 2018London, United KingdomECI is the UK's leading growth focused private equity firm. • Origination Team project work which included putting together a potential list of target companies and sourcing bolt-on acquisitions for a portfolio company
• Finance Team GDPR project work which included assisting the Finance Director
• Supported senior execs through diary management, travel itineraries and ad-hoc administration
• Maintained office facilities through managing suppliers and coordinating orders
Killik & CoExecutive Team Assistant
Jan. 2017 - Jan. 2018London, United KingdomKillik & Co offers wealth planning and investment management for the retail market. Supported a team of five Investment Managers:
• Written communication to prospective and existing clients
• Maintained client records for day-to-day client servicing adhering MiFID II requirements
• Collected KYC information to ensure efficient account opening and transfers
• Monitored account debt and instructed internal transfers and foreign exchanges
Vintage Asset ManagementInvestment Assistant
Jul. 2015 - Jan. 2017London, United Kingdom• Prepared performance and attribution reports for client meetings • Produced monthly factsheets for model-based portfolio service
• Tracked overall service performance for inclusion in sales brochures
• Managed relations with IFAs, suppliers, providers and underlying clients to ensure requests for information and regulatory requirements were met
Vintage Asset ManagementPA to the Directors
Jul. 2014 - Jun. 2015• Supported the Client Account Manager with client onboarding and servicing
• Assisted the Investment Director with client correspondence and administration
Empire Asia Investments Ltd.Office Temporary
Sep. 2012 - Jun. 2013London, United Kingdom• Daily research into breaking news focused to the company’s interests
• General research into energy markets and distributed reports to directors
The TimesWork experience
Sep. 2012 - Sep. 2012London, United Kingdom• Collated database for staff contacts and press agency logins
• Tested login names and passwords
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