Years of experience: 5

FinanceBanking & Capital MarketsInvestment ManagementInvestment OfficerFinancial Analyst

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Ingvild's Career Path
Private Wealth AssociateJun. 2021 -
Apr. 2023
Craigs Investment PartnersPrivate Wealth Associate
Christchurch, Canterbury på New Zealand, New Zealand- Advised a portfolio of over 300 private wealth clients with portfolio values over NZD $250,000, and provided strategic equities and fixed interest investment recommendations. - Supported a team of 4 wealth managers, collaborating on portfolio management and client servicing initiatives. - Conducted in-depth technical stock analysis and calculations using Refinitiv and Microsoft Excel, optim...
Credit ControllerJul. 2020 -
May. 2021
Just WaterCredit Controller
Auckland, New Zealand- Managed a ledger of over 5,600 business accounts, ensuring timely payments and maintaining a high level of customer retention. - Investigated and resolved billing and account discrepancies, employing meticulous attention to detail to reconcile accounts and address customer concerns. - Implemented credit control policies and procedures, streamlining processes and optimizing collections effic...
Personal AssistantSep. 2019 -
Dec. 2019
Helen Gilbert Employment LawyerPersonal Assistant
Auckland, New ZealandAs a personal assistant I was responsible for: - Accounts Payable - Accounts Receivable - managing emails, databases and filing systems - establishing and organising case files - organising meetings - managing expenses and case costs - proof-reading and preparing reports for accuracy and completeness - organising and preparing documents and evidence for case interviews - perform legal researc...

Ingvild's Posts

  • About myself

    Armed with experience in Investment Advisory, Credit Control and Office Administration I bring to the table a diverse skill set. I am adept at managing remote work efficiently.

  • Job Description

    I am in pursuit of a remote position that offers the perfect blend of autonomy, growth, and professional development. I am highly interested in a role that leverages my skills, but also provides opportunities for me to grow alongside the company, contributing to its success.

  • How to contact

    If you're interested, please fill the form. P.S. If you know a right person, please make an intro or share with him/her the link to this page.

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