A C-level Executive Assistant with over 20 years experience performing high-level administrative support to the Chief Marketing Officer of a leading global asset management firm. Strong knowledge of financial services with proficiency in technical skills such a business software and protocols. Expert knowledge in "managing up" and understanding the Executive's voice. Consistently work proactively to manage competing priorities, deadlines and a demanding workload. A dedicated learner keeping current with industry trends.
Overview
18
18
years of professional experience
Work History
Executive Assistant to Chief Marketing Officer
American Century Investments
03.2020 - Current
Provide business and administrative support to CMO including managing a complex schedule and email inbox, including tracking action lists on an hourly, daily and weekly basis.
Draft internal and external communications and correspondence on behalf of the CMO
Oversee the creation of briefing documents, including talking points and event briefings
Organize internal and external meetings across multiple timezones for the CMO and Head of Brand, including notifying attendees, reserving conference rooms, handling logistics, drafting and distributing agendas, and taking minutes
Manage all travel arrangements for the CMO
Track and reconcile monthly credit card statements in a timely manner for CMO and Head of Brand, involving submitting expense reports
Provide special project support. to the CMO including serving as a Project Manager for the roll-out of a revamped Practice Management program designed for Advisors called ClientBuilder involving the creation of three new modules to help keep advisors pipeline flowing
Managed the CMO's quarterly newsletter from start to finish by vetting topics that are most impactful, creating content, liaising with the Head of Editorial and Head of Design to implement illustrations to enhance the newsletter and then deploying it to a large senior internal audience leveraging Staffbase for the email build and deployment
Support CMO on specific high-level Marketing projects both commercial as well as people-related (especially those requiring cross-team coordination
Lead internal communications within the Marketing organization including arranging quarterly town hall events and off-sites
Support and developing Marketing Leadership forums including managing agenda items, managing Microsoft Teams channels for Marketing
Coordination of planning and review sessions across Marketing Leadership each quarter being point contact for other teams.
Coordination of any cross-marketing initiatives or meetings
Executive Assistant, Legal & Compliance
TWO SIGMA INVESTMENTS
08.2018 - 02.2020
Manage complex, busy calendars for three Managing Directors in L&C and provide backup coverage for the General Counsel and Chief Compliance Officer
Screen calls for 5 MDs and deliver timely & detailed receipt of messages
Compile agendas for internal staff meetings and coordinate/facilitate the agendas of incoming meetings
Greet guests and prep ahead of external meetings involving presentations, demos, etc
Maintain Business Reporting Grid via G Suite
Generate travel arrangements & itineraries for both international and domestic trips with respect to 5 MDs
Generate timely T&E reporting
Maintain timely and accurate logs & records
Prepare presentations, memos and letters on a frequent basis
Coordinate team events, CLE trainings and off-sites on a recurring basis
Prepare and facilitate the execution of legal documents and the filing of originals.
Administrative Assistant, Aladdin Product Group
BLACKROCK
12.2010 - 07.2018
High level support for four Managing Directors which involves working in a fast paced environment and daily interaction with Executive Committee & C-level executives, senior management, clients and service providers
Managed workflow of reporting for client meetings
Managed complex calendars with priority on resolving conflicts as they occur and prioritizing demands in requests for meetings, etc
Successfully executing on the en-to-end logistics of external/internal off-sites and corporate functions both locally and internationally
Compiled the itineraries and complex travel arrangements for the international and domestic travel of the leadership team
Created and editing presentations, project plans and various memos for the leadership team
Generated meeting minutes and distributed them to the team with action items or next steps
Maintained a leadership role in managing team’s SharePoint site
Tracked vacation and appropriate coverage for the team
Managed the onboarding of new hires
Scheduled meetings involving several time zones and ensuring seamless execution of relevant logistics involved
Met and greeted visitors and clients, coordinate conference rooms, multimedia requirements, catering, guest Wi-Fi access, etc
Partnered with Office Services to ensure the teams’ office space was kept tidy and was a point of contact in case anything needed repair with regard to workspace
Liaised with IT to ensure technology needs were met for the team
Processed and tracked expense reports for the team
Owned all distribution lists, shared calendars, shared documents, and prospective client meeting pipeline
Handled multiple concurrent assignments relative to the onboarding of custodial clients to our flagship risk and portfolio management system with a high degree of accuracy and prioritizing those with hard deadlines.
Executive Assistant to CTO
THE D.E. SHAW GROUP
05.2008 - 08.2010
Managed project data source for all systems managers by coordinating and facilitating the workflow of project plans
Tracked IT spend within the company, which was then used to compile an IT budget for 2008 and 2009
Facilitated Technology Information Sessions
Managed calendars for 5 MDs and compiled monthly project status reports which were submitted to the Executive Committee
Generated expense reports & complex international and domestic travel
Registered qualified IT staff for conferences, workshops and training and prepared necessary travel arrangements
Set-up meetings, conference calls, video-conferences, both internally and externally
Managed the logistics and administrative detail for our Disaster Recovery projects
Prepared agendas for meetings by creating presentations, meeting notes, etc
Coordinated office and seating accommodations for new hires and existing staff
Obtained authorization for the payment of service agreements and contracts
Took ownership of the entire event planning process from research to the contract negotiation and approval stage, which involved meticulous planning and attention to detail.
Executive Assistant to Chief Development Officer & Senior Managing Director for Equities Trading
BEAR STEARNS & COMPANIES
07.2006 - 05.2008
Industry research relating to: Business Continuity Planning, Information Security & Reg NMS
Compiled and distributed monthly and quarterly department-wide newsletters / memos featuring new research
Conducted domestic and international travel arrangements
Maintained CDO’s calendar – scheduled meetings, video conferences and Web enabled meetings
Managed recruitment efforts for department’s NY office which involved identifying suitable candidates and working with recruitment agencies in scheduling appointments for interviews
Handled the logistics for meetings: face-to-face & web-enabled.
Education
BACHELOR’S DEGREE - Liberal Arts And Sciences
NEW YORK UNIVERSITY
New York, NY
05.2002
Skills
MacOS
Report Development
Information confidentiality
Logistics Coordination
Training Schedule Setup
Invoice Preparation
Windows
Google Android
ACT!
Salesforce
Bloomberg
Gartner marketing research
Barrons
MS Office Suite
G Suite
SharePoint
Visio
Staffbase formerly Bananatag
Lotus Notes
Slack
MS Teams
Symphony
Workday
Wiki
Crystal Reports
OneNote
OneDrive
JIRA
Clarity
Task Delegation
Conflict Management
Timeline
Executive Assistant to Chief Marketing Officer
American Century Investments
03.2020 - Current
Executive Assistant, Legal & Compliance
TWO SIGMA INVESTMENTS
08.2018 - 02.2020
Administrative Assistant, Aladdin Product Group
BLACKROCK
12.2010 - 07.2018
Executive Assistant to CTO
THE D.E. SHAW GROUP
05.2008 - 08.2010
Executive Assistant to Chief Development Officer & Senior Managing Director for Equities Trading
Infrastructure Engineer at American Century Investments (Contract Via Align)Infrastructure Engineer at American Century Investments (Contract Via Align)