Support the Project Specialist team consisting of two directors, two associate directors, and three associates
Proactively communicate with investors, ensuring prompt responses to inquiries, fostering positive relationships, and maintaining investor confidence
Conduct comprehensive research on competitors, industry trends, and market conditions, providing critical insights for strategic decision-making in investor relations
Independently manage extensive data rooms on Intralinks for a diverse investor base of over 5,000 individuals, ensuring confidentiality and optimal user experience
Produce meticulous financial data analyses, comprehensive reports, and compelling presentations, emphasizing a commitment to high-quality deliverables
Schedule meetings across disparate time zones, managed complex calendars, and telephone lines for efficient communication and coordination
Coordinate domestic and international travel arrangements with precision, covering transportation logistics, accommodations, and visa requirements
Assist in ensuring strict adherence to relevant regulations and policies in financial operations, contributing to overall compliance and organizational integrity
Administrative Assistant
Ford Harrison
11.2019 - 03.2022
Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
Prepared for court hearings by organizing and summarizing documents, preparing exhibits and reviewing evidence.
Planned and organized internal and external events, meetings and conferences.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Performed research to collect and record industry data.
Administrative Assistant
Surdez & Perez
08.2016 - 10.2019
Managed the business calendar to prioritize and schedule meetings, optimizing organizational efficiency
Played a pivotal role in crafting confidential ad-hoc reports and executing special projects, demonstrating autonomy and proactive follow-up
Nurtured and maintained client relationships by promptly addressing inquiries and providing ongoing assistance, fostering positive interactions
Engaged in drafting correspondence both independently and collaboratively within a team, ensuring clarity and professionalism
Efficiently prepared, processed, and tracked purchase orders and invoices, ensuring timely payments to vendors and contributing to financial integrity