Lucinda Edwards
Summary
Professional with strong background in executive support, adept at managing complex schedules, coordinating meetings, and handling confidential information. Highly skilled in communication, organization, and problem-solving, ensuring seamless office operations. Focused on team collaboration and achieving results, adapting flexibly to changing needs and priorities. Dependable and resourceful, consistently delivering high-quality outcomes.
Overview
17
17
years of professional experience
Work History
Executive Assistant - Investment Banking Division
Morgan Stanley
05.2018 - 03.2022
- Provide executive level administrative support
- Schedule complex senior-level meetings; maintain calendars and CRM entries
- Coordinate high-level individual/group T&E; i.e. flights, limo transfers, dinners, special events and conferences; draft itineraries
- Extensive telephone coverage utilizing multi-line phones
- Prepare expense reports and coordinate reimbursement
- Support daily operations - copying, faxing, filing, maintain supplies
Senior Executive Assistant to Chief Investment Officer
OppenheimerFunds, Inc.
12.2004 - 03.2017
- Chief investment officer had 400 people under his umbrella and 13 team leaders
- Followed up with all 13 direct report Portfolio Managers on what was due, grievances and procedural meetings
- I ran all aspects of my CIOs daily life:
- - Given full rights to calendar and determined what would take place on each day to manage work load
- - Gate keeper both for internal and external time request
- - Advised CIO on the potentially correct responses and events to attend
- - Wrote rough draft communications intended for the 600+ investment personnel
- Capable of creating financial charts for presentations from raw Bloomberg materials
- Planned weekly, monthly, semi-monthly offsite meetings with full final say as to agenda including buying gifts for the yearly investment offsite
- Planned monthly educational meetings for all investments
- Managed my assistant that worked with me as I had two teams of 12 & 24 that I also assisted
- Extensive domestic, international and charter travel including procuring visas and itineraries
- Sat in on high level meetings, took notes, ensured the CIO as well as all attendees followed up on meeting “TO Dos” mentioned.
- Proficient in expenses using Concur and likewise systems
- In addition to working with the CIO I oversaw assistants that helped me with two other teams. I advised and mentored my assistant as well as high school students that came once a week
Executive Assistant to Head of Fixed Income & Chief Economist
OppenheimerFunds, Inc
12.2004 - 01.2010
- Created Chief Economist weekly editorials and presentations
- Compiled research data for International FI Bond Team
- Acted as a liaison between media dept. and new outlets – Chief Economist did a lot of TV spots
- Created Financial Condition Index (FCI) for 9 EM Countries
- Project leader on analysis of adding housing variable into FCI
- Writing correspondences
- Greeting guests
- Setting up lunches
- Answering numerous lines for my team of 12 plus the Head of FI and Chief Economist
- Expense for the Head of Fixed Income and the other team members
- Transcribing notes
Education
BA -
John Jay College
01.2002
Skills
- Bloomberg
- Microsoft Office Suite
- Apple iWork Suite
- Visio
- PowerPoint
- Adobe
- Executive level letter
- CRM
- Strong problem solver
- Office management
- Meticulous attention to detail
- Executive support
- Information confidentiality
- Customer Service-oriented
Timeline
Executive Assistant - Investment Banking Division
Morgan Stanley
05.2018 - 03.2022
Senior Executive Assistant to Chief Investment Officer
OppenheimerFunds, Inc.
12.2004 - 03.2017
Executive Assistant to Head of Fixed Income & Chief Economist
OppenheimerFunds, Inc
12.2004 - 01.2010
BA -
John Jay College
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