SHERRY MARION BASCOM
Pompano Beach
Summary
Detail-oriented Executive Assistant with extensive financial industry experience, adept at managing complex calendars and coordinating high-stakes meetings. Proven track record in enhancing organizational efficiency through meticulous travel arrangements and effective communication with senior executives.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Executive Assistant
HPS Investment Partners, LLC
11.2009 - Current
- Executed comprehensive administrative support for Vice Chairman for Americas, two Portfolio Managers, and one Vice President.
- Demonstrates superb expertise in the manipulation of complex calendars daily by successfully coordinating, scheduling and maintaining various meetings, board meetings, conferences and panels.
- Interact frequently with Senior Executive management for various Portfolio Companies (interaction often includes the Chairman's, CEOs, CFO's & Exec Assistants) and board members of all portfolio companies, coordinate board meetings and all ad hoc meetings.
- Coordinate Investor Due Diligence meetings with all relevant HPS departments, create meeting agendas and prepare diligence materials. Also plan, coordinate and execute the various Fund's Annual General Meeting and all Oversight Committee meetings.
- Duties includes extensive and frequent travel arrangements for domestic and international travel.
- Book conference rooms for internal and external meetings, coordinate the registration of external guests, set up video and audio conference calls and arrange catering for in-office and external meetings.
- Answered multi-line phones, screened and routed calls to ensure efficient communication flow.
- Provide back-up coverage to two additional Executive Assistants and their respective teams.
- Monitor manager's inbox, prioritize emails, escalate urgent matters to all relevant parties and respond accordingly to all other inquiries.
- Organize and prepare marketing materials, research, summarize and create informational materials from Preqin, Pitchbook and Salesforce.
- Prepare extensive and very detailed expense reports in Workday system. Retrieve missing receipts by reaching out to vendors to ensure complete and accurate completion of expenses.
- Maintained records of gifts and entertainment information in PTCC, ensuring compliance with HPS rules and regulations.
- Actively maintain a database of over twenty-five thousand contacts in Microsoft Outlook and CRM database (Salesforce).
- Acted as point person for investors in Private Growth Fund, liaising with Investor Relations, Fund Administrators, and Fund Accounting to facilitate distribution of Quarterly Letters, Schedule K-1s, and Capital Call letters.
Executive Assistant
Bear Stearns/J.P. Morgan Asset Management
12.2006 - 11.2009
- Performed all administrative duties for Portfolio Manager and two Managing Directors in Private Growth Equity.
- Scheduled and managed complex calendars to facilitate fundraising efforts, including road shows, ensuring optimal use of time and resources.
- Duties included making extensive and frequent travel arrangements for domestic and international travel.
- Secured visas and entry documents for international travel.
- Coordinated logistics for Portfolio Manager and Managing Directors to attend global conferences in Media, Communications, and Technology, enhancing industry engagement and networking.
- Created and Maintained spreadsheets in Excel with existing and prospect clients.
- Daily responsibilities included preparing correspondence on behalf of the Portfolio Manager, answering multi-line phones and screening all calls.
- Created and submitted detailed expense reports for all expenses in Ariba; this also included reconciling the corporate card statements.
- Monitored corporate cash expense account to ensure accuracy.
- Prepared invoices in QuickBooks and processed reimbursements for expenses associated with travel for board meetings and any other relevant expenses incurred for and on behalf of portfolio companies.
- Planned and executed Funds Annual General Meetings, secured venue, ordered marketing gifts, and prepared materials for 150 investors, contributing to successful stakeholder engagement.
Executive Assistant
Paramount Biocapital, Inc.
04.2003 - 10.2006
- Managed administrative duties for two Managing Directors, including travel arrangements, calendar management, correspondence preparation, expense reporting, and call screening.
- Coordinated mass mailings for audited financials, Schedule K-1s, and quarterly statements for over three hundred clients on a regular basis.
- Verified timely receipt and compliance of documents and investments submitted by investors with SEC and NASD regulations and deadlines.
- Opened and maintained brokerage accounts for clients.
- Received buy and sell orders and ensured trades were executed successfully.
- Created and maintained databases in Excel for clients and their investments.
- Assisted Brokers with raising capital for new investments in the Biotech and Medical Devices Industries.
Education
ASSOCIATES DEGREE - European History and English Literature
UNIVERSITY OF THE WEST INDIES
Trinidad And Tobago06-1996
Skills
- Microsoft Office Suite
- Workday
- CRM (Salesforce)
- Calendar management
- Travel coordination
- Meeting logistics
- Concur
- Financial Coordination
Certification
- SERIES 7, NATIONAL ASSOCIATION SECURITIES DEALERS (NASD)
- SERIES 63, NATIONAL ASSOCIATION SECURITIES DEALERS (NASD)
Activities
- Travel
- Learning languages and exploring cultures
- Physical fitness
- Spending time with my dogs (Lily & Micky)
Timeline
Executive Assistant
HPS Investment Partners, LLC
11.2009 - Current
Executive Assistant
Bear Stearns/J.P. Morgan Asset Management
12.2006 - 11.2009
Executive Assistant
Paramount Biocapital, Inc.
04.2003 - 10.2006
ASSOCIATES DEGREE - European History and English Literature
UNIVERSITY OF THE WEST INDIES