Assistant Vice President - Investor Relations Resume Example
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ASSISTANT VICE PRESIDENT - INVESTOR RELATIONS
Professional Summary
Dependable and responsible professional with 14+ years of experience supporting executive level management including CFO and President/CCO. Respected for organizational and interpersonal aptitudes, implementation of strategic initiatives, special project management and results-focused interactions across organization. Boosting efficiency and streamlining procedures for the Investor Relations group.
Accomplishments
- Documented and resolved quarterly reporting which led to timely distributions of the quarterly reports.
- Received a "No Exceptions" audit report from FINRA.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Collaborated with the legal team on process to effectuate transfer agreements in a timely manner.
Skills
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Work History
Assistant Vice President - Investor Relations08/2015 to 04/2020
Brookfield Asset Management Inc – Chicago , IL
Brookfield Asset Management Inc – Chicago , IL
- Oversaw day-to-day operations of compliance department when CCO was out of office.
- Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
- Created new secure online portal for workers and implemented other new technology to improve interdepartmental communications.
- Established and maintained effective, lucrative relationships with customers.
- Provided required follow-up implementation.
- Handled administrative systems to assist senior leadership and over 3 staff members.
- Organized quarterly reports event and coordinated all support logistics for timely and successful execution.
- Coordinated logistics for meeting and travel for executive team.
- Monitored compliance with various types of regulations to avoid Finra penalties.
- Supported CFO, President/CCO and Three team members in administrative functions and systems.
Investor Relations Associate04/2008 to 07/2015
500 Global – Austin , TX
500 Global – Austin , TX
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Prepared and hosted data room while coordinating legal and advisory teams and facilitating due diligence processes.
- Developed team communications and information for Investor Relations team and capital raisers meetings.
- Maintained excellent attendance record, consistently arriving to work on time.
- Managed 50+ calls per day to address customer inquiries and concerns.
- Worked with HNW customers to understand needs and provide excellent service.
Administrative Assistant05/2006 to 03/2008
Mantech International Corporation – Fort Eustis , VA
Mantech International Corporation – Fort Eustis , VA
- Supported efficient meetings by organizing spaces and materials, documenting discussions, and distributing meeting notes.
- Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
- Composed internal memos and external correspondence for senior management and reviewed all documentation to eliminate errors.
- Performed general office duties, including answering multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Executed record filing system to improve document organization and management.
- Maintained staff directory and company policy handbook for human resources department.
- Welcomed office visitors warmly and alerted staff to arrivals of scheduled appointments.
- Monitored CFO's work calendar and scheduled appointments, meetings and travel.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
- Prepared packages for shipment, pickup and courier services for prompt delivery to customers.
- Created detailed expense reports and requests for capital expenditures.
- Scheduled office meetings and client appointments for team of 4 professional 10 Capital raisers.
Education
Computer Science And Administrative Assistant06/1993SCS Business And Technical School-
City
High School Diploma06/1989Chelsea Career And Technical Education High School-
City
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Resume Overview
School Attended
- SCS Business And Technical School
- Chelsea Career And Technical Education High School
Job Titles Held:
- Assistant Vice President - Investor Relations
- Investor Relations Associate
- Administrative Assistant
Degrees
- Computer Science And Administrative Assistant 06/1993
High School Diploma 06/1989
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