LiveCareer-Resume
LiveCareer

assistant vice president investor relations resume example with 13+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
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
  • Department Policies & Procedure Implementation
  • Internal / External Communications
  • Coordination of Administrative Activities
  • Process management oversight
  • Service Desk Team Management
  • Patient-Focused Quality Service
  • Corporate Presentations
  • Policy Compliance
  • Prospecting Clients
  • Managed Service Provider (MSP) Relationship Management
  • Customer Service Optimization
Work History
Assistant Vice President - Investor Relations, 08/2015 - 04/2020
 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 Associate, 04/2008 - 07/2015
 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 Assistant, 05/2006 - 03/2008
 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 Assistant, Expected in 06/1993
-
SCS Business And Technical School - Brooklyn, NY,
GPA:
Status -
High School Diploma: , Expected in 06/1989
-
Chelsea Career And Technical Education High School - New York, NY,
GPA:
Status -

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

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

  • High School Diploma

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Similar Resume

Vice President, Investor Relations Resume

vice president, investor relations

Terex Corporation

Monroe, Connecticut

Vice President, Head of Investor Relations Resume

vice president, head of investor relations

Bear Stearns Asset Management

Brooklyn, New York

Assistant Vice President of Customer Relations Resume

assistant vice president of customer relations

Urban Equities Incorporated

lithia springs, georgia

View All
*As seen in:As seen in: