Rotated through various departments within the firm on a 4-month basis:
Business Development – International Wealth Management Team (June – September 2016 NY)
- Managed complex calendars, facilitated communication and logistics with clients
- Conducted meeting minutes at each meeting and presentation to distribute to the global team
- Assisted with ad-hoc projects. Created power point presentations shown to 500+ employees/clients
- Updated Senior Business Development Manager’s CRM daily
- Coordinated travel plans and set itinerary for managers
- Updated monthly expense reports
Fixed Income – High Yield and High Grade Team (October – January 2016 NY)
- Updated and organized all meeting materials and conducted meeting minutes to distribute to the team weekly
- Responsible for updating monthly marketing materials for the heads of both the High Yield and High Grade teams
- Tracked new issues and pricing in high yield bond and loan markets daily to put into presentations for the head of High Yield
- Completed analytical write ups for potential investments
Group Marketing & Editorial Team (June - September 2015 London)
- Worked alongside the Aberdeen marketing team in London as well as the broader European team to coordinate various marketing events and campaigns
- Updated monthly calendar and coordinated travel plans for the Head of Group Marketing
- Updated monthly expense reports
- Proof read and repurposed investment literature for Aberdeen’s website and social media platforms
- Worked with the broader European team to provide feedback on current content management issues to report back to the Head of Group Marketing
Alternatives – Property Multi Manager Team (February - May 2015 Philadelphia)
- Updated new and existing funds in our alternative investments software for Head of PPM, Americas, sourcing new information from multiple news sources
- Attended various screening meetings and wrote meeting minutes for Head of PPM
- Maintained and updated the team CRM daily
- Coordinated travel plans and managed calendar for the team
RFP/Consultant Services Team (October – January 2015 Philadelphia)
- Completed proposals for existing and prospective clients on a daily basis
- Coordinated with Business Development team for presentation deadlines
- Proofread all presentations
- Calculated and updated quarterly fixed income portfolio turnover for the head of RFP
- Attended monthly business development meetings and conducted meeting minutes for the team
Compliance Team (June – September 2015 Philadelphia)
- Updated and reviewed various reports for the head of Compliance, Americas
- Maintained and organized My Compliance Office and Aberdeen’s Form ADV
- Proofread and updated compliance manual
- Reviewed and edited numerous legal documents for alignment to compliance team standards