Executive Assistant

• Spearheaded regional vendor training initiatives, overseeing coordination of attendance, venues, and logistics, while
concurrently developing comprehensive training materials and tipsheets for enhanced program effectiveness
• Communicates with users to understand their business function and use of data application, content and services
• Liaises with users to collect feedback on the quality and usability of research and data services
• Promoted to lead streamlined onboarding for 100+ new hires across North America, ensuring efficiency and a
positive orientation experience through strategic coordination and process optimization

• Processed over $1M in outstanding invoice requests and payment tracking using Concur
• Planned, organized, and executed successful events, from conception to completion
• Facilitated regular team meetings to discuss project progress, identify potential roadblocks, and plan next steps • Coordinated and managed several calendars to ensure optimal use of time

• Managed operations for the VP of Research & Data Services, and the VP of Product Development including calendaring, coordinating global travel, filing expense reports via the Concur platform, and developing quarterly presentations
• Collaborated with and provided cross-functional support to the Global Head of Research services including driving ad hoc projects, coordinating and scheduling 1k+ meetings
• Reached out to 200+ firms to get approval on Bloomberg entitlement and migrated 200+ legal contracts from one platform to another on the behalf of the Research Services Team
• Coordinated and streamlined onboarding process for over 100+ new-hire trainings for the North American investment unit

• Managed office logistics and operations for investment professionals, assistants, and external clients including processing work orders and shared reports with the Investment Group to determine future workplace service strategy
• Switchboard operator for 200+ calls per diem
• Partnered with 250+ assistants across 4+ investment firms to ensure seamless meetings
• Authorized security access control and renewing badges for 300+ Los Angeles associates

• Media assistant to US Head of Public Relations department
• Assisted in the setup and operation of editing equipment and software, contributing to a smooth and productive
environment
• Coordinated and managed post-production schedules, ensuring timely delivery of final products in adherence to
project timelines
• Managed inventory and supplies for the post-production department, ensuring that necessary materials were readily
available for ongoing projects