Geraldine Heaney

Executive Assistant and Operations Professional with almost ten years' experience supporting senior executives, investment professionals and international stakeholders within global investment management. Beginning my career as Executive Assistant to the Co-Head of Real Estate Finance and Chief Financial Officer at Intermediate Capital Group (ICG), I progressed into Fund Accounting and Loan & Trade Operations, developing a unique combination of executive support, commercial awareness and operational expertise. Known for bringing structure, professionalism and calm to demanding environments, I have managed complex executive schedules, coordinated high-profile meetings, supported investment operations and produced executive-level documentation with accuracy and discretion.

I take pride in anticipating needs, building trusted relationships and delivering consistently high standards of work. Alongside my corporate career, I provide executive writing support to a U.S. immigration attorney, having drafted more than 60 successful recommendation letters for Extraordinary Ability (O-1) visa petitions. This experience further reflects my exceptional written communication, attention to detail and ability to produce high-quality work under pressure.

Executive Assistant to the Co-Head of Real Estate Finance & Chief Financial Officer at Intermediate Capital Group plc (ICG) (2015-11 – 2018-07)

Provided dedicated Executive Assistant support to the Co-Head of Real Estate Finance and Chief Financial Officer while supporting the wider Portfolio Management team.

• Managed complex executive diaries and multiple Outlook inboxes, ensuring changing priorities were coordinated seamlessly.
• Coordinated domestic and international travel, including detailed itineraries and logistics.
• Organised Investor Days, executive meetings and senior stakeholder events.
• Prepared Investment Committee agendas, meeting papers and accurate committee minutes.
• Processed executive expenses through Expensify.
• Produced PowerPoint presentations, reports and executive documentation.
• Acted as the primary point of contact for investors, advisers and external stakeholders.
• Managed highly confidential board papers, executive correspondence and sensitive documentation with complete discretion.

Fund Accounting Analyst at Intermediate Capital Group plc (ICG) (2018-07 – 2022-03)

Promoted into the Real Estate Finance team, supporting multiple investment funds through financial reporting and fund administration.

• Reviewed Net Asset Values (NAVs) across multiple investment funds.
• Prepared monthly financial reporting and supporting documentation.
• Liaised directly with investors, auditors and internal stakeholders.
• Supported reconciliations, capital activity and investor reporting.
• Recognised through annual performance bonuses for consistently high performance.

Loan & Trade Operations Associate at Intermediate Capital Group plc (ICG) (2022-03 – 2024-08)

Promoted into the Loan & Trade Operations team, supporting complex investment transactions across Europe, North America and Asia Pacific.

• Managed operational workflows across a global investment portfolio.
• Worked closely with Portfolio Managers, Treasury, Legal teams and external counterparties.
• Investigated and resolved operational issues and trade breaks.
• Became the team's recognised V3 subject matter expert and trained new joiners.
• Contributed to system migration and operational process improvements.

Administrative & Operations Specialist at Almond Capital (2025-11 – Present)

Provide operational and administrative support to a boutique investment advisory firm specialising in renewable energy projects.

• Coordinate renewable energy investment projects and stakeholder communications.
• Prepare presentations, reports and supporting documentation.
• Manage virtual data rooms and confidential project information.
• Produce operational documentation and process guides.
• Support multiple projects while working independently in a fully remote environment.

Executive Communications Consultant at Freelance (2025-11 – Present)

Provide executive writing support to a U.S. immigration attorney specialising in Extraordinary Ability (O-1) visa petitions.

• Drafted more than 60 successful recommendation letters supporting U.S. Extraordinary Ability visa petitions.
• Research complex professional careers and transform achievements into compelling legal narratives.
• Produce executive-level documentation requiring exceptional attention to detail.

Investor Relations Coordinator at Blue Orb LP (2025-04 – 2025-10)

Supported fundraising and investor relations activities for an emerging investment firm.

• Researched institutional investors and family offices.
• Prepared investor presentations, pitch books and fundraising materials.
• Coordinated investor meetings and follow-up communications.
• Supported due diligence and managed virtual data rooms.
• Assisted with CRM management and investor pipeline reporting.

Elite Receptionist at Office Concierge (2015-08 – 2015-11)

Delivered premium front-of-house and concierge services within prestigious London corporate offices.

• Provided a professional first point of contact for clients, executives and visitors.
• Managed reception, meeting rooms and visitor coordination.
• Delivered exceptional customer service while supporting busy corporate environments.

Cambridge CELTA Certificate in Teaching English to Speakers of Other Languages – International House London (2024)

Loan Certificate Course – LMA (2024)

Certificate in Interior Design in Interior Design – Elise School of Design

A-Levels – University of Cambridge (2007)