Company Secretarial Assistant at Montagu Private Equity LLP (2025-09 – Present)
- Assisting the Company Secretary with general and ad hoc requests
- Preparing legal documents with signature blocks for deals & obtaining wet-ink signatures & assigning electronic signatures post approval
- Logging & saving down Investment Team deal emails, reports & minutes onto restricted drive
- Meeting papers request from various departments and building the meeting pack for the Board meetings
- Request & collation of data from 5 regional offices for the Company's Insurance renewal form
- Confirmation Statement forms and submissions to Companies House directly & via Diligent Entities
- Collation of information for the Annual Directors Related Parties Disclosure forms
- Arranging notarizations with external agencies
Administrator and Viewings Assistant at Jackson-Stops Estate Agent (2025-05 – 2025-09)
Showing clients available properties that are "For Sale" and "To Let". Visiting new properties to take inventory notes on the property to write the brochure.
Office
Admin tasks, ensuring brochures & property details are printed and readily available to viewing staff. General team support to office-based employees. I have identified & implemented a process improvement for the storage and identification of keys held for each property. There is now a clear visual in place for alarmed properties, which the office team is very happy with.
Events & Hospitality at Hever Castle and Chartwell at EASi Recruitment (2025-04 – 2025-09)
Hospice in the Weald Shop (2025-02 – 2025-08)
MO Transitions Specialist at Phoenix Group - Asset Management Middle Office (2023-04 – 2024-12)
- Coordination of Asset Transfers for both Shareholder and Policyholder. Transfers between the same or different internal legal entities and external Fund Managers
- Supporting the onboarding process of Bulk Purchase Annuity (BPA) activity
- Documenting processes and procedures
- Oversight of ongoing operational interactions with Fund Managers and leading on BAU / small operational change portfolios between parties
- Support the implementation of operational changes relating to regulatory or market developments
- Projects: Data Cleanse, Contact Lists
- Coordination of offsite team workshops
Support Executive at abrdn - UK Management Companies and Fund Boards, UK and EMEA Regional Management (2017-03 – 2022-12)
Support to the Head of Business Management, delivering executive support over a wide range of tasks. Flexible and approachable team member.
- Diary Management for senior management organising meetings, travel, expenses, and ad hoc requests
- Support to the CEO of Life and Pensions, coordinating meeting packs and logistics for quarterly Forum meetings in preparation for Board Meetings. Meeting minutes taken and distributed for review
- Meeting Packs: Requesting papers, building the meeting packs within Diligent Boards, and distributing them to the required audience
- Assisting Fund Board Managers with all Fund Board duties for funds domiciled in the Cayman Islands, Ireland, and Channel Islands, including attending Board Meetings
- Overseeing the review and approval of Invoices from Directors, CoSec, Lawyers, and other third parties, ensuring they are paid promptly
- Dealing closely and independently with internal and external directors for annual fees, travel requirements, and expenses
- Responding to all emails and follow-ups; assisting and dealing with matters arising post the board meetings
- Coordinating quarterly and ad-hoc Board meetings for entities in multi-jurisdictions, travel management, booking accommodation, and arranging Board dinners. Coordination of room bookings including refreshments and arranging voice-activated video conferences and connectivity testing
- CoSec relationships: Liaison with several different external parties, ensuring the relevant papers are submitted by given deadlines for inclusion in the board packs in advance of the meetings
- Good relationships with internal departments in various jurisdictions who provide Fund Accounting, Legal, Internal Audit, Compliance and Regulatory reporting, and with both internal and external directors
- Writing and updating procedures when required
- Assisting abrdn CoSec projects, providing extensive data on Cayman and Guernsey products for Blueprint
- Fund Governance for the Alternatives fund range in the Cayman Islands, Ireland, the Channel Islands, and the UK
- Uploading various documents with relevant tags to the internal Distribution Hub portal that feeds to the company intranet site. Housekeeping and maintenance of the abrdn website
- KIID documentation: Liaising with the European Compliance departments of the external management company where the fund was authorised for distribution. Uploading KIIDs, Prospectus, Factsheets, and numerous other documents to the company website via the Distribution Hub portal
- GDPR process improvement project. Safeguarding personal data by creating a new process of password protection for each fund for documents containing Directors' personal information. Successful roll out to all business areas involved. Generic passwords are now used
- Process Improvement: 50% reduction of carbon emissions for Fund Board Meetings: Identified areas where a reduction of CO2 connected to quarterly Board meetings could be made. Collection of data, analysis, and proposal of a new process. Implemented the reduction of in-person meetings, attendees, and offshore regions meetings held. 50% reduction over all Cayman-domiciled funds
- Irish CoSec project: Changing the CoSec arrangements by streamlining the number of CoSec's to one platform rather than 4 separate ones
- abrdn Charities Committee
- abrdn London Christmas Party Committee. Arranged a Christmas event for 600 employees
- Set up a regular charity drinks trolley in the London and Edinburgh offices, securing the Executive Leadership Team's engagement
Associate at Fidelity Investments - Contacts, Re-registrations and Transfers (FTC) (2016-08 – 2017-03)
Senior Administrator - Fund Implementation, Change Management and Delivery at HSBC Securities Services (2008-05 – 2016-08)
- Project management of Fund migration activities for new business wins
- Management and support of ongoing change activities for existing clients, including fund launches, mergers, In-specie transfers, closures, and transition of assets between portfolios (internal and external)
- Knowledge and handling of confidential information
- Engagement with clients for project assessment and query handling
- Responsible for change activities for 2 large clients, ensuring the internal Change Request is updated on the progression of the assignment
- Chair and Meeting minutes. coordination of events and tasks
- Member of Advocates programme, HSS Charities Committee, HSS Social Committee. High Rise Evacuation Marshall 8CS
Data Management Analyst (Contract) at HSBC Securities Services (2007-09 – 2008-04)
Data Analyst at Insight Investments (Temporary) (2007-05 – 2007-09)
Australia, Thailand, Singapore at Travelling (2007-01 – 2007-04)
Senior Data Analyst - Data Management Client and Fund Data Team at Aberdeen Asset Management (Formally Deutsche AM and Morgan Grenfell AM) (1994-05 – 2006-12)
- Responsible for ensuring the data held on the systems we maintain is current and correct for each individual client, including client portfolio creation and all other client-related tables
- Maintenance of delegation funds on the Global Data Hub, with liaison with internal overseas offices
- Monitoring and resolving requests and queries via the Query Tracking System, which is used within the business
- Client portfolio creation/maintenance/termination, including Derivative, AVC funds
- Creation and maintenance of Brokers, Custodians, Addresses, including relevant Advice Notes, and Market Holidays
- Currency tables, Booking Names, Alert Codes, Special Instructions, and Dealing Restrictions
- Worked with the IT department to create an in-house system (QTS) so that when requests from other business areas were submitted, they would be allocated to someone within the data management team
- I wrote a proposal for QTS, which included each team's requirements, and discussed with the IT department
- Following the system being created in a pilot format, I tested the new system, ensuring it worked effectively and raised any teething troubles
- Change of address on AVC Pension Funds. I wrote a report within Business Objects to extract all address data that contained relevant criteria. Over many years, the same address had been manually input in different ways, so to extract the data, I had to write several exceptions. I collated dat
