Marion Bergan

As a Team Lead and Investment Presentation Specialist with over 19 years of experience. My journey has taken me through corporate investment banking, the legal sector, a marketing and graphic design agency, and doing marketing and website design for a holistic therapy business.

Proactive and Dynamic: I excel in strong team collaborations and relationship building with stakeholders, as well as independent work. My strong attention to detail, systematic work ethic, and flexible problem-solving mindset drive success and efficiency in every project. I am accustomed to working directly with stakeholders and advisory teams.

Passionate Reliable and Flexible: With a positive outlook and a passion for development, I am a trusted team leader and colleague. I excel in communication and possess advanced proficiency in Microsoft presentations, templates, Excel charting, and data management and the use of macros (UpSlide). Continuously expanding my skill set, I completed a Level 3 in Digital Marketing this year and am currently pursuing a CMI Level 5 Diploma in Management and Leadership (RQF).

I am always ready to assist others and consistently go above and beyond my duties whenever possible.

Numis/Deutsche Numis (Williams Lea) ​ Presentation Team Lead – DTP Specialist ​ November 2021 – Present

As the leader of the DTP team dedicated to serving Numis and now Deutsche Numis, I have been instrumental in setting up and managing this new account and actively facilitating the smooth merger of Numis and Deutsche Bank. I quickly became a key member of the investment banking department, being a hands-on manager, and delivering high-end quality documents and services to all stakeholders (recommendations from my clients on request). My responsibilities encompass a wide range of tasks, including but not limited to:

• Desktop Publishing and Graphic Design

  Hands-on production of high-end documents and presentations, in house-branding or custom design collaborating and advising analysts and the wider team to achieve the best results. Follow-up of presentations from start to finish, working on multi-million contracts, including the successful IPO of Applied Nutrition, bringing true added value,

  and receiving praise for every project

• Quality Checking and Proofing

  Ensuring the highest quality of the team's work, achieving immaculate results, and receiving maximum positive feedback from stakeholders and their clients

• Template and Branding Development

  Creating new PowerPoint templates during the initial rebrand of Numis and collaborating on the PowerPoint template during the merger between Numis and Deutsche Bank

• Design and UpSlide Macros Collaboration

  Collaborating closely with the design agency, Deutsche Bank marketing, project management team, and UpSlide to translate their concepts into functional documents and presentations

• Front-Desk and Workflow Management

  Setting up and overseeing the efficient functioning of our front-desk operations and workflow processes

• Reporting and Presenting

  Collating and managing data, compiling a comprehensive 20-slide SLAs and productivity monthly report, and presenting results live monthly to the COO and Williams Lea Account Director

• Team Development and training

  Copy-writing, setting up, and conducting training sessions for the DTP team, bankers, interns, and new joiners on department services, PowerPoint, UpSlide macros, Excel charting, Word, and more. Wrote Standard Operating Procedures for the Numis DTP Department

• Team Support and Team Management

  Covering all elements of team management, including feedback reporting, holidays and sickness reporting, end-of-year appraisals, and goal setting

• Macros Development

  Working in tandem with the UpSlide team to test and provide feedback for the development of their new macros

• 'Engage' Customization 

  Collaborating with the Williams Lea 'Engage' team to customize the platform for Numis' specific needs

• Speaking Engagements

  Serving as a speaker during Career Week

• HR Engagements 

  Serving as note taker during a Williams Lea account investigation

• Worked on major contracts with global investment banking teams. ​
• Supervised workflow and covered for the London team lead.

• Worked with Arma Partners, DC Advisory, Standard Chartered Bank, VTB Capital Investment Bank.

• Developed templates in PowerPoint and Word. ​

• Worked on PDF to Word conversions. ​

• Edited and created legal documents. ​

• DTP Operator 
• Supported new publishers and developed training material. ​

• Front-of-House Manager at various establishments.

• CMI Level 5 Diploma Management and Leadership (RQF) (in progress) 
• FOL – Foundation of Leadership (Cohort 2024) (in-house training)
• Digital Marketing Level 3 (2024), The Skills Network (100 hours of live courses and as many hours of private studies and assignments)
• Elevated Customer Service (2024)
• Banking Compliance
• Advanced Train the Trainer (Trainer qualification)
• Management LinkedIn courses
• Adobe Suite, InDesign, Illustrator and Photoshop
• PowerPoint, Word, Excel charting, Visio and pdf forms
• UpSlide macros