Summary of Qualifications
5 years of experience in providing support to multiple teams, and clients.
Trilingual in English, Portuguese and Spanish. Ability to lead and innovate processes. Adaptable, diligent, and articulate. Experienced in design software, including Illustrator, and InDesign. Creative, resourceful and flexible.
Professional Experience
Spruce Investment Advisors
July, 2015 – Present
Stamford, CT,
Project Manager
• Analysis and presentations on high-level findings, conclusions, recommendations and supporting data for multiple projects.
• Compiling research, educating team members on best practices for client “How To” for new website development and client portal log-in.
• Planning scope, budget, and time management of client projects for client advisory team, compliance and fund managers.
• Content and guide creations to manage and execute strategy between teams.
• Onboarding: Training clients on new portal, to obtain portfolio information and best practices.
• Assisting internal team members on business case developments on client requests, and problem solving.
• Managing multiple projects, implementing initiatives across business units, including research, planning and executing.
• Managing and coordinating follow-up direct and non-direct client discussions to ensure conflict resolution in timely manner. • Feedback analysis, create new streamline processes to resolve current and future client issues.
• Defining objectives, success factors and risk between each project. • Producing and managing of e-mail marketing to targeted client list including prospects, client advisory teams for Spruce and third party advisors.
• Uploading, and maintaining current versions of new fund performance materials including, fact sheets, commentary, OCIO reports, private equity, and high conviction strategies.
• Assisting with website strategic vision through strategy, design components and architecture. Including Key Performance Metrics and SEO.
• Preparing all digital marketing decks including content, keeping with the aesthetic of overall branding of the firm.
• Provide guidance for documenting analysis associated with the due diligence process, including customer vetting and qualifications under 3c1 & 3c7 regulations.
• Assist in the development and implementation of consumer compliance policies and procedures. • Gathering of information and response to Regulatory Agencies on Consumer Compliance Examination.
Intralinks, Inc.
April, 2014 – July, 2015
New York, NY (SaaS)
Assistant Project Manager for Release Readiness & GSO
• Managing and coordinating multiple projects simultaneously.
•Oversee application updates, OS and hardware upgrades, failovers and new releases.
• Collaborating between Product Team, Application Development team and Project Owners for testing and troubleshooting analysis.
•Working cross functionally between Application Development team, sales and Ops for release readiness communication.
• Assembling of Monthly Operational Review PPT decks for multiple presentations for end user guides.
• Testing/ Troubleshooting on Preview environment for new platform releases.
• Building constructive team dynamic by collaborating on workflows to better understand end user’s experience.
• Assisting GSO team in tracking and monitoring pending issues on lifecycle of projects. Maintaining communication across multiple stakeholders.
• Utilizing Intralinks’ VIA and ILP, Designer for daily tasks and keeping track of confidential SVP’s documents and on-going changes in projects.
• Collaborating directly Client Services Team to tackle user functionality issues and platform features.
• Utilizing JIRA for all release modifications and adjustments by creating new queries and filters.
• Support with international shipping of hardware to other offices/ teams. • Assisting Application Support teams with video and “How to” content guide creations for each product.
BMO Capital Markets
May 2013 – April 2014
New York, NY
Senior Executive Assistant – Investment & Corporate Banking
• Communicates with the Administrative Support Team to ensure accuracy and timeliness of actions. Serves as the Team’s information source.
• Identifies potential areas of compliance vulnerability and risk; develops/implements corrective action plans through LiveLink for remediation and CDD purposes. • Ensure the bank maintains current customer information.
• Creates and oversees all domestic and international travel arrangements and calendars. Confirms with outside party/clients for meeting materials needed and other specifications.
• Coordinates personal schedules and errands for Managing Directors and Directors.
• Evaluates and improves office operations by working closely with office management
.• Confidential documents and reports. Manages the Senior Executives’ correspondence operations.
• Responds to requests from clients for information about meetings and events. • Monitoring all funds, IRS Give-Ups and trade confirmations for accuracy and up-to-date for compliance and remediation.
• Conducts research as needed for the Managing Directors. Processes personnel actions (call reports) using database software Salesforce.
• Prepares a variety of materials, such as e-mails to clients, faxes, and e-mail distribution lists.
• Sets up interviews for new candidates for the Financial Sponsors team.
• Provides internal BMO employees with bankers’ whereabouts and deal information.
• Assembles hedge fund meeting minutes and volatility reports.
• Corresponds with marketing teams to ensure invites have been sent to the appropriate clients.
S.A– Office of the Founder & CEO
Project Assistant
April 2012-March 201
Weston, CT – NYC
• Managing and producing website content. Strategizing for social media monthly campaigns
. • Brand identity utilizing social media outlets on new products and showcases.
• Training new team members on client presentation best practices to ensure team accuracy. • Organized photo shoots for media spreads and online content in a timely manner
. • Editing and post production for all photo and external content.
•Working cross functionally between multiple team members on time sensitive projects
• Organized deployment of social media and web presence for website.
• Provided continuous high quality support to President/ Owner. Coordinated schedules, appointments, meetings. Managed expense account and recovery.
• Main communication with all vendors to receive all up to date price lists and trade information. Negotiation of contracts. Pricing and lead time on all invoices.
• Outsourced technology, including smartphone software, desktop software, Social Media. • All client support, main communication between design and the client to schedule deliveries, installations, and all other labor.
Sony Pictures Entertainment, CBS & Harpo Productions.
July2011- March 201
New York, NY
Production Assistant (Internship)
• Communicating effectively with cross functioning teams to ensure presentations are in line with one another.
• Managing of complex schedules between production and design team. • Contacting vendors for status and pricing. • Planning and strategizing flow of segments design.
• Contacting of vendors for props and all other items associated with the production. • Responsible for managing art director’s finances, including keeping track of expenses.
• Research and purchase of props and production equipment needed.
• Evaluation and set up of segments on a live set. Coordinating with camera crew for assembling of movable sets.
Education
Arizona State University Ira A. Fulton Schools of Engineering
B.A – Graphic Information Technology
Language
Portuguese
Spanish
English. (Fluent)
German (Basic)
Software
Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). Adobe (Photoshop, Illustrator, Captivate 8) InDesign, WordPress, HubSpot, Salesforce, JIRA, Workday. Languages: HTML & CSS ACTIVITIES Photography www.ruhana.vsco.co & www.ruhana.co,
Citizen Schools: Teacher, Science & technology – “The Next Big Tech”
