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Highly experienced Project Manager including global marketing trips - very wide skill set and efficient project turnaround times
Tori Keogh
,
London, United Kingdom
Experience
Other titles
Skills
I'm offering
I am a career contractor and have provided services to the finance industry for over 20 years.
I have worked for most of the top international banks including Goldman Sachs, Morgan Stanley, JPM, Credit Suisse, BNPP. Career history on site reflects up to 5 years, full CV available.
I am happy to work across all time zones as required. I work remotely so no office space is required, unless client would prefer physical cover.
Efficient project turnaround time always.
Daily/Hourly rate negotiable depending on project length and complexity.
No job too big or too small.
Overview of my skill set:
Project Management
Event Management
Corporate Roadshows
Investor Research Trips
Marketing
Research
Proof Reading (English)
Copy Writing
Email Management
Diary Management for HNWI and other administration duties as required
Party Planning
Specialism
Complex Global Meeting Scheduling (sales trips, research trips, marketing, investor trips, corporate roadshows etc.). I can reach out to your clients or prospects, book all of your meetings/visits and present you with an optimized schedule, including travel recommendations and bookings of flights, hotels, ground transportation (if required). I will represent you with the upmost professionalism when dealing directly with your clients, colleagues, peers or prospects. I have a great track record turning maybe's into confirmed meetings.
Personal strengths
Highly experienced administrator, efficient turnaround on all projects (no time wasting), great communicator, natural team player, strong project manager, reliable, personable, straight forward approach, creative, keep to deadlines, hit the ground running with minimal management, positive, always find solutions, thorough researcher, work well using own initiative & stay calm and composed under pressure.
I have worked for most of the top international banks including Goldman Sachs, Morgan Stanley, JPM, Credit Suisse, BNPP. Career history on site reflects up to 5 years, full CV available.
I am happy to work across all time zones as required. I work remotely so no office space is required, unless client would prefer physical cover.
Efficient project turnaround time always.
Daily/Hourly rate negotiable depending on project length and complexity.
No job too big or too small.
Overview of my skill set:
Project Management
Event Management
Corporate Roadshows
Investor Research Trips
Marketing
Research
Proof Reading (English)
Copy Writing
Email Management
Diary Management for HNWI and other administration duties as required
Party Planning
Specialism
Complex Global Meeting Scheduling (sales trips, research trips, marketing, investor trips, corporate roadshows etc.). I can reach out to your clients or prospects, book all of your meetings/visits and present you with an optimized schedule, including travel recommendations and bookings of flights, hotels, ground transportation (if required). I will represent you with the upmost professionalism when dealing directly with your clients, colleagues, peers or prospects. I have a great track record turning maybe's into confirmed meetings.
Personal strengths
Highly experienced administrator, efficient turnaround on all projects (no time wasting), great communicator, natural team player, strong project manager, reliable, personable, straight forward approach, creative, keep to deadlines, hit the ground running with minimal management, positive, always find solutions, thorough researcher, work well using own initiative & stay calm and composed under pressure.
Markets
United States
(Remote
only)
United Kingdom
Germany
(Remote
only)
Lithuania
(Remote
only)
Denmark
(Remote
only)
Norway
(Remote
only)
Sweden
(Remote
only)
Finland
(Remote
only)
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2019 - 2019
temp
Senior Roadshow Manager
DEUTSCHE BANK.
• Executed European Deal and Non-Deal roadshows
• Assisted originators with European Investor trips for global institutional investors
• Managed European marketing for global DB analysts & other ad hoc events
• Assisted originators with European Investor trips for global institutional investors
• Managed European marketing for global DB analysts & other ad hoc events
Marketing, Manager
2018 - 2019
temp
Senior Investor Trip & Roadshow Manager
ATLANTIC EQUITIES.
• Managed Investor Trips for European investors to the US
• Executed European roadshows for US corporates
• Managed AE analyst marketing to visit US corporates
• Executed European roadshows for US corporates
• Managed AE analyst marketing to visit US corporates
Marketing, Analyst, Manager
2017 - 2018
temp
Global Director
QUANTIFIRE LIMITED.
Arranged schedules for European institutional investors travelling globally, with a strong focus on Asia,
due to investor demand
• Solely managed projects from event brief to execution
• Achieved 100% meeting request/success rate
• Designed all corporate access marketing material
• Implemented departmental policies and procedures
• Designed and launched mass outreaches to the market and maintained tracking files
• Pitched to top tier potential clients (global institutional investors and corporates)
• Assisted with the business development of QuantiFire's core IR service business (perception studies, interest research & feedback services)
• Set up global marketing trips for QuantiFire's IR service business development team
due to investor demand
• Solely managed projects from event brief to execution
• Achieved 100% meeting request/success rate
• Designed all corporate access marketing material
• Implemented departmental policies and procedures
• Designed and launched mass outreaches to the market and maintained tracking files
• Pitched to top tier potential clients (global institutional investors and corporates)
• Assisted with the business development of QuantiFire's core IR service business (perception studies, interest research & feedback services)
• Set up global marketing trips for QuantiFire's IR service business development team
Marketing, Business development, Research, Event, Service, Global Marketing, Development, Asia, UP
2017 - 2017
temp
Investor Trip Manager
EXANE BNP PARIBAS.
Arranged successful individual investor trips and multi investor group trips across all sectors globally for
top tier international institutional investors
• Secured management and IR meetings for bespoke individual trips with a high success rate
• Meetings secured with covered, or uncovered stocks as per the client's wishes
• Secured management and IR meetings for group field trips, advertising events internally to sales and externally direct to market in order to achieve desired numbers
• Project managed each trip from brief to completion with minimal assistance from research teams
• Built great relationships with internal sales and their institutional clients to secure repeat business
• Researched: clients, institutions, funds managed, investment approaches, corporate reporting dates and blackout periods in order to successfully secure investor meetings to corporate clients
• Daily liaison with corporate client's senior management & investor relations teams
• Generated ideas for investor trips and field trips to build the product and stand out from the competition
• Produced attractive schedules and flawless logistics on D day
• Logistical support on D day, including travel, hotels, ground transportation, venues, AV, etc.
• On-site support to welcome investors and corporates and to ensure the trips runs smoothly - traveled
when necessary to manage larger groups with more complex logistics (Utilities, Luxury Goods large scale bi-annual field trips)
top tier international institutional investors
• Secured management and IR meetings for bespoke individual trips with a high success rate
• Meetings secured with covered, or uncovered stocks as per the client's wishes
• Secured management and IR meetings for group field trips, advertising events internally to sales and externally direct to market in order to achieve desired numbers
• Project managed each trip from brief to completion with minimal assistance from research teams
• Built great relationships with internal sales and their institutional clients to secure repeat business
• Researched: clients, institutions, funds managed, investment approaches, corporate reporting dates and blackout periods in order to successfully secure investor meetings to corporate clients
• Daily liaison with corporate client's senior management & investor relations teams
• Generated ideas for investor trips and field trips to build the product and stand out from the competition
• Produced attractive schedules and flawless logistics on D day
• Logistical support on D day, including travel, hotels, ground transportation, venues, AV, etc.
• On-site support to welcome investors and corporates and to ensure the trips runs smoothly - traveled
when necessary to manage larger groups with more complex logistics (Utilities, Luxury Goods large scale bi-annual field trips)
Advertising, Research, Management, Sales, Support, Investor relations, BEE, International, Utilities, Manager
2014 - 2016
job
Investor Trip / Reverse Roadshow Manager
GOLDMAN SACHS.
(September 2014 - June 2016) - Contracts (I travelled between 3 separate contracts)
Corporate Access - Investor Trip / Reverse Roadshow Manager
Corporate Access - Investor Trip / Reverse Roadshow Manager
Contracts, Contracts, Manager
2014 - 2014
job
Head of Investor Relations
CREDIT SUISSE.
Investor relations
2011 - 2012
temp
Senior Roadshow Manager (NDR/Deal)
JP MORGAN.
Manager
2010 - 2011
temp
Senior Roadshow Manager (NDR/Deal)
COMMERZBANK AG.
Manager
2008 - 2010
job
Private Fund Assistant & Roadshow Coordinator
LAZARD & CO.
Coordinator
2005 - 2006
temp
Marketing Events Manager
MORGAN STANLEY.
Marketing, Manager
2004 - 2005
temp
Desk Assistant (various desks) & Roadshow Coordinator
UBS.
Coordinator
2000 - 2003
job
Venture Capital Assistant for European Deal Team
CVC CAPITAL EUROPE.
My education
1990
-
1995
Trinity RC High School
Secondary, (A-C) English Language, English Literature, Science, Mathematics, Art & Drama
Secondary, (A-C) English Language, English Literature, Science, Mathematics, Art & Drama
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