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Skills

  • Analytics
  • Client Management
  • Fund Raising
  • Investment Research
  • Investor Management
  • Investor Relations
  • Investor Sales
  • Microsoft Excel
  • Networking
  • Phone Support
  • Relationship Management
  • Salesforce

Services

  • Investor Relations

    $15/hr Starting at $25 Ongoing

    Dedicated Resource

    Identify and maintain relationship with clients using sales navigator and other leads tools.  Client calling and services. Usage of Salesforce and Excel.  Fundamental analysis of equity and fixed income...

    AnalyticsClient ManagementFund RaisingInvestment ResearchInvestor Management

About

Investor Relations | Investor | Economic Development

An experienced investor relations professional, passionate about improving economic integration of developing economies. My dynamic background in international relations and development, alongside investor relations has equipped me with a balance of talents to support multiple developmental and innovation arenas.

February 2022- October 2022 | Investor Relations | DDQ Invest

•I identified and maintained relationship with wholesale and institutional Investors across Europe, especially Switzerland, through generated leads.
•Invited and updated investors on upcoming investment conferences and events, with an in-depth explanation of investment strategies and performances of funds presenting.
•I recorded, organised, and managed Investors’ contacts through the usage of salesforce.
•Using Morningstar tools and Investment outlets, I observed new funds coming into existence, and new development and trends for fresh leads.

May 2021- December 2021 | Investor Relations Assistant | Edison Group

•I assisted with organising non-deal roadshows using salesforce to organise, target and call institutional clients and investors.
•I prepared materials relevant to the roadshow such as schedules, investor feedback, and Market pulse documents, using Microsoft Word.
•Using Excel, I established lists of targeted shareholders and non-shareholder for investor relations purpose.
•Via call, I updated and invited investors to upcoming roadshows by effectively communicating financial performances and companies’ strategy.
•I monitored companies and investors' performances using Stockopedia and Morningstar.