A fund house with 8 funds under their umbrella with offices in Geneva, Guernsey, Ireland and Luxembourg; representing Investment Advisers from America, China, Europe and Japan; with a collective AUM between $1Billion -$3 Billion. I produced presentations and commentaries for clients and the sales team; provided daily reporting to data partners and stakeholders, including ESG reporting.Creating the presentations greatly developed my skills in Excel and PowerPoint. This evolved as Morningstar Presentation Studio was utilised. I added the static information into the Presentation Studio platform, applying the company's branding standards and formatting. Charts were produced from data taken directly from the source figures, alongside uploaded custom/dynamic data. This allowed the presentations to be automated, slashing the time to produce each fund’s presentation from days to minutes. This also enabled the facility to switch the share class and language of the presentations as required. By the time the automation project was finished, through my pioneering techniques, I managed to implement processes that the Morningstar support team had told me were not possible. Preparing investment adviser commentaries for publication developed my abilities in copywriting, proof reading and researching for data verification. The investment advisers for each of the 8 funds provided a monthly commentary which I would review to ensure consistency across the range; writing style, data formatting and brand messaging were harmonised, before conversion into PDFs and digital articles. The digital articles, accompanied by carefully selected images that represented the fund and maintained the branding values, were added to our website and then posted on social media through tracked links. This step helped me to become very familiar with digital marketing sponsored content, tracking and reporting, in addition to website maintenance and development.

Managing Accounting and FinanceManagerial EconomicsStrategic Human Resources ManagementMarketing Strategy

Discovered skills in teaching, developed networks throughout eastern China and demonstration of my ability to work under pressure with excellent results.I was tasked with delivering lessons to MBA Students at Shanghai University with the aim of improving English Oral and Aural communications skills. Though I had little time to prepare the lessons and had no previous teaching experience, the feedback was very positive. I produced lesson plans and maintained the interest of the students throughout the teaching days (some over 9 hours long).In addition, I was invited to events by the University and the students, including their MBA Opening Ceremony. Other work for Shanghai University included English lessons for Masters students; proof reading official documents and marketing materials; voice-over work for promotional videos and guest lecturing.

Managing Strategy and ChangeCritical Management EnquiryChinese Marketing Management and Strategy

Experience in front line Retail and developed knowledge of Wine and Alcoholic Beverages. After initial training my responsibilities included having excellent knowledge of products and services, running the store, arranging deliveries, communicating with customers (both retail and commercial), maintaining exceptional levels of customer service, running external wine tasting events, training newer members of staff, managing enquiries, communicating effectively with colleagues, maintaining stock levels and developing the e-commerce aspects of the business.

Responsibilities included: serving customers, managing up to three members of staff (including recruiting and training), helping with delivery of functions, assisting in promotional activities, managing bar area including cellar work, fully responsible for stock control and partly responsible for accounts.

Experience in small business management, services marketing and customer service.Gained knowledge of Licensing Laws and was granted a Personal License. Over 3 years I progressed from bar staff to Assistant Manager and then to Manager. I was independently accountable for the management of the bar. Responsibilities included serving customers, cleaning bar area, till handling, interacting with wide variety of people, assisting with functions, cooking and kitchen porter duties. As assistant manager I gained new roles including managing a team of 12-18 staff, more active role in the management of the pub, including relief management, dealing with the brewery and other suppliers, supervising deliveries, organising functions, stock controlling, accounts coordinator and cellar maintenance. Added responsibilities as manager being fully responsible for all aspects of the premises. Includes higher activeness in finance and banking, training all new staff and some existing staff, supervising refurbishment of the premises, regular meeting with the company owners to discuss methods of increasing sales, attending Pub-watch meetings and training my replacements.