Clarissa Cole Email & Phone Number

New York, New York, Us

Overview:• Provide comprehensive administrative, organizational, and client support services to 4 Portfolio Managers and 3 Research Analysts Responsibilities:• Managed the calendars of 4 Portfolio Managers and 3 Research Analysts, facilitating efficient meeting schedules and conference attendance while fostering relationships with investment professionals.• Directed conference management by supporting strategic planning and event execution for Analysts attending global industry conferences, investor days, and marketing events, including collaboration with internal stakeholders, agenda creation, client targeting, and meeting allocations.• Built and maintained cooperative relationships with clients and colleagues at all levels, both internally and externally, to ensure seamless communication and collaboration.• Utilized internal systems to maintain accurate meeting schedules, enter/update data, and collaborate with the Client Submissions team to enhance internal and external reporting.• Managed and maintained broker commission spreadsheets tracking daily trade activity, ensuring accuracy and timeliness.• Organized domestic and international travel arrangements, including flights, hotels, car rentals/services, and international visa requests, ensuring smooth and efficient travel logistics.• Prepared and managed weekly expense reports to meet firm deadlines, overseeing the travel budget for the year to ensure fiscal responsibility

New York, Ny, Us

• Provided support for the Director, VP, and four Associates of the Resources group • Coordinated detailed travel itineraries and process expense reports for team • Managed recruiting data and applicant tracking system on Salesforce and produce regular and ad hoc reports and analysis• Liaised with consulting team and portfolio companies, demonstrating strong communication skills and a high level of excellent client service• Prepared and/or edit presentations, spreadsheets, and memos

New York, New York, Us

•Led and managed employee engagement and special initiatives for over 2,600 colleagues in the New York area, including logistics for Moody’s TeamUp, Moody’s Interview University, Volunteer Fairs and other such events•Administered projects from conception to execution from event coordination to measuring impact for each project throughout the year •Coordinated event logistics with Project Managers and the Global Volunteer Council in regional offices on New York based community projects; charitable drives, skill-based projects, and other ad-hoc events•Supervised day to day management of Corporate Contributions budget for TeamUp and grants; tracking, liaise with accounting, and coordinate invoice payments to nonprofits•Utilized the CyberGrants management system to process/request grant and employee engagement applications •Coordinated with internal Operations team in all aspects of invoice processing and reporting •Managed internal reporting systems, perform regular data analysis, and maintain CyberGrants to confirm grantmaking data is accurate and up to date. Frequently review grant portfolio to ensure region is on track to meet grantmaking deadlines•Enhanced development of special media components for charitable events

New York, New York, Us

•Provided support to the CFO including all aspects of administration focusing on calendar management, event coordination, travel itineraries, and special projects•Liaison to various departments within Moody’s (i.e., Human Resources, Building Services, Technology, Investor Services, etc.) to ensure group’s needs were understood and met

Los Angeles, California, Us

• Supported EVP with expense reporting, calendar updates, and travel arrangements • Prepared memoranda, reports, letters, and supporting documentation for credit department transactions• Assisted in preparing approval documentation for municipal bond underwritings• Read, analyzed, and distributed incoming correspondence, and system exception reports • Assisted in compiling requested documents for regulatory audits • Performed general office duties, ordered supplies, maintained and updated department database • Prepared write-offs for correspondent broker firm accounts

Los Angeles, California, Us

• Performed general administrative support tasks for both the CEO and Retail Brokers• Operated and managed multi-line telephones and filtered/routed incoming calls • Organized and prioritized front desk tasks such as managing and monitoring calendars for conference rooms, personal appointments, meetings, and events • Allocated monthly parking validations for all departments within corporate headquarters

Milton Keynes, Gb

• Analyzed and compared loans and other financial products to better meet customers’ needs• Reviewed loan agreements to ensure that they were accurate, complete to policy• Addressed the particular needs of distressed mortgage customers• Provided customer service for Countrywide products• Assisted in resolving service issues and refer customers to upper management as necessary• Submitted applications to credit analysts for verification and recommendation• Data entry, filing, faxing

Bs, Business Administration And Management, General

Bachelor Of Science (Bs), Business Management, With A Minor In Economics