- Private Equity Fundraising - handled banking distribution channel- Sales support & documentation – preparation of due-diligence questionnaires, proposals & mandates, fund-related documents- Team training and presentation, events and campaigns- Managed secondary transactions within existing funds- Client servicing & Investor Relations throughout fund life- Property sales - distressed and affordable assets- Real estate solutions such as structured RE transactions,… Show more - Private Equity Fundraising - handled banking distribution channel- Sales support & documentation – preparation of due-diligence questionnaires, proposals & mandates, fund-related documents- Team training and presentation, events and campaigns- Managed secondary transactions within existing funds- Client servicing & Investor Relations throughout fund life- Property sales - distressed and affordable assets- Real estate solutions such as structured RE transactions, funding opportunities, housing finance & research Show less

Collateral ManagementCredit Risk and InsuranceDocumentation of Sales Contracts and L/C

Project involves review of past lending (1995-2005), with a view to calculate the correct Cost of refund, where/if incorrect Interest-rates were used. Project relates to Commercial Lending.

Main objective of the work included processing various current lending made within the Private Bank to its High Net Worth Clients, right from the time the enquiry was received up to the actual drawdown/ redemption, with constant liaison with the Private Bankers, Credit Risk, Treasury and the Bank’s Legal team

Worked as a paraplanner, main tasks included fact-finding, research, face to face client meetings and liaising with key parties.Completed Certification in Mortgage Advice during this time which was a legal requirement by the FSA regulation

Management Information System, Corporate Reporting- Preparation of daily, weekly and monthly Cash Reports- Assisted in a 3 month project assigned by the Internal Audit team, with the main task of checking the order-processing flow maintained by Sales and Marketing team- Completed an extensive intern training program in each of the following areas of the financial division: Treasury, Accounting, Audit and Corporate Reporting