I work with several listed Plc clients across a number of industries and sectors to advise their management teams on how to improve the effectiveness of their investor outreach programmes. I work with clients to define the scope of work to be undertaken by CAG and the expected outcomes for the client. I also work with the clients' other advisors to ensure consistency of messaging.With my previous experience in the Data Analytics team, I work to improve CAG's information capture to… Show more I work with several listed Plc clients across a number of industries and sectors to advise their management teams on how to improve the effectiveness of their investor outreach programmes. I work with clients to define the scope of work to be undertaken by CAG and the expected outcomes for the client. I also work with the clients' other advisors to ensure consistency of messaging.With my previous experience in the Data Analytics team, I work to improve CAG's information capture to ensure that we are able to demonstrate the outcomes for our clients. This also allows for better targeting of investors, further refining CAG's offering.I am also involved in business development, researching prospective clients and understanding their needs. I build pitch decks and attend pitches with the business development team.Capital Access Group advises companies on effective engagement with investors. Our approach provides both company and investor with a fully compliant solution to the challenge of effective corporate access under the constraints of MiFID II. Show less

With increased competition, CAG sought to broaden its offering to its clients. We developed procedures and models for better information capture to refine and accelerate our investor targeting. The procedures developed have now been incorporated in to CAG’s standard operating procedures allowing us to show in greater detail the outcomes for clients. They have also helped business development by demonstrating the depth and breadth of CAG's knowledge.

This role began as team assistant to the 10-person Investor Access team, providing them with information on investors and companies as well as day-to-day admin. I moved fairly quickly out of this role into the Access Team calling investorsin London. I was responsible for filling roadshow days for our larger clients.