Kate Daly Email & Phone Number

London, England, United Kingdom

London, England, United Kingdom

London, United Kingdom

London, United Kingdom

- Expenses and travel using Concur- Diary Management- Organised Global EE trading offsite- Onboarding new starters- Setting up compliance training for traders- Desk moves- roadshows

London, United Kingdom

Working for Divisonal Board MemberExtensive diary managementCreating and amending PowerPoint presentations and updating excel spread sheetsTaking minutes of board meeting then transcribing and distributing to attendees Dealt with senior board members and their assistantsPersonal work and close liaison with family to assist them when neededExtensive diary managementSet up complex filing system after his transfer from New YorkCreated… Show more Working for Divisonal Board MemberExtensive diary managementCreating and amending PowerPoint presentations and updating excel spread sheetsTaking minutes of board meeting then transcribing and distributing to attendees Dealt with senior board members and their assistantsPersonal work and close liaison with family to assist them when neededExtensive diary managementSet up complex filing system after his transfer from New YorkCreated document SharePointDealt with highly confidential material on a daily basisWorking to tight deadlines Show less

London

Extensive diary management Organisation of Town Hall MeetingsOrganising Global weekly and bi-weekly calls with Tokyo, USA and EMEAOrganising worldwide travel including complex multi tripsObtaining Visas at short noticeEmail interception and response on behalf of the VC and pre-empting any necessary travel or meetings that may arise. Also informing other assistants of these possibilities Organising meetings at CEO and Board level with various… Show more Extensive diary management Organisation of Town Hall MeetingsOrganising Global weekly and bi-weekly calls with Tokyo, USA and EMEAOrganising worldwide travel including complex multi tripsObtaining Visas at short noticeEmail interception and response on behalf of the VC and pre-empting any necessary travel or meetings that may arise. Also informing other assistants of these possibilities Organising meetings at CEO and Board level with various clients on highly confidential projects. Also interaction with Government bodies in the UK and EuropeBuilding relationships with client assistants at a senior level within external organisationsGood knowledge of all senior bankers throughout the organisation and their assistantsLook after visiting Global Heads from our overseas offices when they are in LondonProducing presentations for Group Pipeline and Senior Management Reporting using PresBuilderInvolvement in the yearend review, promotions and compensation processExpense processing and updating holiday records using PeopleSoft systemCreation of Project Codes, new Clients and meeting notes within DealmakerHelped with Team Move from Canary Wharf to CityOrganising client and team eventsResponsible for training the more junior assistants in the groupApproval of all IAC RequestsCreation of Group Mailing ListsPersonal work. He was a non-executive director on two boards. Collating the papers for these meetingsOut of working hours contact via blackberry, mobile and remote accessRanked best of class in my review for 2010 & 2011. This is the highest level you can achieveOrganising client events in Europe. Recently travelled to Brussels to oversee a deal closing dinner Show less

Canary Wharf

Extensive diary managementOrganising worldwide travel on a daily basis including visas, cars, hotels, currency & itineraries. Also making sure all these details & meetings appear in outlook in local time of destination so blackberry will updateEmail interception and response on behalf of Global Head and pre-empting any necessary travel or meetings from theseClient liaison at CEO and Board level and also forging good working relationships with external… Show more Extensive diary managementOrganising worldwide travel on a daily basis including visas, cars, hotels, currency & itineraries. Also making sure all these details & meetings appear in outlook in local time of destination so blackberry will updateEmail interception and response on behalf of Global Head and pre-empting any necessary travel or meetings from theseClient liaison at CEO and Board level and also forging good working relationships with external assistantsDeal related Road show organisation for clients including all flights, transfers and visa’s with a detailed itinerary for each individualProcessing expenses using ConcurCreation of Deal Numbers so expenses and travel can be allocated and charged back to the client at the end of a dealAttended last two Citigroup Annual Credit Conference in Monaco to run internal office, front desk and client events. First time an assistant had been asked to do this. Was due to my extensive knowledge of senior bankers within all regionsRecoverable invoicing to other Banks in relation to all expenses incurred during dealsInvolvement in the year end review and Compensation processPreparation of Management Reports and Pipelines for Committee MeetingsSetting up Town Hall Meetings, Global and Bi-weekly calls across all regions Show less