Lainey Egan Ll.B, Ll.M, Mba Email & Phone Number

Cayman Islands

Cayman Islands

Cayman Islands

Cayman Islands

Cayman Islands

Cayman Islands

Cayman Islands

Cayman Islands

Cayman Islands

• Purpose: To work as part of the high performing branch management panel in support of our investment advisor (IA) teams in their delivery of world-class investment and other wealth management services. Branches.
• Management Information & Reporting – prepare and present Branch, Board and Management Committee board packs and act as RBC Subsidiary Governance Liaison Officer;
• Branch Supervision – outside business activities, social media, gifts and entertainment;
• AML, Audit & Regulatory Relationship Manager with Law Group and Compliance;
• Business Development– client events, local industry participation, regional campaigns;
• Business Marketing – sponsorships, brochure ware, website and social media presence;

Cayman Islands

• Responsible for the management of a wide array of investment structures, handling a portfolio of clients within a range of jurisdictions including:
• Liaising daily with Attorneys, Investment Managers, Brokers, Auditors, CIMA, Registrar and other financial service providers for the execution and delivery of documentation in day to day administration;
• Managing the launch of new funds and ensuring the accurate review and collation of all necessary legal documentation and broker and custody accounts;
• Ensuring all documents including full KYC are maintained for each client, and all other regulatory compliance and internal policy measures are met;
• Reviewing monthly NAV’s and reporting variances;
• Ensuring all Cayman regulations are met for both the company and clients and keeping up to date with the corporate governance environment;

Cayman Islands

• Compiling of all purchase and redemption paperwork, including trade acknowledgements, transaction history statements, checklists, and confirmation of wire details and signatories
• Responsible for checking client KYC and authorised signatures on a daily basis before issuing trade acknowledgements and statements
• Accountable for client call backs to confirm trade details and ensure customer information correct before trading placed
• Responsible for delivery of all client monthly NAV estimates and final statements
• Fulfilling client documentation requirements within a timely manner
• Answering the main phone line / email and responding to any client queries and requests

Cayman Islands

• Distribution and updating of all comprehensive Banquet Event Orders; outlining all Menu, Beverage, Set Up and AV requirements for events
• Management of all Vendor Bookings for events; sourcing local musicians and entertainment companies, handling all contracts and confirmations
• Processing of all invoices and cheques for external vendors and employee expense claims
• Composition of all event Conference Resumes; a highly detailed document outlining the client’s activities, preferences, billing, and instructions for all areas of the hotel
• Meeting all the client requests, providing personal 5 star service and anticipating the needs of guests for a unique and memorable experience
• Post event conferences for feedback, with the aim of achieving 100% in Gallup scoring

Global Markets, Dublin, Ireland

• Retail: Produced all internal and external retail print marketing brochureware, and PR. Proactively managed GM retail relationship with both clients and inhouse departments, being responsible for event management, and.
• US Office: Implemented cost savings initiative for the US Conference Strategy, managing the convention events and budgets. Remodelled US external marketing material creating new advertisments, direct mail campaigns and.
• Debt Investor Relations: Managed post results roadshow where 12 Bank teams visited 16 overseas cities and 88 investors over 3 weeks. Produced ‘6 Key Themes’ economic document for post interim investment meetings and.
• Deposits UK: Significantly expanded and improved useability of internal knowledge database ‘Deposits Directory’ following an extensive feedback survey of users. Established myself as key contact for any Q&A from.

Dublin, Ireland

The Futurus Programme is the key graduate entry career development programme within the Bank of Ireland Group. The objective is to enhance graduate entrants’ technical and personal skills through a structured and supportive programme which will strengthen the future senior leadership talent pipeline.

Group Finance, Chief Exec Office, Dublin Ireland

• Managed Preliminary & Interim Results Events with live dual location worldwide webcast
• Assisted in preparation and production of both results presentations & roadshows
• Co-ordinated communications and analyst conference calls around RNS releases
• Developed and implemented ADR Programme Marketing Plan for US investors
• Designed new BoI ADR website and negotiated $125,000 ADR reimbursement contract
• Researched and distributed daily market intelligence & shareholder analysis

Strategy & Marketing, Dublin, Ireland

• Managed the nationwide ‘Bright Ideas Challenge’ marketing campaign, competition & event
• Developed and executed entry and information packs, adverts, posters, and website
• Directed Grand Final Event for over 200 people within project budget of €10,000
• Composed and circulated all Business Marketing PR within strict press deadlines
• Organised and co-hosted a number of local Business Banking enterprise events
• Researched and published Business Sectoral Factsheets on current market niches

Business Architecture, Group Services, Dublin, Ireland

• Established and implemented the GS quarterly ‘Customer Satisfaction Survey’
• Presented tender to GS Exec, and to business units with training of administrators
• Prepared and presented the Monthly Business Review for the Director of GM
• Monitored and reported on FTE headcount, financials, key statistics and strategy planning
• Co-ordinated and chaired monthly Service Excellence Programme across Group Services
• Reported to GM Customer Board, and implemented initiatives in five business units

Master Of Business Administration - Mba, Business Administration, Management And Operations, Mba With Merit

Activities and Societies: Runner Up Team in Capstone Final Exhibition Project Pitch RankingsThe Imperial College Business School Global.

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