Initially employed as temporary staff at this independent capital markets intelligence agency to support the Corporate Governance Advisory and Proxy Solicitation team. Offered a permanent role as UK Business Development Manager but ultimately decided to take a planned career break.

A development role responsible for the management of key processes and projects on behalf of a board director, the Chief Operating Officer, and working closely with the COO senior leadership team to progress business critical objectives. Research and reporting responsibilities included:• Taking ownership of regular reporting to the COO, ExCo and the board.• Producing presentations, board papers and business cases on behalf of the COO.• Owning and managing ad hoc projects and research for the COO.

Established and developed Equiniti’s shareholder analysis and related investor relations services, promoted to manager of the team in November 2011: • Lead the delivery to tight deadlines of regular shareholder analysis reports to Registration and corporate broking clients, ensuring the smooth running of the department.• Writing commentary for shareholder analysis reports including largest buyers and sellers, key trends over time, peer group activity and broker recommendations.• Interpreting and summarising analyst research and performing basic financial analysis.• Designing a shareholder analysis processing and reporting system and working closely with IT developers to refine requirements, build, test and deliver the application successfully.• Project managed an outsourcing agreement to a third party in 2012/3.• Responsible for the development of product, growth, client retention, service delivery and operational structure and the management of four direct reports.• Management of key business processes including budget management, invoicing, performance management, annual pay review and headcount management.• Reporting of results and MI and attending business review meetings.• Managing and active involvement in the sales process including creating presentations, writing proposals, reviewing, negotiating and securing new contracts.• Presentations to clients and wider audiences, including formal presentation of analysis results supplied to the Office for National Statistics (ONS) for its biennial UK Share Ownership study (2010 – 2014) at ONS industry user meetings attended by the FCA, various investment management and shareholder associations and other industry users.

Supported a team of experienced Investor Relations and Financial PR consultants in this independent public relations agency:• Daily contact with investors and buy- and sell-side analysts, conducting interviews to create perception research and feedback reports on company strategy, results, communication and management performance.• Monitored clients’ share prices, press releases, shareholder movements and analyst recommendations and researched clients’ and peers’ business activity news flow for use in client reports and pitches to clients.• Researched and summarised key sector and company issues as briefing material for public relations colleagues and background for pitch presentations.• Initiated and attended sales meetings with prospects.• Presented at a Russian Investor Relations conference in Moscow in September 2008.

Relationship Manager for European clients maintaining American Depositary Receipt programmes:• Extensive contact with investor relations teams, board directors and company secretariats at client companies based in Switzerland, Germany, the Netherlands, Austria and the UK.• Arranging and attending events aimed at clients and sales prospects.• Recognising clients’ wider requirements surrounding the success of the ADR programme and introducing clients to specialist internal departments and external service providers.

Worked in this investment bank’s corporate finance division providing investor relations services to sponsored clients, from FTSE100 to AIM listed companies.• Close liaison with internal corporate broking and equity sales teams as well as daily contact with management and investor relations contacts at client companies.• Produced reports monitoring and interpreting share price, shareholder movements and news flow for client companies, relevant sectors and the market in general.• Supervised shareholder analysis team of two analysts. Oversaw accuracy of analysis produced and implemented procedures and methodology.• Regularly commended for exceeding client and colleague expectations and promoted from Analyst to Associate in 2004.• Participated in corporate broking client pitches promoting the team’s services as part of the wider bank offering.• Represented Dresdner Kleinwort’s Corporate Finance department at a ‘City Leaders of the Future’ reception at Mansion House hosted by the Lord Mayor of London in 2006.

Primary responsibility was to develop and sell shareholder analysis reporting services to listed companies and investment banks and to manage client relationships. Managed a team of three analysts in the Johannesburg office before moving to London in May 2003. As part of the London-based role, managed monthly global Managing Directors meetings, gaining insight to overall strategy implemented across global locations.