Michelle Hamlin Email & Phone Number

Greater Boston Area

Boston, MA

• Provided administrative support to investor relations team
• Answered phones, managed calendars, booked travel and processed expense reports
• Coordinated investor meetings and calls with IR team and investment professionals
• Prepared briefing sheets and meeting notes for existing and prospective investor meetings
• Fielded prospective investor calls, sent marketing materials and added them to IR database

Boston, MA

• Provided high-level administrative support to founding partners
• Attended morning meetings and updated investment assistants on names of interest
• Supervised, trained, and recruited new investment assistants
• Managed earnings calendar for firm's positions, made sure dates, dial-ins, etc., were accurate
• Created and updated 13F spreadsheet that tracked 50+ hedge funds’ quarterly filings

Boston, MA

• Managed 50+ research providers and the firm’s Bloomberg & Thomson Reuters entitlements
• Reviewed all vendor contracts and subscription agreements before forwarding to legal
• Negotiated all renewals and cancelled redundant services
• Hosted meetings with potential vendors to demo products and review marketing materials
• Approved all soft dollar invoice payments and reconciled monthly balances
• Received all research invoices and reviewed them for accuracy before forwarding for payment

Boston, MA

• Provided sales coverage to six institutional accounts
• Backed up additional Boston accounts when primary salesperson was out of town
• Managed marketing trips and built strong rapport with colleagues in Boston, New York & Stamford

Boston, MA

• Oversaw Boston calendar of events, coordinated all analyst, roadshow, and non-deal visits
• Supported five institutional salespeople—phones, meetings, travel, expenses and client events
• Trained new sales assistants and roadshow coordinators

San Francisco, CA

• Supported sales team covering Denver, Los Angeles, San Francisco, San Diego
• Arranged travel, client entertainment, and group events
• Distributed research, prospectus, and conference invitations to clients
• Trained San Francisco sales desk on the roll-out of the firm’s CRM product
• Managed new sales assistants, roadshow coordinators, and wire operators

San Francisco, CA

• Coordinated all West Coast and Denver marketing trips—analyst, deal, and non-deal roadshows
• Prepared mass mailings—prospectus, roadshow & conference invitations
• Acted as liaison between syndicate, corporate finance & sales desk
• Interacted with senior management of public and private companies

San Francisco, CA

• Opened, updated, and kept all new and existing accounts in good standing
• Ensured all pertinent securities documents were on file
• Processed rule 144 stock and submitted documents to SEC for clearing
• Booked trades, tracked commissions, and reconciled trades
• Provided back-up to sales assistants, roadshow coordinator & wire operator