Ric Bertora Email & Phone Number

Client Services Professional within the Investor Relations function.

London Area, United Kingdom

During my tenure at Fidelity, I have driven the Equity Presentations team capability and enhanced/evolved the role and added value where I could. This involved improving systems/processes and client facing materials for the Equity Asset Class and also for the wider company. With 10 years direct line management experience plus significant training/ buddy experience of new starters in a large presentations department. Vast experience across all facets of presentation/design:… Show more During my tenure at Fidelity, I have driven the Equity Presentations team capability and enhanced/evolved the role and added value where I could. This involved improving systems/processes and client facing materials for the Equity Asset Class and also for the wider company. With 10 years direct line management experience plus significant training/ buddy experience of new starters in a large presentations department. Vast experience across all facets of presentation/design: roadshows, colour schemes, animation, whitepapers, blogs, SharePoint, covers, automation experience including strong technical knowledge of numbers & asset management data (including numerous Databases/Systems) and contributing innovative ideas. Through various initiatives, I’ve collaborated with other stakeholders and built up a wide range of contacts throughout the organisation maintaining a good professional relationship with them.I’ve generated significant benefits and efficiencies to the wider company particularly through: - Various innovative automated excel charting tools that automated the fund updating process (saving hundreds of man hours per year by providing client ready professionally formatted output, bringing content consistency, efficiencies and reducing company risk by eliminating manual user data manipulation) - Supporting senior management with their presentation needs including management information presentations to the board- The Fidelity Formatting PPT ribbon, a company wide PPT addin for formatting, user efficiency and brand consistency- Other brand initiatives: collating and updating a cross asset class Common Slides Library. Previously developed PPT brand style guidelines across two rebrands- Designed client materials from scratch including email communications, blogs, whitepapers, banners and other elements“Ric provides a best in class service using his expert knowledge” - Investment Director“One of Fidelity’s Greatest Assets” – Global Head of Research Show less

London

• Responsible for updating fund presentations monthly • Dealing with ad-hoc format requests e.g. roadshows & client specific presentations often within tight deadlines• Updating and creating new charts and tables including new excel chart templates and ppt slides• Responsible for sourcing data from a wide range of multiple sources including internally (various other teams within Investec) and externally (people from other organisations, Thomson Reuters etc) • Selecting and… Show more • Responsible for updating fund presentations monthly • Dealing with ad-hoc format requests e.g. roadshows & client specific presentations often within tight deadlines• Updating and creating new charts and tables including new excel chart templates and ppt slides• Responsible for sourcing data from a wide range of multiple sources including internally (various other teams within Investec) and externally (people from other organisations, Thomson Reuters etc) • Selecting and manipulating lots of complex financial data into clear and concise format• Excellent organisational skills required with a need to manage the incoming workflow, multiple projects at any one time and prioritise more important and urgent projects/requests• Strong communication skills often liaising with all levels including top level management• Ensuring presentations are high quality, consistent, accurate and presentable• Submitting new content slides to the compliance department and dealing with any follow up issues Show less

London

• Responsible for the creation of high quality pitch documents. We used the In House Pitchbook Macro Driven-System as well as native PowerPoint documents including Word and Excel• Creation of new client templates, slides and colour schemes• Won a Williams Lea “Exceptionals Award” for Client Focus• Was a bankers favourite operator, requested many times for dedication jobs, urgent jobs or jobs that were not done correctly in the first place• Provided Pitchbook Document training… Show more • Responsible for the creation of high quality pitch documents. We used the In House Pitchbook Macro Driven-System as well as native PowerPoint documents including Word and Excel• Creation of new client templates, slides and colour schemes• Won a Williams Lea “Exceptionals Award” for Client Focus• Was a bankers favourite operator, requested many times for dedication jobs, urgent jobs or jobs that were not done correctly in the first place• Provided Pitchbook Document training for new bankers on a weekly basis, as well as led large training groups each year for new banker interns. Also created my own train for advanced charts for bankers• Provided Pitchbook training for new DTP operators as well as buddy and mentoring them• Provided office assistance for all operators on more complex duties, such as advanced charts and complex functions as well as floor support to bankers over the phone or in person when they had queries on how to format documents, create charts etc• Fantastic eye for detail, I regularly scored 100% in an independent quality checking process Show less

Bachelor'S Degree, Bachelor Of Business Science With Honours Degree In Information Systems

Activities and Societies: Golden Key Society Member

Cim (Chartered Institute Of Marketing) Level 6 Diploma Qualification, Marketing

Education record