Assistant

MICHELE DOUGLAS

Administrative background in portfolio management and private banking

Multi-tasker with the ability to prioritize and work independently

Integrity and strong work ethic

Organised and efficient

Team player

Route de Nyon 4 ( +41 (0-22-784-**** (home)

Crassier, 1263 ( +41 (0-79-743-**** (mobile)

Switzerland ( ****.*******@***.***

British and South African,

Permit C

OCCUPATIONAL EXPERIENCE

August 2003 to 2013: Citigroup (Switzerland), Geneva

Citi Investment Management (CIM)

Portfolio Associate

. Assist Portfolio Managers with the various day to day administrative

tasks relating to the management of discretionary investment

portfolios

Manage account administrative process for opening and liquidation of

portfolios

. Execution of time sensitive securities trades as instructed by

Portfolio Managers

. Monitoring additions and withdrawals to the portfolios

. Liaising with banking teams whilst at all times respecting client

confidentiality

. Continuous cash management of the portfolios adhering to specific

currency targets, generating FX orders to maintain required currency

exposure

. Prepare and compile reports

. Preparation of client PowerPoint proposals and performance reviews

. Operating within Group policies and procedures

. Monitor completion of tasks forwarded to other operational units

. Continuity of Business (COB) representative for CIM Geneva

. Co-ordination of corporate action events, liaising with the Portfolio

Managers and the Corporate Action teams in Zurich and Poland

. Compilation of quarterly internal self assessment reports for CIM

Geneva

August 1997 to Dec 2002: Investec Bank Limited, South Africa

Assistant to Private Banker

. Risk Profiling

. Third party product advice

. Investment Management - ZAR1bn across open architecture of mutual

funds, derivative products, securities portfolios, asset swaps,

treasury products, hedge funds, linked products, life and annuity

products, guaranteed funds

. Performance Reporting

. Liaison with clients and intermediaries

. Marketing Functions

. Lending facilitation and management

EDUCATIONAL BACKGROUND

Bachelor of Commerce (BComm), University of South Africa, 1994 to 1996

(Distinction)

Parktown School for Girls 1989 to 1993

LANGUAGES

English Mother tongue

French Conversational

Afrikaans Fluent

INFORMATION TECHNOLOGY

Microsoft Office Word, Excel, Powerpoint, Outlook, internet

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