Sarah Zive

Canadian Citizen and British Citizen

adyzfl@r.postjobfree.com

• Mobile: +1-647-***-****

EDUCATION

London School of Economics & Political Science – London, UK - 11th Nov, 2015 Master of Science in Management

Chartered Institute for Securities and Investments – London, UK – August, 2011 UK Securities Certificate

Ontario College of Art and Design University – Toronto, Canada - 14th June, 2007 Bachelor of Design, Top 10%

EXPERIENCE

Client Coordinator, TMX Group (3 month contract) – Toronto, Canada – March 28th 2022 – June 30, 2022

• Supported Relationship Managers with internal proxy reporting for institutional clients.

• Responded to inquiries from internal and external stakeholders via email correspondence.

• Compiled data from the shareholder meetings and created a report to be sent to the client. Administrative Assistant to Individual – London, UK – July 1st 2018 – January 1, 2022

• Coordinated all administrative duties for individual, including calendar, meeting and expense management.

• Managed all travel, hotel, and car rental arrangements.

• Managed the email and mail of the individual including the organisation of CRM software.

• Prepared PowerPoint presentations, reports and other documents to support the administration of various initiatives.

(Start-Up Company) IAMT Ltd., Brand Partnerships Manager – London, UK – 6th February 2018 - 2nd June 2018

• Managed a team of Sales Executives at a consumer product Start-Up with an E-Commerce platform.

• Demonstrated strong leadership by motivating Sales Executives to initiate new business opportunities through cold calling, email, and face-to-face meetings.

• Implemented structure to daily and weekly tasks, which improved the team’s ability to meet sales targets.

• Pitched business model at industry trade shows and displayed excellent interpersonal skills to develop new business relationships.

• Displayed strong collaborative skills working with the Marketing, Creative and Coding team to improve the user experience of the E-Commerce platform. Dimensional Fund Advisors, Presentation Specialist, Marketing and Communications – London, UK - 19th September 2016 - 7th July, 2017

• Developed and maintained pitchbooks and marketing collateral for institutional clients.

• Collaborated with Sales, Marketing, Legal and Compliance to ensure documents adhered to brand and regulatory guidelines.

• Organised and tracked pipeline of projects and effectively communicated project status, issues, and resolutions to team members.

• Worked on multiple projects and demonstrated ability to work in a fast-paced environment with tight deadlines.

• Demonstrated proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook), Adobe Acrobat and creative software (Adobe InDesign, Photoshop, Illustrator). Royal Bank of Canada, Marketing Function (Title: Senior Financial Analyst) – Toronto, Canada — June 2011 - August 2011

• Designed new marketing templates to ensure consistent messaging across the Operations Department, which subsequently improved internal business communication.

• Displayed good influencing and networking capabilities to develop and maintain excellent rapport with middle management and senior executives to secure buy in of new internal marketing strategy.

Economic Club of Canada, Manager of Finance – Toronto, Canada

– April 2009 - January 2011

• Collaborated with the Vice President to plan and manage events and conferences.

• Managed budgets, food and beverage, logistics and onsite delivery for small and medium conferences and events.

• Developed registration details and provided onsite support for events hosting chief economists from Canadian banks.

• Implemented a new accounting system and produced quarterly financial statements which strengthened the financial health of the firm.

• Used strong interpersonal skills to collect outstanding debt that represented 16% of the firm’s annual profit and successfully improved the cash flow position of the organisation. OTHER (Employment during Masters Degree)

Wells Fargo Asset Management, Relationship Management Associate

— London, UK - 10th February 2014 - 26 May 2014

• Supported Senior Management with the production of marketing and communication materials for Sovereign Wealth Funds, Pension Funds and financial institutions based in Europe and Middle East.

• Produced monthly investment reports summarizing a lucrative business unit for a Global Head to present to the Chief Investment Officer.

• Condensed large amounts of technical information into concise documents, communicating effectively to clients, business leaders and peers.

• Collaborated with cross functional teams across an international environment to ensure consistent use of brand guidelines and marketing materials, which subsequently streamlined the internal reporting process.

Strategic Assets Partners, Business Development – London, UK

— June 2012 - September 2012

• Influential in helping to achieve new business for the firm through the design and distribution of marketing and communication materials for hedge fund, private equity and real estate clients.

• Identified client network and built relationships with Institutional clients and Family Offices.

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