Apr 2024 – Feb 2025 · 10 mos · Dublin, County Dublin, Ireland

• Conducted detailed analysis of corporate action announcements, providing strategic insights that helped optimize client portfolio performance.
• Worked cross-functionally with teams (Fund Accounting, Client Services) to resolve client inquiries, ensuring smooth communication and maintaining a 95% client satisfaction rate.
• Proactively identified and qualified new business opportunities, driving 10% revenue growth by expanding the client base and identifying untapped market segments.
• Led discovery calls with prospective clients, presenting tailored solutions and driving $800 K in potential new business opportunities.
• Implemented process improvements that boosted team efficiency by 15%, reducing operational risk and enabling faster turnaround times

Jul 2023 – Apr 2024 · 9 mos · Dublin, County Dublin, Ireland

• Led tax reclaim efforts for Lazard’s Irish Funds, collaborating with custodians and tax agents in regions like India and Taiwan, increasing tax recovery efficiency by 15% and optimizing client returns.
• Supported the successful launch of 3 new Irish Funds, driving asset growth of $50M within the first year, significantly contributing to revenue generation and client acquisition.
• Conducted market analysis to help expand into 4 new markets, resulting in a 10% increase in client base and long-term revenue potential.
• Actively engaged in prospecting and lead generation, delivering targeted presentations to potential clients about Lazard’s asset management solutions, adding $20M in qualified pipeline and strengthening brand visibility.
• Conducted outreach efforts that converted leads into opportunities, building strong relationships and enhancing Lazard’s reputation in the market.
• Provided strategic insights and analysis for stakeholder reporting, ensuring 100% on-time delivery and supporting the executive team in decision-making.
• Collaborated cross-functionally with internal teams to optimize reporting processes and elevate client service, driving both client retention and satisfaction.

Aug 2021 – Jul 2023 · 1 yr 11 mos

• Processed on average $2.5 million in USD and crypto transactions monthly, ensuring accuracy and timely execution to meet client needs.
• Conducted daily reconciliations across accounts, resolving discrepancies and improving internal and external alignment.
• Supported Client Services, addressing queries and boosting client retention by 75%.
• Trained new hires, enhancing team efficiency and performance by 50%.
• Collaborated cross-functionally to streamline workflows and drive operational efficiency.
• Facilitated new product onboarding and ensured smooth client adoption.
• Provided strategic recommendations based on market trends and competitor activity, helping guide business development and drive growth.
• Worked closely with the Implementation team providing product demos for new clients.

Oct 2018 – Aug 2021 · 2 yrs 10 mos

• Processed on average $2.5 million in USD and crypto transactions monthly, ensuring accuracy and timely execution to meet client needs.
• Conducted daily reconciliations across accounts, resolving discrepancies and improving internal and external alignment.
• Supported Client Services, addressing queries and boosting client retention by 75%.
• Trained new hires, enhancing team efficiency and performance by 50%.
• Collaborated cross-functionally to streamline workflows and drive operational efficiency.
• Facilitated new product onboarding and ensured smooth client adoption.
• Provided strategic recommendations based on market trends and competitor activity, helping guide business development and drive growth.
• Worked closely with the Implementation team providing product demos for new clients.

Jan 2014 – Sep 2017 · 3 yrs 8 mos

• Developed strong relationships with regular customers, helping to build loyalty and consistently drive repeat business.
• Worked closely with suppliers to negotiate the best possible prices, reducing product costs by 10% while ensuring stock levels were maintained to prevent shortages.
• Increased sales by 15% through effective merchandising and creating visually engaging product displays that enhanced the customer experience.
• Coordinated and managed private events, ensuring smooth execution and customer satisfaction, contributing to a steady increase in business.
• Utilized social media to promote events, respond to customer inquiries, and drive engagement, resulting in a 30% increase in online interaction and foot traffic.

Sep 2013 – Dec 2014 · 1 yr 3 mos

• Delivered outstanding customer service in the pro shop, consistently exceeding weekly sales targets by 15% through personalised product recommendations for golfers of all skill levels.
• Leveraged extensive product knowledge to provide tailored advice, boosting customer satisfaction and driving a 20% increase in repeat business.
• Created and launched a successful junior coaching program, attracting 50+ new young golfers and increasing foot traffic to the shop by 25%.
• Built strong customer relationships, resulting in upsell opportunities and contributing to a notable rise in overall sales revenue.