Acta Manek

Supporting the Head of Wealth Advisory and Market Team Lead, and their respective teams, ensuring seamless day-to-day operations and strategic coordination. Responsibilities include.

• Executive Support: Managing complex calendars, scheduling high-level meetings, and prioritising commitments.
• Stakeholder Coordination: Liaising with internal teams, high-net-worth clients, and external partners to facilitate smooth communication and operational efficiency.
• Event & Travel Management: Organising global travel, preparing materials, and coordinating logistics for internal and external engagements.
• Event Planning & Execution: Assisting in the planning and execution of client and internal events, including logistics, vendor coordination, and on-site support.
• Project & Administrative Support: Handling confidential documents, streamlining workflows, and supporting team initiatives to enhance productivity.

Held multiple contract roles across sectors, offering operational, creative, and writing support while developing skills in diverse environments.

• Contract roles at BP (Jul–Sept 2022) and William Blair (Oct 2022–Apr 2023) in administrative and coordination capacities
• Styled for a women’s retail brand (Apr–Sept 2023) and provided front-of-house/concierge support at events and a dance studio
• Contributed to a part-time writing initiative for a homeless foundation (Oct 2022 - Nov 2024)
• Certified as Flow Dance Meditation Facilitator, Movement is Medicine Facilitator, and Reiki Level 1 practitioner

Supported the Global Head of Investor Relations and team across London and Hong Kong, progressing to Officer with increased responsibilities in shareholder engagement.

Investor Relations Officer

• Act as primary liaison with external corporate access and contact-management teams
• Support the Global and Regional Heads to maintain and refresh the target list
• Produce and circulate investor briefing notes
• Observe the monthly shareholder register analysis to detect trends
• Help Regional Heads prepare in 4Q of each year for the following year’s annual schedule
• Work with brokers, senior management PA’s, Nasdaq & 3rd party platforms to plan and execute roadshows
• Responsibility for all Conference & Roadshow logistics
• Make initial proposal concerning meeting schedules (1:1, 2/3:1 or Group investor meetings)

Team Assistant

Providing support to the Global Head of Investor Relations alongside a team of 4 in London and 2 in Hong Kong. Tasks include but not limited to:

• Maintain relationships with the executive floor PAs to ensure all IR activities are diarised
• Helping to schedule investor and analyst meetings globally
• Assisting with the logistics for investor meetings, conferences and roadshows
• Updating, amending and circulating schedules and timelines for each set of quarterly results
• Dealing with admin matters relating to external data services, printing and webcasting vendors
• Logging meeting notes where required in the contact management system Nasdaq IR
• Managing the external mailbox
• Managing IT problems encountered by the team
• Submitting invoices and expenses
• Maintaining filing system of our invoices and meeting notes

Held dual roles supporting compliance processes and team operations for the Energy department.

Team Assistant

Providing support to the Head of Energy and managing tasks for a team of 60 individuals. Facilitating agile workers, creating and maintaining in-house and external relationships, and providing logistical support for business travel while adhering to internal policies.

• Administrative and secretarial support/ first point of contact for general enquiries/ ad hoc requests.
• Financial assistance – logging expenses and ensuring costs are kept to a minimum.
• Involved from start to finish of onboarding new candidates, including interns. This consists of liaising with recruitment agencies, candidates and HR.
• Schedule meetings/ minute taking, maintain files & archiving
• Travel and accommodation.
• First point of contact for general enquiries/ ad hoc requests

Client Due Diligence Analyst

Responsible for the onboarding and periodic review of corporate clients. Skills required for this role included time management, organisation, relationship management and prioritisation of strategic accounts to the bank.

• Investigate the customer’s ownership structure, conduct PEP, negative news and sanction checks in line with the current CDD standards, and collect any supporting documentation.
• Work closely with Front Office teams to ensure that the on-boarding and reviews are signed off within the prescribed deadline and that any additional information that may be required is sought as soon as possible.
• Provide regular and ad hoc MI reporting regarding the case files in my queue.

Clients: Individuals, Trusts, Operating Companies, Charities – varying from low to high risk

Responsible for onboarding various high-profile clients. This required an intimate understanding of various compliance regulations set out by the firm, underpinned by a good understanding of financial crime laws and governance.

Projects:

• Often engaged with several project teams, both on and off-shore, to test that the effectiveness of various systems critical to BAU. This includes creating test accounts within the UAT environment and tracking from end to end and the lifecycle of an account.
• Involved in look back and remediation exercises to standardise legacy tax residency documentation to adhere to both evolving internal and external guidelines. A typical task involved checking for clients linked to crown dependency countries and whether correct documentation and due diligence was present.