Ieda Sherman

• Monitored and proactively replenished office supply inventory for seamless operations.
• Updated office management on team's activities and progress at weekly meetings.
• Provided administrative support during high-pressure periods, aiding overall productivity.
• Coordinated office workflow and implemented improvements to drive efficiency and productivity.
• Partnered collaboratively with other departments to determine optimum schedules for special projects.
• Enhanced team efficiency for seamless workflow management.

Ieda’s experience as a Roadshow Coordinator began in 2011 when she was hired on a full time basis. After a maternity leave gap, Ieda returned to BTG Pactual in 2017 as a freelancer, where every spring she re-joined the equity sales team during the most demanding time of the year.

Her role included:

· Organize all logistical arrangements for the lifecycle of events: corporate roadshows (deal and non-deal), analyst marketing roadshows, events and the CEO annual conference in London

· Liaison with external and internal Senior Management

· Communicate with DCM/Syndicate department on progress of deal related roadshows

· Create, update and distribute event schedules as well as drafting of invitations / sending of invitations / monitoring responses and keep internal sales informed

· Book venues, hotels, accommodation, flights, lunches and hospitality

· Manage budgets and reconcile statements for roadshow expenses

· Administrative support, dealing with suppliers and assist the sales desk

· Update and maintain internal events system and CRM system (Dealogic)

· Sustaining excellent business relationships between LSBF and their 900 International Education Partners who provide the international sales channel.

· As a result of Ieda’s role, the Education Partners sales increased by 30%.

· Effectively processing commission to Education Partners, ensuring the commission process was concluded punctually and accurately.

· Completing reimbursement procedures, which included case investigation, recommendations for managerial approval, and in some exceptional cases escalation to the Director of Accreditation and Compliance, to the Refund Committee and to the Managing Director.

· Successful creation and maintenance of an Education Partner database, facilitating the management of business agreements.

· Successfully managing the whole sales lifecycle; from initial enquiries to contract completion. Events ranged from £5K to £80K, and included demanding clients such as: Morgan Stanley, Cartier, FTSE, Deloitte and Bacardi.

· Full responsibility for developing personalised client documentation, including preparing invoices, organising event’s schedules, contract negotiation, writing and signing agreements, sales forecasts and quality control.

· Responsible for promoting the company at event fairs, maintaining and developing a client database and media portfolio.

· Actively involved in business development activities to promote sales of further events. This included advertising, enhancement of the website, and preparing and promoting client viewings and tasting sessions.

· Efficiently managing the handover to the delivery team by delegating tasks to the event manager, production manager, office assistant, head chef and finance manager.

· Staff recruitment and training

· Coordinating staff before and during events

· Proactively organising art exhibitions, including sourcing exhibitors

· Managing database of exhibitors

· Actively supporting minor financial activities