Overview

Original

- Supported equity research and sales teams in non-deal roadshows for 500+ investors and corporate representatives
- Managed attendance and feedback records and liaised with institutional investors and corporate representatives to optimize conference quality and client experience; achieved close-to-zero complaint record in roadshows from the 2nd day onward by reorganizing and improving workflows and cutting average request processing time by 30%
- Led a team of 4 to manage ad hoc requests on logistics and planned for clients’ transportation, dining and lodging

Possible Revision

- Supported the equity research and sales teams in the logistics of non-deal roadshows for 500+ investors and corporate representatives
- Liaised with roadshow attendees to optimize conference quality and client experience; achieved close-to-zero complaint record in roadshows from the 2nd day onwards by reorganizing and improving workflows thereby cutting average request processing time by 30%
- Led a team of 4 assigned to provide client servicing by coordinating requests and allocating tasks

Clients

We have worked with participants from a diversity of industries