Summary
Overview
Work History
Education
Skills
Contact
Awards
Hobbies and Interests
Receive a Service Excellence Award from Citibank for outstanding service performance
Interests
Timeline
Generic

BELVARENE A. BRAITHWAITE

Brampton,ON

Summary

To be part of an organization where I can best utilize my experience and expertise, and whose corporate culture encourages personal growth and development.

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

39
39
years of professional experience

Work History

Syndication Administrator & Coordinator

BMO Capital Markets - Nesbitt Burns Inc.
06.1999 - Current
  • Responsible for various report and documentation processing and management:
  • Implementing trades into DSTS, SALESFORCE & NIMS
  • Produce quarterly reports for CMHC
  • Produce weekly DCM reports for electronic distribution to clients via intranet site, by integrating and compiling information from various sources
  • Monitor, compile and produce various daily, weekly and quarterly revenue reports; for group members, BMO Finance, I&CB Finance etc
  • Prepare documentation related to New Issues when BMO is the lead Underwriter, i.e
  • Term sheet wires, underwriting and selling group agreement, etc
  • And when not the lead Underwriter, responsible for receiving, compiling and distributing related reports for BMO's allotment of the deal
  • Conduct various client related activities:
  • Interaction with CEO's & CFO's of large corporate clients and brokerage firms as required
  • Prepare detailed professional client presentations, with complex data, spreadsheets, charts, graphs, etc
  • Ensure all client mailings are prepared and distributed in a timely manner
  • Arrange client events like conferences, road shows & closing dinners, with all travelling & catering requirements
  • Assist with design of tombstones & purchasing gifts for client events
  • Provide administrative support to several investment banking professionals
  • Manage detailed calendars for all team members
  • Manage detailed expense reports for team members i.e
  • Tracking, preparation and submission
  • Manage reallocation of other business costs as required i.e
  • Invoicing clients and tracking payments
  • Coordinate domestic & international travel arrangements for conferences and other client & non-client events
  • Manage group SIEBEL database by entering call reports, presentations, new issues, deals & activities and running weekly reports
  • Analyze and conduct client research via data collection using SEDAR, Bloomberg and the Internet

Administrative Assistant

BMO Capital Markets - Nesbitt Burns Inc.
11.1992 - 11.1998
  • Providing administrative support to several Vice Presidents and Directors
  • Arranging all travel arrangements, scheduling meetings, and managing detailed calendars for team members
  • Preparing presentation packages for both internal and external meetings
  • Documentation management: distribution of documents to dealers across Canada who were participants in Government Issues led by Nesbitt Burns Inc
  • As well as compiling primary and secondary distribution reports as required by various provinces

Long-Term Contracts

GEORGE BROWN COLLEGE / KEY RADIO LTD. / KEVIN SPORTS TOYS INC.
03.1990 - 11.1992
  • Various duties and functions related to administrative support

Administrative Assistant

CITIBANK CANADA
01.1986 - 01.1990
  • Support provided to the Vice President and Senior Credit Officer (SCO) for the Corporate Real Estate Department
  • Compiling quarterly High Ratio Report
  • Tracking all CA's, RARI's and CLMR's for approval by the SCO
  • Organize seminars, senior bankers' conferences along with making travel arrangements
  • Management and processing of corporate expenses
  • Compile and prepare Credit Reference Guide for the Real Estate department
  • Various other administrative & clerical duties

Administrative Assistant

CITIBANK CANADA
01.1986 - 01.1990
  • Administrative support provided to the Vice President for Risk Management & Corporate Finance
  • Calendar management, including planning all travel arrangements
  • Arrange client and non-client related meetings, seminars and group events
  • Management and processing of corporate expenses

Education

Business Management Diploma -

ICS Canada

Canadian Securities Certificate -

The Canadian Securities Institute

Litigation Law Clerk Certificate -

George Brown College of Applied Arts & Technology

TV Commercial Production Certificate -

Institute of Canadian Advertising

Business Administration Program -

Humber College of Applied Arts & Technology

Executive Secretarial 2 Year Course -

Humber College of Applied Arts & Technology

Skills

  • Microsoft Office XP
  • Word
  • Excel
  • PowerPoint
  • Access
  • Microsoft Internet Explorer
  • Microsoft Outlook
  • Lotus 123
  • Data entry

Contact

(416) 359-7010 / (416) 953-1993

Awards

Citicorp Service Excellence Award, 1989

Hobbies and Interests

  • Baseball
  • Tennis
  • Swimming
  • Dancing
  • Running
  • Reading
  • Music

Receive a Service Excellence Award from Citibank for outstanding service performance

In recognition for my dedication to Citicorp customers for outstanding services provide to both internal and external clients.  

Interests

Reading

  • Avid Reader
  • Growing herbs, vegetables, or fruits in home gardens
  • I enjoy helping others and giving back to the community
  • I enjoy cooking for friends and family gatherings

Timeline

Syndication Administrator & Coordinator

BMO Capital Markets - Nesbitt Burns Inc.
06.1999 - Current

Administrative Assistant

BMO Capital Markets - Nesbitt Burns Inc.
11.1992 - 11.1998

Long-Term Contracts

GEORGE BROWN COLLEGE / KEY RADIO LTD. / KEVIN SPORTS TOYS INC.
03.1990 - 11.1992

Administrative Assistant

CITIBANK CANADA
01.1986 - 01.1990

Administrative Assistant

CITIBANK CANADA
01.1986 - 01.1990

Canadian Securities Certificate -

The Canadian Securities Institute

Litigation Law Clerk Certificate -

George Brown College of Applied Arts & Technology

TV Commercial Production Certificate -

Institute of Canadian Advertising

Business Administration Program -

Humber College of Applied Arts & Technology

Executive Secretarial 2 Year Course -

Humber College of Applied Arts & Technology

Business Management Diploma -

ICS Canada
BELVARENE A. BRAITHWAITE