Catherine Lord has over 15 years of experience providing administrative support. She has strong skills in areas such as office administration, executive assisting, meeting coordination, calendar management, travel planning, presentation development, and client relations. Lord is highly organized, communicates well, and thrives in fast-paced environments. She has worked as a Trading Assistant and Research Assistant for Capital Fixed Income Investors for over 13 years, where she supports traders and ensures their needs are met. Lord also coordinates meetings, manages calendars, assists with recruitment, and handles special projects. She has a bachelor's degree from the University of California, Santa Barbara and specialized training in areas such as communications, proofreading, and investments.

1. CATHERINE LORD
933 11th
Street, #12 E-Mail: catherineblord@gmail.com
Santa Monica, CA 90403 Phone Number: (310) 451-6072
HIGHLIGHTS OF QUALIFICATIONS
● Has more than fifteen years of top, diversified experience.
● Strong background in many areas including office administration, executive assisting, meetings
coordination, phone coverage, calendar management, travel planning, expense reporting, presentation
development, recruitment, report preparation, records maintenance, and client relations.
● Hard-working and driven, while highly-experienced in all aspects of administrative work, and is proven in
consistently meeting all organizational and project expectations.
● Can handle many tasks simultaneously, has excellent attention to detail, and is committed to providing
the highest levels of administrative support to all levels of personnel.
● Computer knowledge: Windows, Word, Excel, PowerPoint, SharePoint, Adobe Acrobat, Convene, and
other systems.
● Excellent organizational, communication, and people skills.
● Thrives in a busy, fast-paced working environment.
PROFESSIONAL EXPERIENCE
CAPITAL FIXED INCOME INVESTORS (The Capital Group), Los Angeles, California
Trading Assistant (8/2014-Present)
Research Assistant (11/2000-8/2014)
Responsible for providing administrative support to traders, heavy phone coverage, meetings coordination,
catering coordination, executive calendar management, preparing standardized analytical reports and
submissions (for daily investment calls), trader recruitment, making travel arrangements, expense report
preparation, developing PowerPoint presentations, coordinating and tracking regulatory requirements,
conducting monthly municipal bond fund analysis, compiling materials for principal investment officer
meetings, and handling a wide variety of special projects. Previously served as Research Assistant to the Fund
President, Principal Operating Officer, Head of Fixed Income Trading, and Research Director.
▪ Supports traders in firm’s West Los Angeles office, and ensures that all trader needs are consistently met.
▪ Coordinates all broker meetings, handling logistics, meet and greets, and serves as first line of attendee
support.
▪ Manages internal and external meetings in all time zones, and prepares all manner of meeting materials.
▪ Heavily involved in trader recruitment, including coordinating applicant scheduling and travel.
▪ Was an active member on Office Safety Team, and was recognized for exemplary performance.
EDUCATION
UNIVERSITY OF CALIFORNIA, SANTA BARBARA, Santa Barbara, California
Bachelor of Arts in Law and Society.
SPECIAL TRAINING
▪ CG Communications Skills for Associates
▪ Franklin Proofreading Training
▪ Inside the CG Companies
▪ Foundation of Investments I

2. ▪ Mutual Funds Overview
▪ Focus-Time Management (Bloomberg)