Shelby Yu

Personal Assistance

• Full support to the C.O.O on personal affairs. These include but not limited: Household/personal bill maintenance, overseas property management, clubs membership management, online subscription coordination, domestic helper management, liaise with banks (local and UK) on investment management, set up personal meetings and lunches/dinner assigned by the C.O.O
• Travel arrangement for the C.O.O and family
• Maintenance of the C.O.O’s personal documents (Passport and various visa renewals, driver license, tax payment etc)
• Provide assistance to C.O.O’s spouse when needed

Executive Assistance

• Full secretarial support to the C.O.O (e.g business travel arrangements, calendar management, expenses claim, meetings/calls schedule)
• Organizing APAC Board Meetings twice a year that involves management from APAC locations
• Arrangement for C.O.O to attend Operational Executive Meetings (overseas locations) on regular basis
• Screen incoming calls and flag important email
• Handle special projects & ad-hoc assignments and perform other duties as required

• Full secretarial support to the Chairman on personal affairs. These include but not limited to: fine wine investments management, property investments coordination mainly in Europe, medical claim/treatment arrangement, clubs membership management, online subscription coordination, art collection management, liaise with banks investment management and investment funds report tracking
• Travel arrangement for the Chairman and family
• Flag important emails and dictate response for Chairman
• Driver, helpers and personal trainer schedule management
• Meeting and lunches/dinner scheduling
• Personal bills settlement and maintaining record.
• Provide assistance to Chairman’s spouse when needed

• Full secretarial support to 7 bankers (e.g heavy calendar management and travel arrangement, prepare expenses claim and make sure they are strictly in compliance with company policy, meetings/calls scheduling)
• Coordinate within different departments (mainly compliance and finance team) on bankers request for business purposes
• Attend to all incoming phone calls from clients and respond in professional manner
• Team work with all other investment banking assistants
• Coordinate with all internal departments or other countries’ offices to ensure smooth operation of investment team

• Full secretarial support to 2 Senior Partners (e.g intensive travel arrangements, calendar management, expenses claim, meetings/calls set up and personal affairs when required) and assisting the CFO and 2 Investment Directors
• Screening the Partners’ emails. Handle high confidential documents and maintain traceable record
• Consolidate and final edit Sales and Marketing Reports, Fund Newsletters and Advisory Board presentation
• Assist the team members on secretarial duties when required
• Office administration maintenance

• Full secretarial support to CFO of Finance (e.g intensive and complex travel arrangements, calendar management, expenses claim, meetings/calls schedule and personal affairs when required)
• Provide support to the Finance team, Internal Audit, Treasury, Legal and IT team (with 4 VPs inclusive)
• Schedule regular calls between Regional office and headquarter in Denmark
• Organize CFO conference twice a year that involves 40+ invitees from global locations. Arrange CFO to attend board meetings of 10+ Carlsberg related companies
• Work with overseas rep offices for daily operations
• Prepare, format and proof read a broad range of documents. Translation of document from English to Chinese as required

• Full secretarial support to Operations Planning Manager and Electricity Operations Manager (e.g calendar management, expenses claim, meetings/calls schedule and personal affairs when required).
• Coordinate with internal departments/external vendors for daily operation
• Organize internal team meetings and arrange team activities.
• Release power shutdown notifications and distribution of electricity network equipment
• Regular review on various Electricity Operating Standards
• Organize relevant courses for Vector staff to maintain their qualification of license and approve security access to Substations
• Office administration maintenance

• Invoicing and following up on outstanding payments
• Generate periodic P/L analysis
• Account payable/receivable
• Assist the General Manager
• Liaise with Wellington head office on accounting issues
• Office administration maintenance

• Invoicing and following up on outstanding payments
• Generate periodic P/L analysis
• Banking and reconciliation
• Manage account relationships
• Holding budget of T/E expenses and CAPEX
• Assist the General Manager
• Office administration maintenance

• Direct report to the Operations Director and Head of Energy Coal and Carbon Complex
• Analyze P/L of trade. Generate periodic P/L analysis
• Monitor and proof reading trade contracts
• Execute of payments submitted by various representative offices globally
• Travel arrangements and expenses reconciliation
• Library and monitor archives of files
• Office administration maintenance

• Direct report to the Head of Energy Coal and Carbon Complex
• Arrange business trips for the Director of Energy Division as well as other managers and deal with T/E expenses
• Draft P/L of trades
• Secretarial duties e.g screening calls, record maintenance and system input
• Office administration maintenance