Corporate Access Associate

Overview

• Support institutional equity business in executing corporate access events, including roadshows, conferences, and field trips.
• Coordinate with sales, analysts, and corporates to ensure seamless event planning and execution.
• Manage event logistics, including travel arrangements, materials preparation, and scheduling.
• Develop relationships with corporates and analysts to enhance collaboration and event success.
• Handle corporate invitations and analyst participation for flagship conferences and marketing roadshows.
• Produce regular management reports and participate in meetings to provide updates and insights.
• Assist with travel expense submissions for sales and sales trading teams.
• Ensure high attention to detail and prioritize tasks effectively in a dynamic environment.

Key Responsibilities & Duties

• Coordinate analyst and corporate roadshows, expert meetings, and forums with precision and efficiency.
• Plan group tours and access days pipeline in collaboration with sales and research teams.
• Manage event activities, including travel bookings, diary arrangements, and equipment preparation.
• Liaise with corporates, sales, and investors to fulfill bespoke requests and ensure client satisfaction.
• Validate invoices and maintain accurate records in management information systems.
• Develop relationships with companies for corporate pitching and collaborate with research teams.
• Handle analyst invitations to calls and marketing roadshows to ensure effective participation.
• Assist with travel expense submissions and ensure compliance with organizational policies.

Job Requirements

• Bachelor’s degree in Finance, Marketing, Communications, or a related field.
• Minimum 1 year of experience in investor relations or corporate management.
• Proficiency in IT tools, including Excel and PowerPoint, for reporting and presentations.
• Strong organizational skills and ability to prioritize tasks in a fast-paced environment.
• Excellent verbal and written communication skills for effective collaboration.
• Experience working with buy/sell-side or listed company investor relations preferred.
• Attention to detail and ability to multi-task effectively.
• Ability to develop and maintain relationships across regions and teams.