Corporate Access Associate

Overview

• Support a leading financial services firm by managing corporate access events, including roadshows, conferences, and field trips with precision and professionalism.
• Coordinate with sales teams, analysts, and corporate representatives to fulfill client requests and ensure seamless event execution.
• Oversee logistics for corporate access events, including travel arrangements, materials preparation, and scheduling to ensure smooth operations.
• Develop and maintain relationships with corporates, sales teams, and analysts to enhance collaboration and event success.
• Ensure accurate data entry and reporting in management systems for tracking and analysis of event outcomes.
• Assist with travel expense submissions and invoice validation for sales and trading teams to maintain financial accuracy.
• Contribute to flagship conferences and investor forums, ensuring seamless execution and corporate participation.
• Provide exceptional communication and organizational skills to ensure client satisfaction and event success.

Key Responsibilities & Duties

• Coordinate analyst and corporate roadshows, expert meetings, and access days with precision and professionalism.
• Plan and execute group tours and access days in collaboration with sales and research teams.
• Manage event logistics, including booking travel, accommodations, and transportation for participants.
• Arrange event diaries and schedules in liaison with analysts, corporates, and investors.
• Ensure availability of necessary materials and equipment for successful event execution.
• Develop relationships with companies for corporate pitching and collaborate with research teams.
• Handle invitations for flagship conferences and analyst marketing roadshows.
• Participate in regular management reporting and meetings to provide updates and insights.

Job Requirements

• Bachelor’s degree in Finance, Marketing, Communications, or a related field.
• Minimum 3 years of experience in buy/sell-side, investor relations, or corporate management.
• Proficiency in IT tools such as Excel and PowerPoint for reporting and presentations.
• Strong organizational skills and ability to manage multiple tasks simultaneously.
• Excellent verbal and written communication skills for effective collaboration.
• Attention to detail and commitment to delivering high-quality results.
• Experience with corporate pitching and developing relationships with stakeholders.
• Ability to work onsite with a structured schedule and meet deadlines effectively.