Corporate Access And Research Associate

Overview

• Support corporate access coordination, research services management, and broker relations within a dynamic asset management environment.
• Engage with diverse teams including Investment, Legal, Marketing, and Compliance for integrated operations.
• Enhance operational efficiency through data analysis and workflow optimization initiatives.
• Prepare presentations and reports synthesizing data for internal and external stakeholders.
• Coordinate meetings and events with corporate executives and industry experts.
• Act as a liaison between investment professionals and research service providers.
• Contribute to the development and distribution of quarterly marketing materials.
• Opportunity to gain exposure to asset management and its broader ecosystem.

Key Responsibilities & Duties

• Analyze data and optimize workflows to improve reporting and efficiency.
• Prepare broker review packs by synthesizing data from multiple sources.
• Assist in creating presentations with data analysis, content development, and formatting.
• Coordinate meetings, roadshows, conferences, and research trips with corporate entities.
• Serve as a primary contact for corporate executives, ensuring positive interactions.
• Develop and distribute quarterly marketing materials to stakeholders.
• Manage and track research service relationships in collaboration with internal teams.
• Partner with Compliance, Marketing, and Technology teams for program integration.

Job Requirements

• Bachelor’s degree in finance, business, economics, or related field required.
• 1-2 years of experience in a related field preferred.
• Advanced proficiency in Excel and PowerPoint; Tableau and Snowflake experience preferred.
• Strong analytical skills with the ability to synthesize data into actionable insights.
• Excellent written and verbal communication skills with strong interpersonal abilities.
• Proactive and detail-oriented problem solver with a commitment to excellence.
• Professional demeanor suitable for interactive roles with corporate executives.
• Comfortable engaging with new software systems and tools.