Job description

We are seeking a detail oriented and proactive professional for an associate level Roadshow/Analyst Marketing Coordinator role on the Corporate Access team in NY. This individual would be responsible for executing all aspects of local event logistics across non-deal roadshows, reverse roadshows, field trips, and conferences/summits and handling all analyst marketing for the firm. Key Responsibilities: • Collaborate with Research, Sales, Banking and Origination partners to determine support needs for all corporate access event types and ensure all activities align with broader firm objectives. • Work with research and sales on originating and executing all analyst marketing events. • Assist with conference and summit allocations and changes and onsite support at events. • Assess budget needs, secure and record appropriate approval, and track and record spend. • Develop and maintain detailed event timelines, budgets, and schedules ensuring all deadlines are met and expenses are managed efficiently. • Complete compliance reviews, manage event site build out, create and disseminate event marketing materials, manage request aggregation and meeting offers. • Coordinate logistics for group and 1x1 meetings including but not limited to facility and venue reservations, catering organization, ground transportation, tech needs, security registration etc. • Organize the creation of event materials, including presentation printing and schedule distribution. • Manage onsite event logistics as needed, including setup, registration, attendee management and post event reconciliation. • Provide administrative support including travel arrangement recommendations, processing expenses, and maintaining event records. Qualifications: • 3+ years of experience in corporate access, roadshow management, sales assistant or related roles. • Strong organizational skills and attention to detail, with the ability to manage multiple projects and stakeholders simultaneously while meeting tight deadlines. • Comfortable with ad-hoc demands, able to function in a fast-paced environment, and be able to adeptly navigate ambiguity. • Excellent time management skills and the ability to work independently with minimal supervision as well as collaboratively within a team environment. • Strong organizational skills with the ability to multi-task, attention to detail and problem-solving skills • Excellent communication and interpersonal skills, with the ability to build relationships with clients and internal stakeholders. • Proficiency in MS Office suite and event management tools New York, NY Full Time Base Salary Range of $125,000-135,000. #LI-DNI

Requirements

Must-haves

Collaborate with Research, Sales, Banking and Origination partners to determine support needs for all corporate access event types and ensure all activities align with broader firm objectives.
Work with research and sales on originating and executing all analyst marketing events.
Assist with conference and summit allocations and changes and onsite support at events.
Assess budget needs, secure and record appropriate approval, and track and record spend.
Develop and maintain detailed event timelines, budgets, and schedules ensuring all deadlines are met and expenses are managed efficiently.
Complete compliance reviews, manage event site build out, create and disseminate event marketing materials, manage request aggregation and meeting offers.
Coordinate logistics for group and 1x1 meetings including but not limited to facility and venue reservations, catering organization, ground transportation, tech needs, security registration etc.
Organize the creation of event materials, including presentation printing and schedule distribution.
Manage onsite event logistics as needed, including setup, registration, attendee management and post event reconciliation.
Provide administrative support including travel arrangement recommendations, processing expenses, and maintaining event records.
3+ years of experience in corporate access, roadshow management, sales assistant or related roles.
Strong organizational skills and attention to detail, with the ability to manage multiple projects and stakeholders simultaneously while meeting tight deadlines.
Comfortable with ad-hoc demands, able to function in a fast-paced environment, and be able to adeptly navigate ambiguity.
Excellent time management skills and the ability to work independently with minimal supervision as well as collaboratively within a team environment.
Strong organizational skills with the ability to multi-task, attention to detail and problem-solving skills
Excellent communication and interpersonal skills, with the ability to build relationships with clients and internal stakeholders.
Proficiency in MS Office suite and event management tools

Nice-to-haves

None flagged.

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Platform: oracle-cloud
Effort: medium

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