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ROADSHOW COORDINATOR - CORPORATE ACCESS - NEW YORK

ROADSHOW COORDINATOR - CORPORATE ACCESS - NEW YORK

kepler cheuvreuxNew York, NY

yesterday

Meeting, Convention, and Event PlannersFinancial Specialists, All OtherSecurities, Commodities, and Financial Services Sales Agents
Investment Banking and Securities IntermediationPortfolio Management and Investment AdviceMiscellaneous Financial Investment Activities
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Roadshow Coordinator Organisation of virtual and physical events in the financial industry as part of a cross-border corporate access team.
Main responsibilities:
  • Events coordination and execution
  • Master virtual events platforms and help introduce new technologies
  • Draft invitations, compile investors targeting and coordinate itineraries and event schedules
  • Manage communication to ensure all stakeholders have clear and timely updates ahead of events
  • With institutional investors and listed companies
  • With Corporate Access team (both in the US and with the all the other Kepler Cheuvreux offices)
  • With Travel desk
  • With Research
  • With Equity Sales
  • Prepare and maintain marketing collateral and presentation materials for meetings and roadshows
  • Ensure flawless logistics and execution on the day of events
  • For physical events: welcome and host participants on-site on the day of the event
  • Liaise with participants after events to collect feedback
  • Attend sales meetings weekly to brief the team on events booking and corporate access priorities
  • General administrative work and support for local sales and analysts
  • Occasional office management tasks
  • Key Contacts:
  • External: Corporates, investors (clients), technology providers for virtual events, various providers for physical events (drivers/hotels/restaurants/caterers)
  • Internal: Corporate access team/ Research team / Sales team / ECM team.
  • Legal & Regulatory Responsibilities:
  • Comply with all applicable legal, regulatory and internal Compliance requirements applicable to the brokerage industry, including, but not limited to, Financial Crime and Fraud prevention obligations such as reporting to the Money Laundering Reporting Officer.
  • Maintain appropriate knowledge to ensure continued competence to undertake the role. Complete all mandatory training as required to attain and maintain competence.
  • Qualifications and required skills:
Essential Competencies:
  • Excellent organisational skills
  • Strong sense of responsibility & accountability
  • Excellent communication and relational skills
  • Team spirit
  • Good anticipation of possible blocking points and fast reaction time
  • Ability to thrive in fast paced environments with multiple projects and deadlines
  • Service oriented
  • Ability to work flexible hours
  • Ability to learn proprietary software quickly, especially our group CRMDesirable Competencies:
  • Tech-savvy nature
  • Knowledge of financial markets
Essential Qualifications: Good Powerpoint, Microsoft office and Outlook skills Knowledge of Zoom / Teams
Desirable Qualifications:
  • FINRA licenses SIE, 7 & 63 Web marketing experience
  • Desirable Experience:
  • Previously worked within a Financial Services organisation
  • Worked within a Corporate Access or Event Management Team
Recruitment process: Between 2 and 3 rounds of interviews: fit and technical questions. You will need a flexible and creative approach to flourish in our international environment and succeed with our diverse client base. If you possess these qualities and would like to be part of Kepler Cheuvreux's story, then come and join us! Please note that Kepler Cheuvreux promotes equal opportunity. All applications will be given due consideration.

Also on the board Same function, level within a rung

Level

Senior

Location

New York, NY

Occupation

Meeting, Convention, and Event Planners

Industry

Investment Banking and Securities Intermediation

Posted

yesterday

Apply for this role (opens in a new tab)