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Job responsibilities
Corporate Access and Roadshow Co-ordinator:
Planning and execution of all aspects of all Deal/Non-deal roadshow and Investor Trip/Sector Tour activity for EMEA region: to include client liaison and travel management (flights, hotels, cars); one-on-one meeting scheduling; group meeting venue booking and all related logistical elements – audio visual, catering; client registration; profile production, presentation distribution; financial reconciliation
Deal and Non Deal roadshows, Investor days, Site Visits, Analyst Marketing:
- Drafting of proposed schedules for deal/ non deal marketing in required system
- Advising and organising of all logistics involved
- Communicating with corporate, sales, bankers and research teams
- Sourcing and booking of venues for group presentations and conference calls/ tele-presence. This includes the designing of the invitations and monitoring the responses
- Arranging production and delivery of presentation material and preparing information packs with investor profiles for clients
- Effective management of budgets and expense reconciliation for roadshows
- Multiple roadshows and investor tours/ trips and corporate access coordinated at the same time
- Work closely with equity sales teams, research teams and other divisions to coordinate conferences, private meetings, analyst marketing, deal and non-deal roadshows
- Liaising with senior management of corporate institutions on roadshow arrangements and related queries
- Being responsive, addressing issues/ concerns and disputes quickly, professionally and in good faith
- Safeguarding client privacy
- Designing of roadshow invitations and monitoring responses
- Arranging production and delivery of presentation material and preparing information packs with investor profiles for clients
- Sourcing and booking of venues for group presentations and zoom calls
Executive Assistant / Team Management:
- Advising and organising of all logistics involved both local and international (flights, hotels, transfers), production of accurate itineraries, and Process LOB invoices and T&E expense claims for team members. Ensure all policies are followed and items are processed timeously and managing all related queries and issues. Completion of monthly corporate card reconciliations
- Effective management of budgets and expense reconciliation for roadshows and business travel
- Advising and organising of all logistics involved both local and international (flights, hotels, transfers)
- Experience of managing schedules using a web-based scheduling/event management tool – P1 and Corporate Access. Strong technical capabilities – knowledge of Excel and Pitchpro and a desire to learn new skills including these
- Experience of managing schedules using a web-based scheduling/event management tool – P1 and Corporate Access. Strong technical capabilities – knowledge of Excel and Pitchpro and a desire to learn new skills including these
Requires qualification, capabilities, and skills
- Ability to learn new Roadshow co-ordination systems
- Strong project-management abilities, prioritising skills & ability to work on own initiative
- A solid EA skill set working with senior individuals with a strong degree of flexibility given the demand nature of the role
- Strong interpersonal, written and oral communication skills. Ability to communicate at all levels
- Excellent telephone etiquette and ability to manage competing priorities
- Strong attention to detail, organizational skills and time management is essential
- Accurate budget-management and financial reconciliation
- Team player with ability to be flexible
- Ability to multi-task, deliver a high volume of projects simultaneously and to work to strict deadlines
- Candidates will primarily have a proven track-record in financial roadshow-management
