CIB - Equities - Corporate Access Coordinator

Key Responsibilities

Manage the end-to-end execution of conferences, forums, investor tours, deal and non-deal roadshows , bespoke trips and other ad hoc Investor Access events
Prepare event invitations, meeting schedules and marketing materials as required
Strict adherence to meeting protocols (cost saving measures, legal and compliance, risk policies, contract approvals)
Set up event details in our event management systems and market the event to our regional equity sales and research teams
Monitor event schedules to ensure available meeting slots are being filled
Manage all logistical arrangements and partner closely with our Corporate Meetings and Events team on logistics around our larger flagship conferences
Provide onsite support at events including monitoring meeting attendance and produce post-event reporting
Update event management systems with accurate post-event attendance
Budget management at all steps of the event, starting at the conceptualization process
Work closely with the equity research, sales, regional investor access teams and other divisions of the firm to develop investor access strategy and content across different products
Develop relationships with investors and corporate management by promoting investor access products

Your Background

Minimum 3 years of relevant experience is preferred
Experience in handling deal roadshow is a must
Highly organized and detail-oriented
Strong interpersonal skills and ability to multi-task
Team player
Ability to thrive on the challenge of competitive pressures and remain focused on client needs
Ability to interact comfortably with business clients and management
Positive attitude with the ability to work to tight project deadlines in a dynamic environment
Self-directed, highly motivated, and able to work independently
Fluency in written and spoken Chinese and English
Demonstrates creativity in solving problems, always looking for new ways of doing things