Marketing & Communications Coordinator at Capstone Investment Advisors | New York, USA | $70K/yr – $100K/yr

Capstone Investment Advisors

Marketing & Communications Coordinator

New York, USA (On-site)

$70K/yr – $100K/yrMid Level2+ years expFull time

Posted 4 months ago

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Job Summary

Own end-to-end investor events from planning to post-event follow-up, coordinating budgets, vendors, speakers, and digital promotion.

Must-have: 2-4 years in investor relations or corporate event management with 100+ attendee experience.
Standout: 20% automation and centralized processes using Cvent/Backstop integration.

Job Description

Responsibilities

Event Planning & Execution : Plan, manage, and oversee all phases of investor events across multiple formats, including webinars, breakfasts, lunches, dinners, roundtables, and large-scale summits (300+ attendees).
Attendee Management : Collaborate with the Client Solutions team to develop and vet attendee lists using Cvent, Backstop, and other event management platforms.
Sponsorship & Revenue Generation : Cultivate and maintain relationships with banks, exchanges, vendors, and investors to secure sponsorship dollars and drive event attendance. Target: $650K in GVS sponsor dollars and 3 new managers for GVS in 2026 .
Vendor & Venue Management : Source and secure venues, catering, speakers, vendors, and necessary supplies. Lead contract negotiations to ensure terms align with budgetary constraints and event requirements.
Budget Management : Manage event budgets using Excel, working closely with accounts payable to track sponsorship funds, expenses, and budget overflow. Oversee the accounts payable process to ensure timely vendor payments and receipt of sponsorship fees.
Speaker Coordination : Source, prepare, and support speakers to ensure successful presentations and compelling event agendas.
Reporting & Analytics : Report weekly on event attendees using event registration platforms and CRM systems (Cvent, Backstop). Develop comprehensive reports for stakeholder review.
Process Optimization : Drive 20% automation and 100% centralization of event processes (internal and external events). Implement Cvent/Backstop API integration and transition to a new webcast provider in 2026.
Digital Marketing for Events : Develop and execute digital marketing campaigns to promote events, including LinkedIn posts, email invitations, reminders, and distribution list management.
Thought Leadership Content : Support the development of compelling event agendas, including speaker sourcing, topic ideation, and speaker preparation to position Capstone as a thought leader in the investment community.

Requirements

2-4 years of experience in event management, preferably in investor relations, corporate events, or the financial services sector.
Proven track record of managing large-scale events (100+ attendees) across in-person, hybrid, and virtual formats.
Strong budget management skills, including experience tracking expenses, managing vendor payments, and optimizing costs.
Proficiency in event management platforms (Cvent preferred) and CRM systems (Backstop or similar).
Excellent negotiation skills and experience managing vendor relationships.
Strong project management abilities with the capacity to manage multiple events simultaneously and meet tight deadlines.
Exceptional communication and collaboration skills, with the ability to work cross-functionally across teams.
Experience with digital marketing and social media promotion (LinkedIn, email campaigns)

Preferred

2-4 years of experience in event management, preferably in investor relations, corporate events, or the financial services sector.
Proven track record of managing large-scale events (100+ attendees) across in-person, hybrid, and virtual formats.
Strong budget management skills, including experience tracking expenses, managing vendor payments, and optimizing costs.
Proficiency in event management platforms (Cvent preferred) and CRM systems (Backstop or similar).
Excellent negotiation skills and experience managing vendor relationships.
Strong project management abilities with the capacity to manage multiple events simultaneously and meet tight deadlines.
Exceptional communication and collaboration skills, with the ability to work cross-functionally across teams.
Experience with digital marketing and social media promotion (LinkedIn, email campaigns)

Benefits

- Training and development opportunities
- Robust Wellness Resources: Physical, Mental and Financial
- Time-Off, Retirement and Commuter Benefits
- Gym Reimbursement and other Discounts

Capstone Investment Advisors

3.0 Glassdoor

We are a forward-thinking global asset manager, dedicated to exploring alpha opportunities in derivatives and complementary strategies that persist across market cycles. Together with our investors we explore the overlooked to innovate new strategies and solutions in pursuit of differentiated returns and outcomes.

Founded in 2004

New York, New York, USA

396 employees

www.capstoneco.com

39% recommend to a friend

37% CEO approval