Responsibilities

• Coordinate investor client targeting and participation in equity marketing roadshows for primarily US equity deals and “pre-deals”, partnering closely with deal teams and clients.
• Understand investor prioritization to allocate meetings most impactfully; confirm which investors receive which meeting slots.
• Compose event announcement emails to be sent to sales teams and investor clients.
• Review daily schedule updates sent to clients and internal groups to ensure changes, confirmations, and contingencies are clearly documented; communicate schedules directly with corporate management and investors as needed.
• Communicate professionally with internal and external stakeholders via phone and email; escalate issues with urgency and clarity.
• Apply sound judgment in confidential situations; proactively identify and resolve risks or conflicts in schedules and logistics.
• Leverage technology and best practices to improve workflow efficiency and client experience across engagements.

Requirements

• Proficiency in Microsoft Office, including Excel and PowerPoint.
• Outstanding organizational and communication skills; responsive, reliable, and client-service oriented.
• Demonstrated tact and good judgment in confidential situations; proven experience interacting with clients.
• Ability to thrive in a fast-paced environment; strong time management, multi-tasking, and prioritization skills; team player.
• Creative problem-solving abilities, with strong ability to leverage technology and best practices.
• Ability to adapt procedures, processes, and techniques to support full roadshow execution.
• Bachelor's degree required.

Preferred

• 2–3 years of experience in roadshow marketing and/or corporate access.
• Experience with executive or client-facing events with complex logistics.
• Familiarity with financial services environments and high-profile client expectations.

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.