Roadshow Marketing Coordinator - Associate

Responsibilities

• Collaborate with Research, Sales, Banking and Origination partners to determine support needs for all corporate access event types and ensure all activities align with broader firm objectives.
• Work with research and sales on originating and executing all analyst marketing events.
• Assist with conference and summit allocations and changes and onsite support at events.
• Assess budget needs, secure and record appropriate approval, and track and record spend.
• Develop and maintain detailed event timelines, budgets, and schedules ensuring all deadlines are met and expenses are managed efficiently.
• Complete compliance reviews, manage event site build out, create and disseminate event marketing materials, manage request aggregation and meeting offers.
• Coordinate logistics for group and 1x1 meetings including but not limited to facility and venue reservations, catering organization, ground transportation, tech needs, security registration etc.
• Organize the creation of event materials, including presentation printing and schedule distribution.
• Manage onsite event logistics as needed, including setup, registration, attendee management and post event reconciliation.
• Provide administrative support including travel arrangement recommendations, processing expenses, and maintaining event records.

Requirements

• 3+ years of experience in corporate access, roadshow management, sales assistant or related roles.
• Strong organizational skills and attention to detail, with the ability to manage multiple projects and stakeholders simultaneously while meeting tight deadlines.
• Comfortable with ad-hoc demands, able to function in a fast-paced environment, and be able to adeptly navigate ambiguity.
• Excellent time management skills and the ability to work independently with minimal supervision as well as collaboratively within a team environment.
• Strong organizational skills with the ability to multi-task, attention to detail and problem-solving skills
• Excellent communication and interpersonal skills, with the ability to build relationships with clients and internal stakeholders.
• Proficiency in MS Office suite and event management tools

Benefits

• comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
• paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.