Corporate Access Resume Samples
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Corporate Access Resume Samples
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CC
C Cummerata
Concepcion
Cummerata
881 Fannie Center
Detroit
MI
+1 (555) 575 5878
881 Fannie Center
Detroit
MI
Phone
p
+1 (555) 575 5878
Experience
Experience
Chicago, IL
Corporate Access Coordinator
Chicago, IL
Lakin Group
Chicago, IL
Corporate Access Coordinator
- Arranging production and delivery of presentation material
- Arranging Conf Calls
- Drafting invitations
- Managing Roadshow and Conference events from conception through to completion
- Using templates provided, create and maintain all roadshow materials including invitations, company schedules, investor profiles and feedback documents
- Processing of invoices
- Sharing innovative ways to improve efficiencies and productivity with the Corporate Access team
Houston, TX
Corporate Access Associate
Houston, TX
Rippin, Hessel and Abernathy
Houston, TX
Corporate Access Associate
- Develop and manage external relationships with company management (CEO, CFO and Investor Relations)
- Execute events onsite when necessary. Travel to various locations to execute conference meetings and events
- Originate corporate access events by working closely with company management, institutional equity sales and equity research analysts
- Execute planning and logistics for all stages of corporate access events
- Develop and maintain internal relationships with sales, research, capital markets and banking to drive our non-deal marketing effort
- Travel and manage corporate access events
- Develop and maintain relationships with associates in Corporate Access, Conference Services, Sales, Trading, Research and the Equity Capital Markets Desk
present
Boston, MA
Executive, Corporate Access & Events
Boston, MA
Konopelski, Willms and Glover
present
Boston, MA
Executive, Corporate Access & Events
present
- Using templates provided create and maintain all roadshow materials including invitations, company schedules, investor profiles and feedback documents
- Regular contact with investor relations and senior management of corporate institutions throughout pre-marketing, execution and feedback stages of corporate events
- Maintenance of Macquarie's contact relationship management system and shared events calendars. Collaborate with vendors and other business areas regarding implementation & enhancement of new systems
- Working closely with research teams, equity sales teams and other divisions of Macquarie to coordinate large scale conferences, private meeting scheduling, analyst marketing and non-deal roadshows
- Manage interaction with vendors on process improvements, report enhancements, etc
- Work with the Corporate Access Desk, Research Analysts & Sales desk to communicate status of events, establish priorities etc
- Arranging travel / accommodation, including flights, ground transportation, hotel bookings, visa application etc for management of Corporates
Education
Education
Bachelor’s Degree in Communication
Bachelor’s Degree in Communication
California State University, Northridge
Bachelor’s Degree in Communication
Skills
Skills
- Strong team player mentality- willing to pitch in and help other team members and leaders as necessary. Flexible, highly adaptable and proactive
- Excellent PC skills –Advanced knowledge of Microsoft Word, Excel and PowerPoint. Experience utilizing pivot tables is helpful
- Able to adapt quickly and appropriately in accordance with the constant evolution of the company and industry
- Exceptional communication skills - ability to effectively exchange ideas and information or influence others with a high level of professionalism
- Detail-oriented, analytical and well organized; ability to adapt to changing situations with ease
- Excellent client facing skills & ability to effectively communicate
- 2+ years of professional experience within financial industry
- Ability to operate successfully in a fast-paced environment handling multiple assignments
- Strong client service, relationship building, problem solving and communication skills
- Ability to work well under pressure
8 Corporate Access resume templates
Read our complete resume writing guides
1
Corporate Access Analyst Resume Examples & Samples
- Develops investor targeting analysis for corporate clients in support of corporate access origination
- Develops internal and external client presentations
- Follows general current events and research product and understands investor needs about critical issues in the news relevant to current and potential clients
- Conducts statistical reporting for tracking corporate access events for use by senior managers
- Conducts and maintains vote tracking to assist senior managers in determining account profitability
- Utilizes available databases to provide valuable input to corporate access targeting effort
- Fundamental concepts, practices and procedures of Equity Capital Markets
- Fundamental investment concepts, practices and procedures used in the securities industry
- Analytical skills sufficient to assess and explain events in the market
- Problem solving skills and the ability to think independently sufficient to market ideas
- Operating standard office equipment and using required software applications, including Microsoft Office (Excel and PowerPoint) and established databases (FactSet, Institutional Analytics, Thompson Reuters)
- Gather information, identify linkages and trends and apply findings to reports
- Attend to detail while maintaining a big picture orientation
- Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity
- Assume full responsibility and accountability for own actions
- Demonstrate uncompromising adherence to ethical principles
- Bachelor’s Degree (B.A.) in related field
2
Cib-corporate Access Agent Resume Examples & Samples
- Providing extensive organization and handling skills to arrange meetings, tours, forums, conferences etc
- Professional telephone conversation and email communication in a timely and appropriate manner with clients
- Business travel arrangement and associated tasks : Booking hotels, airline tickets, logistics on sites
- Processing T&E, invoice and other expense claims
- Providing general support including ordering business cards or stationary, call coverage etc
- Prepare presentation materials and participating in conference /non-deal roadshow pitches
- Experience working with Investor-Related business is preferable but not essential
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), MS Outlook, flexible stance for internal system handling
- Self-Starter, extremely organized and detail-oriented with strong commitment to accuracy
- Ability to multi-task and manage priorities effectively
- Team and service oriented : enjoy supporting to investor clients as well as corporate clients
- Demonstrates creativity in solving problems
- Advanced ability to organize and adapt procedures, processed and techniques to the completion of assignments
- Experience working independently and with little direction
- Ability to work in a matrix environment
3
Global Corporate Access, Associate / VP Resume Examples & Samples
- High attention to detail and can handle multiple events (conferences or non-deal roadshows) at once
- Ability to solve problems quickly and efficiently
- Self-starter with excellent anticipation skills; problem solving; follow up. Can lead an event on his/her own
- Demonstrates high degree of integrity and confidentiality
- Comfortable working with people at all organizational levels
- Ability to display a consistent, professional degree of communication (in person, phones, e-mails)
- Ability to perform a wide variety of tasks and flexibility to change focus quickly as demands change (multi-task)
- Team player with a positive attitude
- Prefer 3+ years of experience
4
Corporate Access Generalist Resume Examples & Samples
- Ability to drive all corporate access offerings: Conferences, NDRs, reverse roadshows, tour schedules, site-visits, luncheon arrangements
- Corporate pitchbooks for NDRs and conferences
- Pitchbooks for bespoke institutional client trips (reverse roadshows)
- Corporate broking trading summaries
- Other ad-hoc projects and tasks for event logistics
5
Executive / Manager, Corporate Access Resume Examples & Samples
- 5-10 years of experience in Corporate Access
- Experience managing a team
- Fluency in English, Mandarin and Cantonese
- Strong attention to detail
- Extensive knowledge of Word, Excel and PowerPoint
- A Bachelor degree, with sound academic results
- A willingness to work in a fast-paced, dynamic organisation, where flexible work hours may be required
- Experience training new coordinators
- Professional on-site event management skills, which may include travel to other offices to attend conferences and other events when required
- LI
6
Corporate Access Associate Resume Examples & Samples
- Coordination with Corporate Events team on logistics for Equities and Fixed Income
- Bachelor Degree preferred
- 2+ years of professional experience within financial industry
- Heavy calendar management and scheduling
- Prior Travel & Expense coordination for multiple team members
- Advanced MS Office
- Collaborative, energized by the open exchange of ideas
- Excellent client facing skills & ability to effectively communicate
- Detail-oriented, analytical and well organized; ability to adapt to changing situations with ease
- Able to adapt quickly and appropriately in accordance with the constant evolution of the company and industry
- Strong interpersonal and communications skills, with the ability to present relevant facts needed to drive business decisions
- Ability to operate successfully in a fast-paced environment handling multiple assignments
- Must exhibit strong collaboration skills
- Maintains integrity at all times
7
Manager, Corporate Access Tokyo Resume Examples & Samples
- Establishing relationships and maintaining regular contact with investor relations and senior management of Japanese corporates
- Planning roadshows and site tours into Japan, including contacting corporates for meetings, arranging logistics, and delivering a professional schedule and hand-outs to participants
- On-site event management, including travelling to other cities to attend conferences and other events when required
- Creating and presenting marketing documentation for corporate access programs hosted and arranged by Macquarie, e.g. non deal roadshow proposals
- Inviting Japanese companies to offshore conferences/non deal roadshows and liaising with the invited companies
- Maintaining the corporate contact database and create corporate pitching packs
- Liaising with offshore event and roadshow coordinators on conference logistics arrangements, budgets, planning and branding
- Acting as an in-country host, including translation, for investor roadshows into Japan when required
- Fluency in spoken and written Japanese and English
- Minimum of five years working at a financial institution or relevant industry (including PR/IR)
- Strong analytical skills and a focus on detail to produce high quality output and relevant commentary to a varied audience
- The ability to build valuable relationships through commitment to high service standards and the delivery of customer service excellence
- An excellent phone manner
- The ability to communicate in a clear, concise and accurate manner and interact with people of various seniority, both internally and externally
- The ability to multi-task and prioritise a heavy workload to meet deadlines
- Superior skills in Excel, PowerPoint and Word
8
Senior Associate, Corporate Access Asia Resume Examples & Samples
- Preparing, editing and maintaining Corporate Access marketing and presentation materials using Macquarie templates, including non-deal roadshow proposals, reverse roadshow proposals, pitches and case studies
- Obtaining appropriate Compliance and Corporate Communications approvals for all external marketing materials
- Training regional roadshow coordinators to prepare non-deal roadshow proposals
- Arranging feedback documents for regional corporate non-deal roadshows
- Working with Research Analysts, Sales and Corporate Finance to organize Corporate Access marketing trips to pitch to corporates; and, liaising with corporate assistants to finalize details
- Coordinating and booking domestic and international travel and accommodation for Corporate Access pitches
- Attending local and regional Corporate Access pitches and writing-up meeting notes
- Creating and maintaining corporate profiles in our custom databases
- Ensuring all information in our events and contact database is correct and updated
- Monitoring and tracking competitor events
- Data management and quarterly reports of Corporate Access events for internal management reporting
- Working with Research Analysts, Global Sales and Corporate Finance on Corporate Access targets and invitation materials; and,
- Helping Conference Coordinators with preparation and execution of events as needed
- Fluency in English and written Chinese (proficiency in Mandarin or Cantonese would be desirable but it is not mandatory)
- 1-2 years of experience in financial services, consulting, or similar profession providing team support (experience in an equity research or corporate finance environment would be highly regarded but is not essential)
- Tertiary qualifications in a relevant discipline
- Fastidious attention to detail
- Expertise in Microsoft Office and experience with Bloomberg and FactSet
- The ability to multi-task and effectively juggle multiple, competing priorities
- Excellent time management skills and an ability to respond quickly to ad-hoc requests
- The ability to work in an unstructured, fast-paced, and sometimes high-pressure environment
- Demonstrated initiative and the ability to work on projects with minimum oversight
- A professional attitude and a willingness to interact and work on initiatives with internal and external parties at all levels, including internal and corporate and investor clients worldwide
- A creative approach to problem solving; and,
- A team focus with a can-do attitude and the desire to succeed
9
Sydney Ied, Corporate Access Professional Resume Examples & Samples
- Excellent customer service skills and telephone manner
- Maintain client relationships
- Advanced in Microsoft Word, Excel and PowerPoint
- Well developed skills using databases
- Works collaboratively to achieve a positive team outcome
- Organises time and resources to achieve aims
- Professional presentation and strong attention to detail
- Is driven and takes a proactive approach
- Flexible attitude and ability to remain calm under pressure
- Minimum 3 years’ experience in a similar role
- Track record of managing complex internal and external relationships
- Qualifications in Marketing, Communication or a business related discipline
- An ability to work autonomously and as a key member of a group
10
Corporate Access Execution Manager Resume Examples & Samples
- 5-7 years’ experience within Corporate Access or related field
- Excellent written and verbal communication skills with the ability to convey ideas in a comprehensive manner to senior level management
- Ability to think creatively and develop a strategy to lead Citi’s conference platform while maximizing value
- Exceptional analytical skills with a comprehensive knowledge of Microsoft Excel, PowerPoint and Word
- Detail oriented with the ability to handle multiple projects
- Strong presentation and persuasion skills; ability to present key insights to management and influence change
- Consensus builder with the ability to bring together partners with different objectives
11
Associate Corporate Access Resume Examples & Samples
- Understand and have personal experience around Corporate Access services for the benefit and welfare of both institutional clients and corporates
- Good communication skills and should be comfortable interacting with internal and external stakeholders
- Ability to work under pressure, with minimal supervision, and in a team environment
- Must be open to change and willing to adapt
- Must be highly detail-oriented and will possess strong organizational skills. Also be sound in problem solving and be creative to new process innovations
12
Corporate Access Originator Resume Examples & Samples
- Manage corporate relationships and advise investor relations officers of their marketing opportunities
- Work with institutional sales and research analysts to identify business opportunities and understand client interests
- Collaborate with Corporate Access team and support reporting requirements for strategy development and equities management
- Assist with execution of large conferences, investor days and non-deal roadshows for corporate clients as needed
13
Executive, Corporate Access & Events Resume Examples & Samples
- Working closely with research teams, equity sales teams and other divisions of Macquarie to coordinate large scale conferences, private meeting scheduling, analyst marketing and non-deal roadshows
- Regular contact with investor relations and senior management of corporate institutions throughout pre-marketing, execution and feedback stages of corporate events
- On-site event management, including travel to other offices to staff conferences and other events when required
- Fluency in English with Cantonese and Mandarin language skills preferred
- Good judgment and the ability to think and problem solve independently
- At least 4 years related work experience
- The ability to communicate in a clear, concise and accurate manner and interact with people at various levels, both internally and externally
- A strong work ethic and commitment to the success of the team
- A high level of integrity and be an enthusiastic team player
- The drive to learn and build a career
14
Corporate Access Associate Resume Examples & Samples
- Research and compile data for internal and external use, including idea generation and data analysis
- Prepare proposals including marketing materials and shareholder analysis
- Partner with sales and research to confirm travel between corporate clients and sales for corporate access activities (NDRs, Conferences, Field Trips, Company Visits, Dinners, etc.)
- In partnership with current corporate access team member, develop and maintain external relationships from corporate access perspective
- Drive results through the team by communicating team priorities and objectives. Manage team projects from start to finish and facilitate execution and best practices
- Develop and maintain relationships with associates in Corporate Access, Conference Services, Sales, Trading, Research and the Equity Capital Markets Desk
- Travel and manage corporate access events
- Liaison with research and banking
- Create proposals, data slides, confirmations, recaps and various types of documents for the team
- Produce daily, weekly, monthly, quarterly and annual reports containing activity numbers
- Manage scheduling and confirming logistics; includes preparing detailed itineraries, arranging air travel, hotels, food & beverage, group events, car service, etc
- Answer multiple phone lines and initiate phone calls; provide information or refer callers to the proper associate
- Maintain CRM system for accuracy, data and team activities. Perform Word and Excel functions of moderate complexity
- Coordinate, manage and maintain a dynamic team SharePoint site
- Bachelor’s degree and a minimum of 1-5 years’ experience performing sales/client service functions. Industry experience helpful. Series 7 and 63 are a plus
- Exceptional organizational skills – is consistent, dependable and accurate. Ability to prioritize daily workflow to effectively meet deadlines and drive results
- Exceptional communication skills - ability to effectively exchange ideas and information or influence others with a high level of professionalism
- Ability to manage projects from start to finish; including influencing activities to produce a result and leading events
- Must be detail oriented and recognize errors in numbers, spelling, grammar and punctuation. Must demonstrate good follow-through skills to ensure a successful end result
- Strong team player mentality- willing to pitch in and help other team members and leaders as necessary. Flexible, highly adaptable and proactive
- Ability to tolerate peak workloads, to deal with constant interruptions and to maintain flexibility and composure in a high volume, high-intensity environment
- Ability to work independently in a fast-paced team environment with minimal supervision
- Excellent PC skills –Advanced knowledge of Microsoft Word, Excel and PowerPoint. Experience utilizing pivot tables is helpful
15
Corporate Access Associate Resume Examples & Samples
- 3+ years of professional experience within financial industry
- Previous Corporate Access experience preferred
- Equity Capital Markets experience a plus
- Demonstrated time management skills
16
Corporate Access & Events Manager Resume Examples & Samples
- Executing on Investor roadshows both domestically and offshore
- Executing on Conferences with the assistance of Citi’s Global Events Management team
- Compiling NDR/conference feedback from institutions
- Management pack data tracking and monthly reporting
- Conference scheduling experience
- Degree qualified preferred
- Strong understanding of global markets
- Understanding of global client base
- Understanding of corporates and the investor relations function
17
MSG Corporate Access Resume Examples & Samples
- Plan, organise and project manage the logistical and cost-effective delivery of these events from conception to completion
- Identify suitable venues that meet the business objectives and ensure that events are within the agreed budget
- Managing general events logistics - invitation design, sourcing and booking suitable venues, managing the details of the event
- Organise travel - hotels, flights, transfers, entertainment for roadshows and corporate days/conferences
- Prepare itineraries, presentation materials, handouts
- Maintain a directory of information relating to forthcoming roadshows, global conferences and events
- Liaison with sales managers on appropriate and recommended entertainment opportunities for clients through corporate hospitality
- Booking ad hoc requirements
18
Japan Corporate Access Assistant Resume Examples & Samples
- Assisting the team in arranging conferences/ seminars /roadshows and company visits as well as the travel arrangements
- Helping with the preparation of presentation materials
- Handling and managing the team’s expenses
- Interaction with clients and vendors
- Adhoc projects and admin duties
19
Corporate Access Analyst Resume Examples & Samples
- Proven experience as an Assistant
- Client relationship management - proven track record with institutional clients and hedge funds. Strong relationships with clients in the US and Europe
- Some experience dealing with corporates and investors in setting up investor road shows, bespoke trips and conferences
- To liaise with research / sales at Morgan Staley in the process or organising meetings of road shows and collecting feedback
- Needs to be very well organised with strong multitasking skills, a flexible working approach and strong communication skills
20
Associate Corporate Access & Equity Marketing Resume Examples & Samples
- Proven performance in a fast-paced, team environment
- Adaptability and professionalism
- Excellent analytical, decision making and organizational skills
- Database experience (including MS Office, CRM and database work)
- Knowledge of internal operations within the organization
- Familiarity with other systems such as Thomson and Bloomberg, an asset
- Previous investor relations and /or marketing experience an asset
21
Executive, Corporate Access & Events Resume Examples & Samples
- Roadshow Team Leader
- Managing Roadshow and Conference events from conception through to completion
- Arranging travel / accommodation, including flights, ground transportation, hotel bookings, visa application etc for management of Corporates
- Booking meeting venues (internal and external), confirming full arrangements and organising audiovisual equipment when required
- Arranging Conf Calls
- On-site management of events where necessary
- Processing of invoices
- Logistical coordination and execution of all Asian Corporate roadshows working in conjunction with the Sales, Analyst & Investment Banking teams
- Mentor and train junior team members
- Work with the Corporate Access Desk, Research Analysts & Sales desk to communicate status of events, establish priorities etc
- Collaborate with global Corporate Access desks on deliverables and content for clients and pitch materials
- Assist with Special Projects to support evolving platform
- Work with Sales to collate investor feedback and format
- Data mining to include pulling historical Corporate Access data for internal clients (research, investment banking, sales etc)
- Manage invoice processing, including the tracking of roadshow costs
- Assist Corporate Access Origination team with preparing Corporate Access proposals and pitch documentation
- 2+ years previous experience within Corporate Access / Investment Banking
- Excellent organisation, written and oral communication and administrative skills
- Excellent understanding of MS Office – Word, Excel, PowerPoint
- Ability to use initiative and forward plan
- Ability to remain calm under pressure and to think ahead
- Enthusiastic and motivated team player
22
Icg-corporate Access Execution Manager Resume Examples & Samples
- 5-7 years of experience within Corporate Access or related field
- Detail-oriented with the ability to handle multiple projects
- Strong presentation and persuasion skills, ability to present key insights to management and influence change
- Excellent written and verbal communication skills with the ability to convey ideas in a comprehensive manner
- Detail-oriented with the ability to handle multiple projects; consensus builder with the ability to bring together partners with different objectives
23
Corporate Access Resume Examples & Samples
- Establishing relationships and maintaining regular contact with investor relations and senior management of Japanese corporate
- Planning road shows and site tours into Japan, including contacting corporate for meetings, arranging logistics, and delivering a professional schedule and hand-outs to participants
- Inviting Japanese companies to offshore conferences/non deal road shows and liaising with the invited companies
- 1-3 working at a financial institution or relevant industry (including PR/IR)
- Native level fluency in written and spoken Japanese and Fluent English
- Experience in PR/IR is preferred
24
Corporate Access Coordinator Resume Examples & Samples
- Proactively liaising with Macquarie Sales desks (on and offshore) to design and execute tailored events
- Book and coordinate ground travel and hotel arrangements
- Conference work, specifically the coordination of institutional clients for the annual Macquarie Securities Australian Conference
- Ability to build relationships through the delivery of high service standards and customer service
- An excellent phone manner with minimal call reluctance
- Self starter able to work independently in a challenging and fast paced environment
- Ability to communicate in a clear, concise and accurate manner and interact with people at various levels
25
Trilingual Corporate Access Resume Examples & Samples
- Planning road shows and site tours into China for the Japanese clients , including contacting corporate for meetings, arranging logistics, and delivering a professional schedule and hand-outs to participants
- Inviting Japanese/ Chinese companies to offshore conferences/non deal road shows and liaising with the invited companies
- 3-5 years working experience at a financial institution or relevant industry (including PR/IR)
- Native level fluency in written and spoken Japanese and Chinese and fluency in English
- Experience working with Chinese markets
26
Capital Markets Corporate Access Associate Resume Examples & Samples
- Receive trip information from research analysts and Head of Equity Sales & Trading, make initial contact with corporate management, gather account interest, schedule all meetings, execute all logistics and provide post-event feedback for all equity events
- Consistently provide updates and progress reports on schedules and logistics to company management and research analysts
- Confirm all logistics (including but not limited to meals, hotels and transportation) with all parties involved for each roadshow or event
- Solicit and prepare feedback from sales and prepare and send thank you letters to management
- Ability and willingness to pro-actively reach out and work with all areas of capital markets and banking
- Spearhead the origination and scheduling of all analyst marketing
- Ability to put together pitch-books and help to pitch senior management at public companies in order to originate non-deal road shows
- Ability to do analytics on resource allocation and consumption
- Bachelor’s degree or equivalent education and related training
- Cooperative, enthusiastic self-starter
- Financial Industry Regulatory Authority (FINRA) Series 7 and 63 Licenses
- Ideal candidate will be upbeat and outgoing with a strong ability to multitask, be very detail oriented and work well under pressure
27
Corporate Access Resume Examples & Samples
- Coordinate with research on inviting companies for conferences and help on logistic issues for company representatives
- Have understanding of China capital markets and financial industry
- Well organized, excellent in communication, flexible, able to take initiative, high level of integrity
- Bachelor degree or above, Financial/Economics/Management-related major preferred
- Fluent in oral and written English
28
European Corporate Access Originator Resume Examples & Samples
- 5 years + corporate access or relevant work experience
- Exceptional organizational skills
- Self-starter with a strong acumen to think and solve problems independently
- Commitment to quality and client service in a high pressured work environment with time constraints
- Comfortable working with professionals at all levels of an organization
- Detail oriented focus with the ability to handle multiple projects
- Ability to adapt a changing fluid environment
29
Corporate Access Associate Resume Examples & Samples
- Strong interpersonal skills, effectiveness in building client relationships
- Strong team player, internally and externally, with humor
- Self-starter with an ability to work in a high pressure environment
- Strong practical skills, adapt at finding balanced solutions
- Preferable knowledge of the Equity and Debt Capital Markets
- Experience as in organizing (international) conferences or roadshows is a plus
- Fluent in English and Dutch (speaking and writing)
30
Corporate Access Associate to VP Resume Examples & Samples
- Arrange Corporate Access Calls
- Arrange road shows for domestic & overseas investors
- Minimum 2 year Corporate Access experience in Investment Bank based in Japan
31
Americas Corporate Access Execution Team Resume Examples & Samples
- A basic understanding of the Equity/FICC business; minimum 1-2 years experience in industry
- Ability to multi-task and work under pressure
- Ability to work independently but also contribute to the team based atmosphere
- Demonstrated team player mentality and the ability to develop relationships across a broad ranges of constituencies
- Knowledge and aptitude for understanding companies and stocks, fundamental analysis, financial statements and valuation
- Demonstrated ability to make good business judgments quickly and pro-actively ask questions
- Experience working on technology development projects
32
Corporate Access & Events Resume Examples & Samples
- Building and maintaining strong internal and external relationships
- Ability to drive all corporate access offerings: Conferences, NDRs, investor roadshows, tour schedules, site-visits, luncheon arrangements
- Executing on Conferences with the assistance of Citi’s Global Events
- Management team
- Establish corporate and investor client relationships
- Preparation of Corporate pitchbooks for NDRs and conferences
- Conference scheduling
- Post conference budget and feedback
- Data entry of events into internal calendar
- Other ad-hoc projects and tasks for event logistics as assigned
- Comply with the ethical standards contained in the Citi Code of Conduct
- Adhere to firm policies and procedures, regulatory and legislative requirements
- Degree qualified (a strong preference)
- Strong understanding of global markets and a working within a large financial company
33
Corporate Access & Marketing Desk Assistant Manager Resume Examples & Samples
- Working closely with the Corporate Marketing Associate, co-ordinate client service efforts for Corporate Marketing – back-up and/or manage corporate marketing schedules as directed. Liaise with corporate management teams if necessary, follow up with feedback and correspondence
- Involvement in all aspects of all client-related services, including corporate and analyst marketing, reporting and ad hoc situations
- Acquire a detailed understanding of Salesforce CRM/Global Calendar and services provided by the sales & trading team in conjunction with internal business partners
- Day-to-day interaction with clients both internal and external
- Pull and review client profiles for accuracy and complete ad hoc data projects on request
- Maintain details of client activity for annual summary
- Ensure client interaction databases are current and accurate – including corporate, analyst and ad hoc situations relating to Global Equity marketing activities
- Administration – Document procedures, update databases, track budget vs expense data, generate correspondence with related vendors and internal teams
- Identify issues, escalate as required. Prepare reports on demand from various sources for management review
34
Associate, Corporate Access Resume Examples & Samples
- Professionalism and comfort interfacing with senior management, both internally and with our corporate clients
- An understanding of basic programs such as Excel, PowerPoint, etc and willingness to learn new systems and technologies
- Ability to communicate ideas in a professional and articulate manner
- Willingness to travel periodically for events held outside the NYC area
- Quick learner with a pro-active approach
- Strong written and interpersonal skills
- Working knowledge of Bloomberg, Ipreo/BidDough, and Factset
- Fluent in Spanish
35
Msg-corporate Access Manager Resume Examples & Samples
- Managing the team on a day to day basis and career development
- Negotiate deals with suppliers
- Working closely with corporate access teams globally
- Plan, organise and project manage the logistical and cost-effective delivery of these events
- Creation of meeting schedules on a one-to-one basis and group presentations
- Scheduling one on one meetings at conferences and corporate days
- Track costs of the event and confirm budget details
- Organise travel
- Creating and maintaining relationships with internal and external contacts and clients globally
- Maintain a directory of information relating to forthcoming roadshows conferences and events
- Degree or equivalent or an Events Management qualification
- Prior experience of managing or working at a senior level within a roadshow or conference/events team in a corporate environment
- Strong budgeting skills
- Proficient systems skills (experience in Word, Excel, PowerPoint and Outlook)
- Experience in CRM programmes notably Dealogic is beneficial
36
CIB Corporate Access Associate / VP Resume Examples & Samples
- Coordinates complex, senior-level internal/ external meetings for UK and European companies (primarily non-deal roadshows)
- Work closely with internal teams in a fast-paced Sales environment (Sales, Research, ECM, Logistics)
- Knowledge of US investor client base a plus (hedge funds, mutual funds, sovereign wealth funds)
- Comfortable working and speaking with senior level corporate management
- Solicit and draft feedback report post each corporate event (non-deal roadshows, conferences)
- Handle a high volume of emails and phones calls, supporting internal and external client base
- Respond quickly and follow up on client requests for various events
37
Corporate Access Specialist Resume Examples & Samples
- Organisation of Non-Deal Roadshows within Europe for UK corporate broking clients
- Liaising with corporate clients regarding all aspects of their roadshow, including logistics, schedule updates, investor queries etc
- Collating feedback post events
- Preparing for events, including participating in planning calls and liaising with joint brokers
- Execution of deal related roadshows for corporate clients
- Liaise with conference teams globally regarding corporate schedules
- Compiling target lists for investor roadshows and assisting the wider team with additional targeting material
- Overseeing European and Global roadshows for our corporates when being arranged by global teams
- Arranging bespoke events as per the corporate requests
- Deal with ad hoc requests from sales, research and corporate access
- Maintain records of all activity taking place and ensure the team are updated with all aspects of investor marketing
- Knowledgeable in regard to clients of the firm (corporate and investor)
- The ability to work in very fast-paced, highly confidential and stressful situations
- Very high attention to detail
- Very strong communication skills
- Experienced in interacting with clients (both corporate and investor)
38
Corporate Access Associate Resume Examples & Samples
- Drive all aspects of the corporate access process for US-based companies visiting institutional investors in the United States and Canada, including non-deal roadshows, fieldtrips, management events, symposiums and conferences
- Originate corporate access events by working closely with company management, institutional equity sales and equity research analysts
- Work with sales to identify institutional client interest to meet with specific companies
- Execute planning and logistics for all stages of corporate access events
- Deliver high quality client service and excellent execution
- Develop and manage external relationships with company management (CEO, CFO and Investor Relations)
- Develop and maintain internal relationships with sales, research, capital markets and banking to drive our non-deal marketing effort
- Exhibit partnership and teamwork with other Corporate Access Associates in daily interactions as well as larger-scale projects
- Prioritize and execute multiple tasks in timely manner amid a fast-paced environment, consistently exhibiting professionalism, precision and follow through
- Responsibilities will be shared across logistics and planning, execution, proactive pitching and investor feedback coordination
- 3-5+ years in a corporate access, investor relations or related positions in the financial services industry
- Bachelor degree is required (preferably in related field); 3.5 or higher GPA preferred
- Proficiency in MS Office Suite required: Word, PowerPoint, Excel and Outlook
- Execute events onsite when necessary. Travel to conferences to execute conference meetings, pitch non-deal marketing travel and further relationships with corporate clients
- Strong client service, relationship building, problem solving and communication skills
- LI-KM1
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Global Markets Corporate Access Analyst Resume Examples & Samples
- Proven attention to detail
- 2-3 years of administrative/finance/sales experience
- Working with Corporate Access a MUST
- Proficiency with Excel, Outlook, PowerPoint, Dealogic, FactSet
- Must be able to work in a fast-paced environment
- Must be able to plan ahead and problem solve
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Corporate Access Coordinator Role Resume Examples & Samples
- Partner with sector originator on execution of all events created within Corporate Access – including non-deal roadshows, field trips/bus tours, conferences, thought leader events
- Lead the strategy and execution of analyst marketing for the Equities Division
- Take ownership for assigned event and manage logistics from beginning to end; know when to raise issues and when to make decisions
- Constantly communicate to team as to status and where additional help is needed
- Work closely with all clients, internal and external, to ensure that all information is communicated well in advance of event
- Occasional travel required for events outside of the office
- 1-3 years prior logistics and event coordination in a fast paced, strive for perfection environment
- Deep understanding of the creation and planning of new events, venue selection, capturing detailed requirements around events including lodging and meals, transportation, site planning and marketing
- Experience working at an investment bank preferred, but not required
- Appreciation for budgeting process and managing within limited constraints
- Ability to communicate internally with sales, research and other business lines
- Exceptional attention to detail with ability to manage critical timelines
- Proactive with ability to solve problems with limited guidance
- Ability to manage multiple complex projects simultaneously
- Ability to interact with senior level clients
- Strong computer skills including Microsoft Office (PowerPoint, Excel, Word); expertise with event management tools welcome (Ipreo, E-Touches, Dealogic, etc.)
- Razor sharp focus on client service with a keen sense of urgency
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Corporate Access Coordinator Resume Examples & Samples
- Drafting invitations
- Arranging production and delivery of presentation material
- Prior experience within Corporate Access essential
- Ability to multi-task and prioritise effectively to meet deadlines while managing a large number of projects running concurrently
- Flexible and willing to work long hours where necessary
- Mandarin speaker preferred
- Onsite event management
- Maintenance of Macquarie's contact relationship management system and shared events calendars. Collaborate with vendors and other business areas regarding implementation & enhancement of new systems
- Using templates provided create and maintain all roadshow materials including invitations, company schedules, investor profiles and feedback documents
- Liaise with internal and external vendors to book travel and print presentation materials as required
- Sharing innovative ways to improve efficiencies and productivity with the Corporate Access team
- Meet & greet Corporates & travelling analysts where required
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Corporate Access Resume Examples & Samples
- Work with our investment professionals to better understand their investment process and the value they derive from corporate access resources
- Coordinate non-deal roadshow 1×1 meetings, field trips/bus tours, and bespoke corporate access events for our Long/Short Equity investment professionals across all sectors
- Assist with the strategy development and execution of corporate access events and marketing
- Take ownership for assigned events and manage logistics from beginning to end
- Work closely with internal and external stakeholders to ensure corporate access events are planned, communicated and executed effectively
- Network with corporate investor relations contacts (IROs) at conferences and industry events to continue to build and cultivate external relationships for the firm
- Ensure the planning and execution of corporate access events are in compliance with the firm’s policies and procedures; flag and address areas of non-compliance
- Occasional travel may be required for field trips and other corporate access events outside of the office
- Be a seasoned, decisive and creative professional with promise to provide leadership within a complex entity
- Be a consensus builder who promotes understanding, collaborations, and solutions
- Have a proven record of working in complex and dynamic environments, and who is able to consistently deliver outstanding results
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CIB Corporate Access Resume Examples & Samples
- Providing extensive conference coordination and arranging meetings, tours, forums, conferences etc
- Professional telephone conversation and email communication in a timely and appropriate manner with clients and corporates
- Preparing presentation materials and participating in conference /non-deal roadshow pitches
- Assisting in ad hoc project support when required
- Processing T&E, invoice, other expense claims and other administrative work
- Calendar management and associated task i.e. Booking meeting rooms, sending invitations etc
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Corporate Access Associate Resume Examples & Samples
- Assist with all aspects of the corporate access process for US-based companies visiting institutional investors in the United States and Canada, including non-deal roadshows, fieldtrips, management events, symposiums and conferences
- Work closely with the sector analysts on corporate access events by working in conjunction with institutional equity sales and equity research analysts as needed
- Exhibit partnership and teamwork while taking direction from other Corporate Access Associates
- Uphold quality standards related to accuracy, disclosures/captions, templates, proofreading and consistency and brand guidelines
- Take initiative to continually improve processes and output
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Corporate Access Origination Trainee Resume Examples & Samples
- Helping to prepare pitches to corporate clients
- Collation of data including the creation and maintenance of databases
- Analysis of investors and shareholder bases
- Act as a facilitator with internal clients to obtain correct information for inclusion in the schedules
- Provide internal and external clients with updated information on a timely basis to include 1-on-1 and group attendance updates, logistics and final schedules and cost
- Oversee the production and distribution of all roadshow materials
- Attending the morning meeting and sales force briefings
- Some sales experience and experience in managing logistics would be preferable
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Corporate Access Coordinator Resume Examples & Samples
- Oversees public NDR process for technology and select convergence sectors (HC, consumer/retail, industrial, etc) [note: e-commerce is included in Tech sector]
- Bachelor’s Degree or equivalent work experience
- Series 7 and Series 63 preferred
- Demonstrated problem solving, relationship-building, interpersonal and organizational skills
- Demonstrated personal leadership and an ability to coach a staff to meet designated goals
- Strong ability to prioritize and anticipate in a fast-paced, high-pressure environment
- Ability to work varying hours and overtime if needed
- High level of integrity and trust; must be a team player with a selfless attitude
- Strong working knowledge of various systems such as Word, Excel, PowerPoint
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CIB Corporate Access Analyst / Associate Resume Examples & Samples
- Strong communication and inter-personal skills
- Proven ability to multi task and work under time pressure
- Strong knowledge of the capital markets
- Strong written and spoken English
- Proficiency in Excel, Word and PowerPoint
- Ability to work alone or as part of a team; self-starter
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Corporate Access Roadshow Trainee Resume Examples & Samples
- Plan, organize and execute high quality equity and credit roadshows (deal and non deal), field trips, conferences, reverse roadshows/investor visits and teach-ins
- Interacting with SG Business Lines across the globe
- Be on-site during conferences and other events to ensure smooth logistics
- Some experience in managing logistics would be preferable
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Corporate Access Specialist Resume Examples & Samples
- Develop and maintain relationships with Chinese listed/non-listed companies, industry experts and government organizations
- Organize bespoke China trips in accordance with client requirements, provide appropriate suggestions, liaise with companies, experts and government organizations to deliver industry leading market access
- Coordinate with internal research/sales/banking teams to initiate, propose and organize field trips to all parts of China
- Responsible for one-on-one scheduling for conferences
- Use skills and experience to guide junior team members
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Cib-corporate Access & Administrative Assistant Resume Examples & Samples
- Graduate of four-year college course
- At least four-five years of relevant experience in administrative/secretarial work and/or in cash equities/stock brokerage firm is preferred
- Strong multi-tasking and organizing skills
- Ability to work in fast-paced and team environment
- Independent, proactive, and good work ethic
- Basic excel, word, power point skills
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Corporate Access Coordinator Resume Examples & Samples
- Proactively working with sales & research in order to originate profitable Corporate Access events
- Prior Corporate Access / Equity Research / Equity Sales experience essential
- Fluent in English. Cantonese / Mandarin speaker preferred
- Onsite Event Management
- Consistently seek innovative ways to improve efficiencies and productivity with the Corporate Access team
- Maintenance of Macquarie’s contact relationship management system and shared events calendars. Collaborate with vendors and other business areas regarding implementation & enhancement of new systems
- Using templates provided, create and maintain all roadshow materials including invitations, company schedules, investor profiles and feedback documents
- Manage interaction with vendors on process improvements, report enhancements, etc
- Data mining to include pulling historical Corporate Access data for internal clients (research, investment banking, sales etc). Prepare and manage data/calendar/reports for internal/external distribution
- Prepare Corporate Access proposals and pitch documentation
- Meet & greet Corporates & travelling analysts
