Capital Group is hiring: Roadshow and Conference Event Planner in New York
Capital Group, New York, NY, United States
Roadshow and Conference Event Planner
Join Capital Group as a Roadshow and Conference Event Planner and help us bring investment research trips, conferences, and industry events to life.
Responsibilities
Plan and execute a range of investment research trips, hosted conferences, industry expert events, and broker conferences.
Collaborate with the Corporate Access team to design and deliver company meetings between investment groups and external leaders or industry experts.
Navigate complex stakeholder landscapes and provide backup plans for unforeseen circumstances.
Manage event budgets, negotiate contracts, review invoices, verify services, and process reconciliations and reimbursements.
Coordinate all event production elements: venue/platform selection, audio/visual technology, live experiential events, food and beverage, room configurations, transportation, accommodations, honorariums and amenities.
Operate in a fast‑paced, collaborative environment requiring critical thinking, problem‑solving, and intellectual curiosity.
Qualifications
3+ years of corporate access or investor relation event execution experience, preferably in financial services or healthcare.
Strong ownership mindset with the ability to manage multiple priorities and competing deadlines.
Exceptional communication skills and the ability to tailor content to diverse stakeholders.
Deep understanding of capital markets and sector drivers and the ability to use that knowledge to prioritize client needs.
Progressive thinker who streamlines processes and executes project plans individually and collaboratively.
Proficiency with event technology platforms such as CVENT, Teams, Zoom, CorpAxe, and Capital Connect.
Experience managing end‑to‑end event programs, from concept through execution.
Budget management skills, including contracting, invoice review, and reimbursement processing.
Travel Requirement: Up to 30%.
Compensation
New York Base Salary Range: $95,871 – $153,394.
Includes an individual annual performance bonus, Capital’s annual profitability bonus, and a 15% matching retirement contribution.
Benefits
Generous time‑away and health benefits from day one, with flexible work options.
2‑for‑1 matching gifts for charitable contributions and opportunity for annual grants.
On‑demand professional development resources.
Equal Opportunity Employer
We are an equal opportunity employer. We comply with all federal, state and local laws that prohibit discrimination based on race, religion, color, national origin, ancestry, sex (including gender identity), sexual orientation, disability, age, and other protected characteristics.
Capital Group is committed to fostering a respectful workplace and ensuring that all employees and candidates are treated with dignity and respect.
#J-18808-Ljbffr
In Summary: Roadshow and Conference Event Planner is responsible for planning investment research trips, conferences, and industry events . Responsibilities include planning and executing a range of investment research, hosted conferences, industry expert events, and broker conferences . 3+ years of corporate access or investor relation event execution experience, preferably in financial services or healthcare .
En Español: Planificador de eventos de roadshow y conferencias Únete a Capital Group como planificador del evento de rutas y congresos y ayúdanos a dar vida a viajes de investigación sobre inversiones, conferencias y eventos de la industria. Responsabilidades Planear e ejecutar una serie de viajes para investigaciones de inversión, convenciones organizadas, eventos expertos en la industria y conferencia de corredores. Colaborar con el equipo Corporate Access para diseñar y entregar reuniones de empresa entre grupos de inversión y líderes externos o expertos de la sector. Navegar por paisajes complejos de las partes interesadas y proporcionar planes de respaldo para circunstancias imprevistas. Gestionar presupuestos de eventos, negociar contratos, revisar facturas, verificar servicios y procesar conciliaciones y reembolsos. Coordinar todos los elementos de producción de eventos: selección de lugar/formación, tecnología audiovisual, eventos en vivo, alimentos y bebidas, configuraciones rápidas, gestión rápida, acondicionamiento, instalaciones y amenidades. Operar en un entorno que requiere conocimientos personales y capacidad para gestionar los mercados financieros con prioridad múltiple. Pensador progresivo que agiliza los procesos y ejecuta planes de proyectos individualmente y en colaboración. Proficiencia con plataformas tecnológicas de eventos como CVENT, Teams, Zoom, CorpAxe y Capital Connect. Experiencia en la gestión de programas de eventos de extremo a extremo, desde el concepto hasta la ejecución. Habilidades de administración presupuestaria, incluyendo contratación, revisión de facturas y procesamiento de reembolsos. Requisito de viaje: Hasta 30%.
Join Capital Group as a Roadshow and Conference Event Planner and help us bring investment research trips, conferences, and industry events to life.
Responsibilities
Plan and execute a range of investment research trips, hosted conferences, industry expert events, and broker conferences.
Collaborate with the Corporate Access team to design and deliver company meetings between investment groups and external leaders or industry experts.
Navigate complex stakeholder landscapes and provide backup plans for unforeseen circumstances.
Manage event budgets, negotiate contracts, review invoices, verify services, and process reconciliations and reimbursements.
Coordinate all event production elements: venue/platform selection, audio/visual technology, live experiential events, food and beverage, room configurations, transportation, accommodations, honorariums and amenities.
Operate in a fast‑paced, collaborative environment requiring critical thinking, problem‑solving, and intellectual curiosity.
Qualifications
3+ years of corporate access or investor relation event execution experience, preferably in financial services or healthcare.
Strong ownership mindset with the ability to manage multiple priorities and competing deadlines.
Exceptional communication skills and the ability to tailor content to diverse stakeholders.
Deep understanding of capital markets and sector drivers and the ability to use that knowledge to prioritize client needs.
Progressive thinker who streamlines processes and executes project plans individually and collaboratively.
Proficiency with event technology platforms such as CVENT, Teams, Zoom, CorpAxe, and Capital Connect.
Experience managing end‑to‑end event programs, from concept through execution.
Budget management skills, including contracting, invoice review, and reimbursement processing.
Travel Requirement: Up to 30%.
Compensation
New York Base Salary Range: $95,871 – $153,394.
Includes an individual annual performance bonus, Capital’s annual profitability bonus, and a 15% matching retirement contribution.
Benefits
Generous time‑away and health benefits from day one, with flexible work options.
2‑for‑1 matching gifts for charitable contributions and opportunity for annual grants.
On‑demand professional development resources.
Equal Opportunity Employer
We are an equal opportunity employer. We comply with all federal, state and local laws that prohibit discrimination based on race, religion, color, national origin, ancestry, sex (including gender identity), sexual orientation, disability, age, and other protected characteristics.
Capital Group is committed to fostering a respectful workplace and ensuring that all employees and candidates are treated with dignity and respect.
#J-18808-Ljbffr
In Summary: Roadshow and Conference Event Planner is responsible for planning investment research trips, conferences, and industry events . Responsibilities include planning and executing a range of investment research, hosted conferences, industry expert events, and broker conferences . 3+ years of corporate access or investor relation event execution experience, preferably in financial services or healthcare .
En Español: Planificador de eventos de roadshow y conferencias Únete a Capital Group como planificador del evento de rutas y congresos y ayúdanos a dar vida a viajes de investigación sobre inversiones, conferencias y eventos de la industria. Responsabilidades Planear e ejecutar una serie de viajes para investigaciones de inversión, convenciones organizadas, eventos expertos en la industria y conferencia de corredores. Colaborar con el equipo Corporate Access para diseñar y entregar reuniones de empresa entre grupos de inversión y líderes externos o expertos de la sector. Navegar por paisajes complejos de las partes interesadas y proporcionar planes de respaldo para circunstancias imprevistas. Gestionar presupuestos de eventos, negociar contratos, revisar facturas, verificar servicios y procesar conciliaciones y reembolsos. Coordinar todos los elementos de producción de eventos: selección de lugar/formación, tecnología audiovisual, eventos en vivo, alimentos y bebidas, configuraciones rápidas, gestión rápida, acondicionamiento, instalaciones y amenidades. Operar en un entorno que requiere conocimientos personales y capacidad para gestionar los mercados financieros con prioridad múltiple. Pensador progresivo que agiliza los procesos y ejecuta planes de proyectos individualmente y en colaboración. Proficiencia con plataformas tecnológicas de eventos como CVENT, Teams, Zoom, CorpAxe y Capital Connect. Experiencia en la gestión de programas de eventos de extremo a extremo, desde el concepto hasta la ejecución. Habilidades de administración presupuestaria, incluyendo contratación, revisión de facturas y procesamiento de reembolsos. Requisito de viaje: Hasta 30%.