Senior Roadshow Coordinator (Senior Capital Markets Events Manager)
Firstagency, New York, NY, United States
Senior Roadshow Coordinator (Senior Banking Roadshow)
Location:
New York (Hybrid, 3 to 4 days in office, subject to change to 5 days at any time)
What You Would Get To Do: The Senior Roadshow Coordinator is responsible for planning and executing high-profile roadshows by collaborating with Corporates, Institutional Equity Sales, Investment Banking, and Capital Markets teams. This role involves extensive coordination of logistics, including travel, accommodations, and virtual meeting arrangements, while maintaining seamless communication with corporate management teams and internal stakeholders. The Senior Roadshow Coordinator will demonstrate strong organizational skills, the ability to work independently, and a commitment to excellence, creativity, and teamwork.
Your Contributions:
Work closely with Corporates, Institutional Equity Sales, Investment Banking and Capital Markets and/or Corporate Access to design and execute roadshows
Build strong relationships with corporate management teams as well as with other internal constituents
Heavy calendar management and meeting coordination for investors, clients and internal teams
Heavy logistic coordination for in-person roadshows, including, but not limited to hotels, ground transportation, private air, commercial air
Heavy logistics coordination for virtual/hybrid roadshows, including, but not limited to Zoom, conference calls, large group virtual meetings
Maintain and communicate logistics and travel schedules and agendas with corporate contacts, salespeople and other participants for multiple events at the same time
Reconcile all roadshow expenses
Source, vet and contract venues for events with client input
Negotiate with vendors for cost effectiveness as appropriate, commercial focus to the bottom line
Identify new venues and vendors to differentiate roadshows and provide new experiences to clients
Arrange conference calls and webcasts and coordinate ad hoc technology requests
Provide real-time support for participants, even if after hours leading into an event
Create and send logistical information and coordinate other materials for events as needed
Must be able to balance a client’s demands and prioritize work based on a high-volume book of work
Able to work independently with specialists and clients with little guidance
Back up coverage for colleagues as needed within the team
Create training documents for specific events or tasks where applicable, with a proactive approach
Excellent working relationship with managers, clients and peers alike
Advanced supplier knowledge: ability to negotiate value adds for cost efficiencies or enhanced attendee experience
Act as an ambassador for the FIRST brand, leading by example and displaying the company’s core values (Ambition, Creativity, Excellence, Integrity, Teamwork)
What We Are Looking For: Please be aware that we know experience does not always look like we describe it. If you believe you would be an excellent fit for this role, please apply - we would love to see how you could fit at First.
Bachelor's Degree Preferred
5-10+ years’ experience working on complex Deal Roadshows in the Financial industry, experience in events, marketing and/or communications
Strong working knowledge of the Microsoft Office, specifically Excel
Experience in training teams both in planning and execution of Roadshows. People management experience preferred but not required as not all Senior Roadshow Coordinator roles have people management responsibilities.
Highly organized – ability to handle multiple tasks to meet strict deadlines
Excellent time management and multi-tasking skills
Ability to effectively and extensively interact with all levels of senior ranking officers
Adaptability to situations and ever-changing demands
Accessible and responsive at all times; tasks and requests by client often happen outside of normal business hours - must be available to respond accordingly in accordance with SLAs
A calm and flexible approach to handling pressure and stress.
Professional, responsive and polite in extremely difficult circumstances
Resourceful, ambitious and proactive
Creative problem solver and team player
Travel up to 10%
Strong communication skills and empathy for complex issues
Benefits:
Medical, Dental & Vision which includes the option of a high-deductible health plan (HDHP) with a health savings account (HSA)
401(k)
Five Flexible Spending Accounts Options
Employee Assistance Program (EAP)
Life, Disability & Pet Coverages
Wellness Stipend
Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more
Aura Identity Theft Protection
Discretionary Bonus Structure
Global Opportunities: With a presence in 7 countries worldwide, including headquarters in London, New York, and Singapore, you may have the opportunity to work on exciting projects across different locations.
United States Residents:
The base pay for this position ranges from $110,000-$180,000. This role is also eligible for an annual discretionary bonus.
FIRST is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. FIRST is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We stand firm: FIRST will not tolerate discrimination or harassment based on any of these characteristics.
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New York (Hybrid, 3 to 4 days in office, subject to change to 5 days at any time)
What You Would Get To Do: The Senior Roadshow Coordinator is responsible for planning and executing high-profile roadshows by collaborating with Corporates, Institutional Equity Sales, Investment Banking, and Capital Markets teams. This role involves extensive coordination of logistics, including travel, accommodations, and virtual meeting arrangements, while maintaining seamless communication with corporate management teams and internal stakeholders. The Senior Roadshow Coordinator will demonstrate strong organizational skills, the ability to work independently, and a commitment to excellence, creativity, and teamwork.
Your Contributions:
Work closely with Corporates, Institutional Equity Sales, Investment Banking and Capital Markets and/or Corporate Access to design and execute roadshows
Build strong relationships with corporate management teams as well as with other internal constituents
Heavy calendar management and meeting coordination for investors, clients and internal teams
Heavy logistic coordination for in-person roadshows, including, but not limited to hotels, ground transportation, private air, commercial air
Heavy logistics coordination for virtual/hybrid roadshows, including, but not limited to Zoom, conference calls, large group virtual meetings
Maintain and communicate logistics and travel schedules and agendas with corporate contacts, salespeople and other participants for multiple events at the same time
Reconcile all roadshow expenses
Source, vet and contract venues for events with client input
Negotiate with vendors for cost effectiveness as appropriate, commercial focus to the bottom line
Identify new venues and vendors to differentiate roadshows and provide new experiences to clients
Arrange conference calls and webcasts and coordinate ad hoc technology requests
Provide real-time support for participants, even if after hours leading into an event
Create and send logistical information and coordinate other materials for events as needed
Must be able to balance a client’s demands and prioritize work based on a high-volume book of work
Able to work independently with specialists and clients with little guidance
Back up coverage for colleagues as needed within the team
Create training documents for specific events or tasks where applicable, with a proactive approach
Excellent working relationship with managers, clients and peers alike
Advanced supplier knowledge: ability to negotiate value adds for cost efficiencies or enhanced attendee experience
Act as an ambassador for the FIRST brand, leading by example and displaying the company’s core values (Ambition, Creativity, Excellence, Integrity, Teamwork)
What We Are Looking For: Please be aware that we know experience does not always look like we describe it. If you believe you would be an excellent fit for this role, please apply - we would love to see how you could fit at First.
Bachelor's Degree Preferred
5-10+ years’ experience working on complex Deal Roadshows in the Financial industry, experience in events, marketing and/or communications
Strong working knowledge of the Microsoft Office, specifically Excel
Experience in training teams both in planning and execution of Roadshows. People management experience preferred but not required as not all Senior Roadshow Coordinator roles have people management responsibilities.
Highly organized – ability to handle multiple tasks to meet strict deadlines
Excellent time management and multi-tasking skills
Ability to effectively and extensively interact with all levels of senior ranking officers
Adaptability to situations and ever-changing demands
Accessible and responsive at all times; tasks and requests by client often happen outside of normal business hours - must be available to respond accordingly in accordance with SLAs
A calm and flexible approach to handling pressure and stress.
Professional, responsive and polite in extremely difficult circumstances
Resourceful, ambitious and proactive
Creative problem solver and team player
Travel up to 10%
Strong communication skills and empathy for complex issues
Benefits:
Medical, Dental & Vision which includes the option of a high-deductible health plan (HDHP) with a health savings account (HSA)
401(k)
Five Flexible Spending Accounts Options
Employee Assistance Program (EAP)
Life, Disability & Pet Coverages
Wellness Stipend
Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more
Aura Identity Theft Protection
Discretionary Bonus Structure
Global Opportunities: With a presence in 7 countries worldwide, including headquarters in London, New York, and Singapore, you may have the opportunity to work on exciting projects across different locations.
United States Residents:
The base pay for this position ranges from $110,000-$180,000. This role is also eligible for an annual discretionary bonus.
FIRST is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. FIRST is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We stand firm: FIRST will not tolerate discrimination or harassment based on any of these characteristics.
#J-18808-Ljbffr