The Corporate & Strategic Access Team is responsible for organising (for both Debt & Equity), Non Deal Roadshows, Fieldtrips, Conferences and Strategic Access events originating from Broking / Banking, Research, Sales and Corporate & Strategic Access Origination.
Globally in 2018 we organised over 3,250 corporate access events , with c.100,000 touchpoints generated from connecting investor clients to management teams.
Conferences : Conferences are critical to our Research and Banking Franchise and are consistently referred to as best in class in broker reviews.
12 conferences in EMEA in 2018)
Roadshows : NDRs are critical to our UK Broking franchise as approx. 30% of all roadshows executed are for corporate broking clients.
348 global roadshows organised in 2018, generating c.2,310 one-on-one meetings and c.2,580 small group meeting touchpoints)
Field trips : Fieldtrips ensure that Sales and Research can build and maintain close relationships with their clients, while allowing the clients to get an even greater understanding of the companies they are / might invest in.
67 organised last year, generating 169 one-on-one touchpoints and c.5,000 group meeting touchpoints)
Strategic Access differentiates our Access offering for investors, bringing leading speakers direct to them taking the lead on current events, trends etc.
The Role Corporate & Strategic Access is divided between the NDR / Conference team (split by sector) and Fieldtrips & Bespoke trips team.
Given the wide scope of the role it is essential the candidate has relevant previous experience. The successful applicant will be expected to :
have other previous experience in Corporate Access planning if possible
have an understanding of the internal relationships within an investment bank
have an understanding of the needs of both the corporate and institutional client
liaise regularly with Sales, Banking, Research, Corporate Broking and Capital Markets
be professional, pro-active and articulate and diplomatic
be flexible in their working style to be able to work successfully across the team
be able to multi-tasks and take-on different projects at the same time
be flexible with their working hours and be able to travel for conferences
knowledge of the MENA region and / or speak Arabic
have some previous field trip / reverse roadshow / investor to corporate experience
Duties & Responsibilities the role will include, but not be limited to :
NDR Planning - responsible for the organisation of roadshows (flights, accommodation, venues, cars, AV, printing etc), booking meetings for UK, liaising with external clients and corporates, liaising with internal partners (Sales, Research, Broking) and collecting feedback.
Conference Planning - 1-1 scheduling, schedule management, corporate and investor contact, post-conference reporting, maintaining conference systems and website, travel to and on-
site manage the conference.
Origination function - responsible for building relationships with the corporates from specific sectors, working closely with the analysts
Other responsibilities may include : Fieldtrip Planning - responsible for the organisation of Fieldtrips & Bespoke trips liaising with clients and corporates directly and promoting events internally.
This mainly includes producing marketing materials, organising logistics for the entire trip, visa application when necessary, working with in-
house security in regards to high-risk regions
Skills Required :
Previous experience; ability to work with minimum management
Knowledge of the MENA region and / or speak Arabic
Strong team player who is pro-active and able to multi-task, prioritise and problem-solve within a highly pressured environment is essential
Excellent attention to detail and an understanding of the importance of the smallest detail to the overall success of each event.
Strong communication skills - articulate and diplomatic
Computer literate with good knowledge of all Microsoft Office packages, in particular Outlook, Word, Excel and Powerpoint
Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk.
Individual accountability and an ownership mindset are the cornerstones of our Code of Conduct and are at the heart of managing risk well.
As part of our standard hiring process to manage risk, please note background screening checks will be conducted on all hires before commencing employment