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Corporate Access Associate Temp, Sales

CITIC Securities·New York·United States

Lateral HiresSales & Trading

Role details

Responsibilities

  • Work closely with Sales, Analysts, Corporate Access counterparts and corporates in coordinating analyst and corporate roadshows, expert meetings, access days, forums and other corporate access events.
  • Liaise with Corporates, Sales, and Investors on bespoke requests, e.g., trips, one-on-one calls/meetings, expert meetings, etc.
  • Plan with Sales and Research for group tours and access days pipeline.
  • Specific responsibility for the overall management of Corporate Access events including:
    • booking travel, accommodations and ground transportation
    • ensuring that necessary materials/equipment are available
    • arranging event diaries in liaison with Analysts, Corporates and Investors
    • entering details into relevant management information systems
    • managing event activities
    • shepherding Corporates or Analysts
    • validating invoices
  • Manage invitations to our flagship conferences, especially Investor Forum in Q3 each year.
  • Handle analyst invitations to calls/marketing roadshows.
  • Develop relationships with companies for corporate pitching, working closely with Research where required.
  • Develop relationships with Sales, Analysts and Corporate Access teams across regions.
  • Produce and participate in regular management reporting and meetings.
  • Assist with travel expense submissions for sales and sales trading teams.

Requirements

  • Bachelor’s degree or above in Finance, Marketing, Communications or a related discipline
  • Minimum 1 year of related experience with buy/sell side, investor relations in a listed company
  • Relevant experience working with corporate management and IR
  • Strong IT skills, e.g., Excel, PowerPoint
  • Ability to multi-task and prioritize
  • Strong organizational skills and detail-oriented
  • Excellent verbal and written communication skills
  • Mandarin Chinese or Japanese language fluency will be considered a plus

Rate: $20-33 per hour

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