Global Research – Fixed Income Corporate Access

Job Description

We are looking for an energetic, detail-oriented, and hardworking individual to join our Corporate Access Team as a dedicated resource to our Fixed Income Research team. The Corporate Access team is part of the Global Research department and interfaces with multiple constituencies within the firm, the investment community, and our corporate clients while providing our FICC investing clients with access to management teams through Non-Deal Roadshows, Field Trips, and Investor Conferences and support of analyst marketing.

Responsibilities

• Interface with corporate management teams on non-deal roadshow related items from beginning to end (including but not limited to flights, accommodation, venues, cars, AV, printing, etc.).
• Oversee approximately 6 conferences a year from start to finish (including coordination with the corporate events team, liaising with corporates, scheduling 1x1 and small group meetings, and traveling to designated conferences).
• Plan select field trips, including organizing Fieldtrips & Bespoke trips, liaising with clients and corporates, producing marketing materials, organizing logistics for the entire trip, handling visa applications when necessary, and coordinating with in-house security for high-risk regions.
• Interact with sector professionals across research, sales & trading, and investment banking to gain a broader understanding of the corporate community.
• Build strong working relationships with salespeople, sales-traders, research analysts, buy-side and sell-side customers, investment banking, and capital markets.
• Coordinate with research analysts and the sales force to ensure institutional accounts receive access to management.
• Utilize internal systems to arrange all client meeting schedules.
• Provide onsite support at events (group meetings, conferences, etc.).
• Collaborate with the Corporate Events team on conferences.
• Obtain feedback from institutional investors and draft feedback reports.
• Prepare and present marketing materials, including pitch books and shareholder analysis for corporate clients.

Required Qualifications

• Minimum 1–2 years of experience in corporate access.
• A basic understanding of the FICC business.
• Professionalism and comfort interfacing with senior management, both internally and with corporate clients.
• Proficiency with MS Office (Excel, PowerPoint, Word) and willingness to learn new systems and technologies.
• Strong organizational skills and attention to detail.
• Ability to communicate ideas in a professional and articulate manner.
• Ability to multi-task and work under pressure.
• Ability to work independently but also contribute to a team-based atmosphere.
• Demonstrated ability to work in a time-sensitive environment.
• Willingness to travel periodically for events outside the NYC area when appropriate.
• Quick learner with a proactive approach.
• Strong team player with a flexible working style to collaborate across several analyst teams.
• Demonstrated ability to develop relationships across a broad range of constituencies.

Preferred Qualifications

• Demonstrated ability to make good business judgments quickly and proactively ask questions.
• Knowledge and aptitude for understanding companies and stocks, bonds, fundamental analysis, financial statements, and valuation.
• Experienced Corporate Access professional with 2–5 years of experience.

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

Location: US - NY - New York - One Bryant Park - Bank of America Tower (NY1100)

Pay range: $34.62 - $57.16 hourly pay, offers to be determined based on experience, education, and skill set.

Discretionary incentive eligible: This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on individual performance, team performance, and company performance.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, paid time off, resources, and support to our employees to contribute to the sustainable growth of our business and the communities we serve.