Equity Research Business Associate - Washington & Sustainability Strategy
Core
Support the Washington & Sustainability Strategy team by managing event origination, speaker outreach, logistics, and relationship management to enhance franchise visibility and client engagement.
Role type
Business Associate (Operations & Event Management)
Builds
Webinars, expert calls, in-person events, and client meetings
Domain
Finance, Public Policy, Sustainability
Required skills
Event coordination, Speaker sourcing, Database management, Marketing material preparation, Calendar management, Microsoft Excel proficiency
Preferred skills
Background in public policy, economics, finance, business, sustainability, or political science
Responsibilities
Develop and originate webinar and event ideas on public policy, geopolitics, sustainability, and related investment themes; Source, engage, and coordinate internal and external speakers; Manage all event logistics, scheduling, compliance requirements, communications, and execution; Maintain and enhance databases of speakers, industry experts, clients, and event activities; Prepare marketing materials, briefing documents, speaker biographies, agendas, and post-event summaries; Track event performance metrics and support initiatives aimed at expanding the team's client reach and market presence.