Company Meeting Planner
Core
Design, develop, plan, execute, and budget company meetings, research trips, and conferences for investment research teams.
Role type
Intermediate Company Meeting Planner
Builds
Investment research meetings, conferences, and events impacting investment decisions
Domain
Financial Services / Event Management
Required skills
Meeting and event planning, project management, vendor negotiation, budget management, CRM database management, industry sector knowledge, multi-channel project execution, crisis management, cultural adaptability
Preferred skills
Intermediate/Advanced technology background, familiarity with financial/tech/healthcare sectors
Technologies
CorpAxe, CVENT, WebEx, Google Suite, Zoom, Microsoft Office, event websites, mobile event applications
Responsibilities
Plan and manage research trips, CG hosted conferences, and broker conferences; Strategically prioritize and schedule programs based on company holdings; Execute global meetings from concept to completion including venue, AV, and logistics; Negotiate vendor and venue contracts; Manage attendee communication and registration; Conduct post-event analysis and ROI evaluation; Oversee onsite attendee safety and emergency response; Maintain investor-related databases; Build relationships with Investor Relations teams
Seniority
Intermediate, hands-on IC
