Company Meeting Planner
Core
Design, develop, plan, execute, and budget global company meetings, research trips, and conferences for investment research teams, impacting investment decisions.
Role type
Senior IC company meeting planner (global events)
Builds
Investment research meetings, conferences, and strategic programs for the Investment Group
Domain
Financial services / Investment research / Global events
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Global event planning, vendor negotiation, budget management, CRM database management, multi-channel project execution, attendee management, risk mitigation, industry sector knowledge, confidential data handling
Preferred skills
Intermediate project management, creative problem solving, familiarity with financial/tech/healthcare sectors, technology background in event websites/mobile apps, cultural adaptability
Technologies
CorpAxe, CVENT, WebEx, Google Suite, Zoom, Microsoft Office
Responsibilities
Plan and execute global meetings from concept to completion including venue, AV, logistics, and budget; Manage research trips and industry expert events; Negotiate vendor contracts; Oversee attendee communication and registration; Conduct post-event analysis and ROI evaluation; Maintain investor-related databases; Monitor health and safety during events; Adapt to cultural norms in international settings
Seniority
Intermediate, hands-on IC