Company Meeting Planner
Core
Design, develop, plan, execute, and budget global company meetings, research trips, and conferences for investment research teams.
Role type
Senior IC company meeting planner
Builds
Investment research meetings, industry expert events, and broker conferences
Domain
Financial services / Event management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Project management, strategic planning, vendor negotiation, budget management, CRM database management, multi-channel project execution, attendee management, risk mitigation, industry sector knowledge, cultural adaptability
Preferred skills
Experience with virtual event platforms, event website development, mobile event applications
Technologies
CorpAxe, CVENT, WebEx, Google Suite, Zoom, Microsoft Office
Responsibilities
Plan and manage research trips and hosted conferences; Select and negotiate vendor and venue contracts; Execute global meetings from concept to completion including logistics and AV; 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/Advanced, hands-on IC