Corporate Access Specialist
Core
Coordinate and facilitate access to corporate management teams for investment professionals through meetings, conferences, roadshows, and site visits.
Role type
Corporate Access Specialist
Builds
Corporate access program enabling investment research and engagement with corporate issuers
Domain
Asset Management / Investment Research
Deliverable
product features
Required skills
Event coordination, stakeholder relationship management, data reporting, Microsoft 365 proficiency, process improvement
Preferred skills
Investment management experience, Tableau proficiency, AI-enabled tool usage
Technologies
Tableau, Microsoft 365, Outlook, Excel, PowerPoint, Teams
Responsibilities
Serve as point of contact with corporate management and investor relations to facilitate meetings; Coordinate end-to-end logistics for meetings and events; Maintain accurate records and produce program reporting; Support program development and special projects
Seniority
Individual Contributor
