USA CIB Corporate Access Associate
Core
Supporting the firm's corporate access strategy and client engagement efforts for institutional investors and corporate clients in the U.S.
Role type
Corporate Access Associate
Builds
Corporate access programs, client engagement initiatives, and strategic relationship management activities
Domain
Financial Services / Capital Markets
Deliverable
client delivery
Required skills
Capital markets expertise, relationship management, negotiation, business development, project management, regulatory compliance knowledge
Preferred skills
Spanish fluency, Portuguese fluency, Latin American market experience, large-scale event management
Technologies
N/A
Responsibilities
Partner with Research, Sales, Trading, Investment Banking, and Corporate Banking teams to execute strategic client engagement opportunities; Coordinate corporate management meetings, non-deal roadshows, investor conferences, and field trips; Develop and maintain relationships with corporate executives, investor relations professionals, and institutional investors; Oversee event planning, scheduling, logistics, budgeting, and post-event analysis
Seniority
Mid-Senior, hands-on IC