Corporate Access Associate, Sales

Key Areas of Responsibilities

• Work closely with Sales, Analysts, Corporate Access counterparts, and corporates in coordinating analyst and corporate roadshows, expert meetings, access days, forums and other corporate access events.
• Liaise with Sales, Clients and Corporates for bespoke requests, i.e. trips, one to one calls / meetings, expert meetings etc.
• Plan with Sales and Research for group tour and access days pipeline
• Specific responsibility for the overall management of Corporate Access events including:
  • booking travel, accommodations and ground transportation
  • ensuring that necessary materials / equipment are available
  • arranging event diaries in liaison with Analysts, Corporates and Clients
  • entering details into relevant CLSA systems
  • validating invoices
• Corporate invitation to our flagship conferences, especially Investor Forum in Q3 each year
• Analyst invitations to calls/marketing roadshows
• Developing relationships with companies for corporate pitching, working closely with Research where required
• Developing relationships with Sales, Analysts and Corporate Access teams
• Production and participation of regular management reporting and meetings

Requirements

• Bachelor’s degree, ideally in Marketing, Communications or a related discipline
• 1+ years of previous related experience (such as buy/sell side, investor relations in a listed company)
• Strong IT skills, e.g. Excel, PowerPoint
• Relevant working experience of working with corporate management and IR
• Good understanding of diverse culture
• Ability to multi-task and prioritize
• Strong organizational skills and detail oriented.
• Authorized to work in the US

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