Key Areas of Responsibilities
- Event Coordination: Assist in the planning, organization, and execution of corporate access events, including roadshows, investor conferences, and non-deal roadshows
- Scheduling and Logistics: Coordinate meeting schedules, travel arrangements, and logistics for corporate clients and institutional investors participating in events
- Communication Facilitation: Act as a point of contact for corporate clients and institutional investors, ensuring smooth communication and addressing any queries or concerns
- Data Management: Maintain accurate and up-to-date records of corporate access activities, including participant lists, meeting notes, and follow-up actions
- Collaboration: Work closely with internal teams, such as research analysts, sales teams, and investor relations to ensure seamless coordination and maximize opportunities for corporate access
- Market Research: Assist in gathering market intelligence, investor sentiment, and industry trends to support the corporate access team in providing valuable insights to clients
- Reporting: Prepare reports and presentations summarizing the outcomes and feedback from corporate access events, highlighting key takeaways and recommendations
Requirements
- Bachelor's degree or above in Finance, Business Administration, or related discipline
- Minimum 3 years of experience in corporate access, investor relations, or event coordination within financial services
- Strong organizational and project management skills to handle multiple events simultaneously under tight deadlines
- Excellent bilingual communication skills in Japanese and English (both written and spoken) for liaising with regional stakeholders
- Proficiency in CRM systems and Microsoft Office Suite (Excel/PowerPoint) for data management and reporting
- Ability to collaborate with cross-functional teams (Research, Sales, Compliance) in a fast-paced environment
- Knowledge of APAC equity markets and institutional investor landscape
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Skills Required
- Bachelor's degree or higher in Finance, Business Administration, or a related discipline
- At least 3 years of experience in corporate access, investor relations, or event coordination within financial services
- Strong organizational and project management skills
- Bilingual Japanese and English communication skills, written and spoken
- Proficiency in CRM systems and Microsoft Office Suite, including Excel and PowerPoint
- Ability to collaborate with Research, Sales, and Compliance teams in a fast-paced environment
- Knowledge of APAC equity markets and the institutional investor landscape
CLSA Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLSA and has not been reviewed or approved by CLSA.
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Pay Growth & Progression — Base pay for junior bankers was increased significantly in 2021 to stay competitive in a hot market. This indicates willingness to adjust compensation when talent risks rise.
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Healthcare Strength — Permanent staff are automatically enrolled in healthcare aligned to local markets, with added travel health and security support via International SOS. This points to solid core medical coverage with global-travel assistance.
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Retirement Support — Permanent staff are automatically enrolled in pension plans aligned to local markets. A group retirement plan is administered regionally, signaling formalized retirement benefits infrastructure.
CLSA Insights
What We Do
CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals. CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players. Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com
