Key Areas of Responsibilities
Develop and execute a corporate access strategy to strengthen relationships with institutional investors, corporates, analysts, and market intermediaries.
Plan, coordinate, and manage a range of investor engagement activities — including non-deal roadshows, conferences, site visits, group tours, access days, expert meetings, and bespoke one-on-one interactions — in collaboration with Sales, Research, and Investor Relations.
Oversee all aspects of event logistics, such as scheduling, travel arrangements, accommodation, materials preparation, equipment setup, and diary management, ensuring seamless coordination between corporates and clients.
Serve as a key liaison with investment banks, brokerage firms, and other market participants to facilitate introductions and relationship building.
Maintain and update corporate access calendars, CRM systems, and relevant databases; track attendance, collect feedback, and report on activity metrics.
Monitor market trends, peer activity, and investor sentiment to inform strategic engagement initiatives.
Ensure events and communications comply with regulatory disclosure requirements and internal policies.
Contribute to flagship investor forums and other high-profile events, including corporate invitations and pitching in partnership with Research.
Manage budgets, validate invoices, and produce regular reports for management on corporate access activity and outcomes.
Requirements
Bachelor’s degree in Finance, Business, Communications, or related field (Master’s preferred).
5+ years of experience in investor relations, corporate access, capital markets, or related role.
Strong understanding of equity markets, investment community dynamics, and corporate communications.
Exceptional organizational skills with the ability to manage multiple projects and deadlines.
Excellent written and verbal communication skills; ability to prepare executive-level materials.
Proficient in Microsoft Office and CRM software; familiarity with tools like Bloomberg, IR platforms, or event management systems.
Ability to work with senior executives and external stakeholders with professionalism and discretion.
Key Competencies
Stakeholder management and relationship-building skills.
Event planning and project management expertise.
Strategic thinking combined with attention to detail.
High integrity and discretion in handling sensitive information.
Flexibility to travel and work across time zones as needed.
Adaptability to diverse projects and new business areas
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Skills Required
- Bachelor's degree in Finance, Business, Communications, or related field (Master's preferred)
- 5+ years of experience in investor relations, corporate access, capital markets, or related role
- Strong understanding of equity markets, investment community dynamics, and corporate communications
- Exceptional organizational skills with the ability to manage multiple projects and deadlines
- Excellent written and verbal communication skills; ability to prepare executive-level materials
- Proficient in Microsoft Office and CRM software; familiarity with tools like Bloomberg, IR platforms, or event management systems
- Ability to work with senior executives and external stakeholders with professionalism and discretion
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









