DETAILS:
Function: Roadshow Coordinator
Department: Corporate Access
Job Type: Full-time
Location: New-York
Compensation: Between USD 73'000 to 83'000 per year
About Kepler Cheuvreux
Kepler Cheuvreux is a leading independent European financial services company, with a presence across Europe, the United States and the Middle East.
The Group is structured around three product pillars: Agency Brokerage, Investment Solutions and Corporate Finance, supported by two transversal pillars: a cross-asset research platform and a multi-local sales force. This organisation is built with shared support and control functions across the Group.
Group key figures:
1st independent European equity broker
1st Equity Research coverage in Continental Europe
1st Country Broker and Research (Extel 2026)
“World’s Best Agency Broker” (Euromoney Markets Awards 2026)
15 major financial centres in Europe, the US, and the Middle East
700 employees
1,600 institutional clients
YOUR TASKS:
Organisation of virtual and physical events in the financial industry as part of a cross-border corporate access team.
Main responsibilities:
Events coordination and execution
Responsible for the organisation of virtual and physical Corporate Roadshows, Analyst Roadshows, Conferences, Fieldtrips and Bespoke Meetings (both local and international).
Master virtual events platforms and help introduce new technologies.
Draft invitations, compile investors targeting and coordinate itineraries and event schedules.
Manage communication to ensure all stakeholders have clear and timely updates ahead of events.
o With institutional investors and listed companies
o With Corporate Access team (both in the US and with the all the other Kepler Cheuvreux offices)
o With Travel desk
o With Research
o With Equity Sales
Prepare and maintain marketing collateral and presentation materials for meetings and roadshows.
Ensure flawless logistics and execution on the day of events.
For physical events: welcome and host participants on-site on the day of the event.
Liaise with participants after events to collect feedback.
Attend sales meetings weekly to brief the team on events booking and corporate access priorities.
Admin
General administrative work and support for local sales and analysts.
Occasional office management tasks.
Key Contacts:
External
Corporates, investors (clients), technology providers for virtual events, various providers for physical events (drivers/hotels/restaurants/caterers).
Internal
Corporate access team/ Research team / Sales team / ECM team.
Legal & Regulatory Responsibilities:
Comply with all applicable legal, regulatory and internal Compliance requirements applicable to the brokerage industry, including, but not limited to, Financial Crime and Fraud prevention obligations such as reporting to the Money Laundering Reporting Officer.
Maintain appropriate knowledge to ensure continued competence to undertake the role. Complete all mandatory training as required to attain and maintain competence.
QUALIFICATIONS AND REQUIRED SKILLS:
Essential Competencies:
Excellent organisational skills
Strong sense of responsibility & accountability
Excellent communication and relational skills
Team spirit
Good anticipation of possible blocking points and fast reaction time
Ability to thrive in fast paced environments with multiple projects and deadlines
Service oriented
Ability to work flexible hours
Ability to learn proprietary software quickly, especially our group CRM
Desirable Competencies:
Tech-savvy nature
Knowledge of financial markets
Essential Qualifications:
Good Powerpoint, Microsoft office and Outlook skills
Knowledge of Zoom / Teams
Desirable Qualifications:
FINRA licenses SIE, 7 & 63
Web marketing experience
Desirable Experience:
Previously worked within a Financial Services organisation
Worked within a Corporate Access or Event Management Team
Please ensure that you have all the legal documents required to work in the country before applying.
RECRUITMENT PROCESS:
Between 2 and 3 rounds of interviews: fit and technical questions.
You will need a flexible and creative approach to flourish in our international environment and succeed with our diverse client base. If you possess these qualities and would like to be part of Kepler Cheuvreux’s story, then come and join us!
Please note that Kepler Cheuvreux promotes equal opportunity. All applications will be given due consideration.
Skills Required
- Excellent organizational skills
- Strong sense of responsibility and accountability
- Excellent communication and relationship-building skills
- Team-oriented approach
- Ability to anticipate problems and react quickly
- Ability to manage multiple projects and deadlines in a fast-paced environment
- Service-oriented approach
- Ability to work flexible hours
- Ability to learn proprietary software and CRM systems quickly
- Proficiency with Microsoft PowerPoint, Microsoft Office, and Microsoft Outlook
- Knowledge of Zoom and Microsoft Teams
- Tech-savvy nature
- Knowledge of financial markets
- FINRA SIE, Series 7, and Series 63 licenses
- Web marketing experience
- Previous experience in a financial services organization
- Previous experience in corporate access or event management
What We Do
Kepler Cheuvreux is a leading independent European financial services company. It specializes in providing a comprehensive range of services, including equity and credit research, execution, fixed income, structured solutions, corporate finance, and asset management. The firm serves institutional clients across Europe, the US, and the Middle East, operating from major financial centers to deliver independent financial expertise and investment solutions.
