AVP/VP - Corporate Access - Bank

Key Accountabilities

The analyst will work closely with sector specialists who focus on specific sectors and are responsible for all corporate access activity related to each sector, including but not limited to, roadshows, conferences, field trips and special events.

- Prepare marketing materials, including (but not limited to) pitch books/presentations, shareholder analysis, bespoke trip layouts and feedback documents for corporate clients.

- Presentations - being able to execute on a vision and being able to understand what needs to be conveyed with the document including all data sets and being able to help guide on the best way to present it. More collaborative than reactive.

- Helping to build a dynamic investor data base pulling from internal resources as well as gathering information from external data bases as well to help with pitches, and shareholder targeting exercises.

- Communicate with various business units within the bank to obtain market intelligence, maintain connectivity and gather content regarding the markets and the sectors.

- Key liaison with multiple stakeholders for event planning and execution process like: Research analysts, Equity Sales, Event Compliance

- Working knowledge / ability to quickly learn systems and tools like FactSet, BigDough, SAP BO

- Helping to create processes around event execution and event compliance to speed up execution process while ensuring risk and controls are taken care of

- Work with Analytics teams to create avenues for automation within client consumption reporting for executed events and new event origination ideas

- Build a strong working relationship and gain an understanding of the institutional investment community through interaction with sector specialists, research analysts, salespeople, sales-traders, traders, buy-side customers, investment banking capital markets, and corporate teams.

- Ability to adjust work hours for regular overlap with NY hours (till noon EST).