Job Description

Business Overview:

Global Banking & Markets help their franchise of clients find effective ways to raise and invest capital as well as manage their exposure to risk. Their client base comprises of hundreds of corporations, institutional investors, banks, governments and supranational organizations.

Candidate SuccessFactors:

Candidates are measured on the following four performance drivers, which will dictate how individual impact is considered on the Americas platform:

Results and Impact

Able to influence peers and team.
Demonstrates good judgement when making decisions of high complexity and impact.
Exercise appropriate autonomy in the execution and delivery of work. 
Responsible for driving outcomes, which have meaningful effect on team or department.

Leadership and Collaboration:

Creates trust with colleagues.
Acts in leadership capacity for projects, processes, or programs.

Client, Customer and Stakeholder Focus: 

Able to build relationships with a mix of colleagues and clients.
Interacts regularly with management and department leaders.
Demonstrates the ability to influence stakeholders at the team level. 

Compliance Culture and Conduct: 

Takes full responsibility for personal actions and demonstrates courage in facing problems and conflicts.
Perceived as a person of high moral character; upholds corporate values and displays high ethical standards.

Responsibilities: 

The current role is for an Events Roadshow Coordinator will be supporting priority clients and Global Banking & Markets Front Office personnel. The Roadshow Coordinator will work on a day-to-day basis with the Front Office to build out schedules and organize interactions with investors and issuers. Furthermore, our Roadshow Coordinator is expected to demonstrate exceptional organization skills and creativity while managing and maintaining supplier relationships. This position also requires the ability to reconcile roadshow costs in a timely manner and work with accounts to ensure timely and accurate client invoicing.

Manage all aspects of a number of roadshows, from conception to completion (physical and online client roadshows)
Coordination of Deal and Non-Deal Roadshows and marketing processes including air/hotel/car logistics
Coordination of Lender Meetings (e.g. new issue, amendment, extension) for Pro Rata and Institutional Loans
Coordinate and support non-deal roadshows for our M360/Economists team
Schedule and manage large sets of meetings for Senior Management when visiting a particular city in US, or abroad.
Establish strong working relationships with external/internal clients i.e. issuers / Debt Capital Markets (“DCM”) and Syndicate.
Maintain a centralized repository that archives key documentation related to lender meetings, investors, as well as the ability to support the Business in tracking and reporting out on various metrics related to the roadshows
High degree of hotel knowledge, experience in negotiation, and contract management.
Manage multiple projects at the same time and be able to prioritize between various tasks depending on deadlines

Minimum Required Qualifications:

Education and Experience: Bachelor’s degree or higher, Marketing and Communications is an added advantage. Strong understanding of Front Office principles and processes for providing customer and administrative services. 5-7 years of proven experience in working in an Events related or Administrative Assistant role, with a strong ability to support various levels in the organization.
Demonstrate ability to harness vendor relationships
Demonstrate ability to interact with senior management as well as client-side C-suite executives
Ability to work under pressure and manage tight timelines
Technical Skills: Extremely competent in Microsoft Products including: Excel, PowerPoint, Outlook, and Word.
Exceptional communication and interpersonal skills: A good candidate will be an active listener and clear communicator, both verbally and in writing. They must communicate pro-actively, anticipating the needs of the business. Escalating issues as necessary – utilizing tact and confidentiality. Be an excellent team player.

Preferred Qualifications: 

Experience working at an investment bank or large financial institution preferred but not required

FINRA Registrations Required:  

Not Applicable 

CFTC Swap Dealer Associated Person (if yes, NFA Swaps Proficiency Program is required): 

Not Applicable 

SEC Security-Based Swap Dealer Associated Person:

Not Applicable 

The expected starting salary range for this position is between $90,000 to $110,000 annually. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience, time in role, base salary of internal peers, prior performance, business line, and geographic/office location.

In addition, our comprehensive benefits package aims to support our employees in various aspects of their lives. From healthcare and wellness programs to retirement plans and childcare services, we prioritize the well-being and growth of our employees. Our benefits include medical, dental and vision coverage, a 401(k) Savings Plan, backup childcare, life, accident and disability insurance, mental health support and paid time off. Additional details about our benefits offerings, inclusive of eligibility for a discretionary bonus, will be provided during the hiring process.

This application will remain open until a candidate has been selected for the role. There is no specific application timeline.