Job Description

DETAILS:

• Function: Roadshow Coordinator - (SmartConnect Coordinator)
• Department:  Corporate Access
• Job Type: Full-time
• Location: New-York
• Compensation: Between USD 80'000 to 100'000 per year

KEPLER CHEUVREUX:

Kepler Cheuvreux is a leading independent European financial services company that specialises in Research, Execution, Fixed Income and Credit, Structured Solutions, Corporate Finance, and Asset Management.

The Group employs around 600 people and is present in 14 major financial centres in Europe, the US and the Middle East: Amsterdam, Brussels, Dubai (DIFC), Frankfurt, Geneva, London, Madrid, Milan, New York, Oslo, Paris, Stockholm, Vienna, and Zurich.

Group key figures:

• 1st independent European equity broker.
• 1st Equity Research coverage in Continental Europe.
• 1st Country Broker and Research (Extel 2024).
• 14 major financial centres in Europe, US and the Middle East.
• 600 employees.
• 1,300 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: 

• With institutional investors and listed companies
• With Corporate Access team (both in the US and with the all the other Kepler Cheuvreux offices)
• With Travel desk
• With Research
• With Sales force
  

• 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

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.

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