Overview of Role
Redburn Atlantic is seeking a Corporate Access Associate to join the Corporate Access team in our New York office. An essential function of the position is that the employee be on site in the NY Office to assist our Sales & Trading teams in person.
This is an junior level position and the ideal candidate will have basic understanding of the financial industry, ideally gained from 3+ years of experience and exposure to Financial Markets. The eventual hire will be joining at an exciting time for the firm as we embark on an ambitious growth plan in the US Equity Market.
Responsibilities
- Assist the Corporate Access team in their day to day operations
- Work in tandem with the Access and sales teams to assist in organizing exemplary corporate roadshows, reverse roadshows, conferences and sales briefings with RA Corporate clients and investor clients
- Attend and transcribe occasional sales briefings with both covered and non-covered companies, such as IA leads, focusing on development for Pitch Invitations
- Assist in creation of pitch decks for corporate targeting discussions including pulling shareholder registers and arranging analysis in PowerPoint
- Collect feedback from investors to work on process/efficiency improvements
- Organize ‘post-mortem’ conference calls with companies to discuss improvements and solutions to outstanding issues for future events
- Coordinate on deal roadshows including liaising with Equity Capital Markets, Redburn Management, Equity Sales & Analysts, and other brokers involved in the transactions
- Maintain and update Access/Client related roadshow data in our CRM Systems (Tier 1), Corpaxe and Internal Confirmed events diary
- Create formal “blue” invitations for corporate roadshow group meetings and conferences using internal software
- Occasional travel will be needed during NDRs to support with recording comprehensive meeting notes
- Organize corporate roadshow lunches (including making reservations, sourcing and booking private rooms and table reservations for roadshows, ordering food for corporate meetings, conference food service, etc.)
- Various Administrative tasks included in the Access process (sending invites for events, maintaining confirmed corporate events diary, creating roadshow schedule documents, solicit and collect investor feedback following roadshows, arrange and book cars hotels, etc. for corporate roadshows)
- Additional duties as assigned
Education and Qualifications
- BS or BA mandatory; finance/economics concentration preferred
- 1-2 years’ Financial Industry experience, ideally with a focus or exposure to Financial Market
- Experience in a similar role supporting Front Office Trading & Sales beneficial
- Confident using Microsoft software packages including Outlook, Excel, and Word experience, Skills and Competencies Required
- High level of attention to detail
- Confident, outgoing, and enthusiastic personality
- Excellent interpersonal and communication skills both written and oral
- Ability to liaise with clients in a clear and professional manner
- Ability to work well under pressure in a fast-paced environment
- Strong problem-solving and decision-making skills
- Extremely detail orientated, numerate, reliable, and conscientious
- Ability to work independently and as part of a team
