Corporate Access, Public Equities
About The Position
The incumbent will lead the design and execution of the Public Equities platform’s corporate access strategy, ensuring portfolio managers and research analysts across public equity strategies have consistent, high-quality connectivity to public-company management teams, industry experts, and other differentiated sources of investment insight. The role owns the platform’s broker relationships, builds direct issuer engagement, and constructs scalable access infrastructure in close partnership with the public equities investment team and in alignment with firm compliance standards. The role also serves as a strategic partner to Public Equities leadership, advancing organizational priorities and coordinating execution across investment teams and partner functions. It supports platform development through strategic planning, scalable processes, operating disciplines, and special projects. The position evaluates broker research and access, leads broker review and voting processes, and develops differentiated corporate engagement opportunities. The required experience is five or more years, with seven or more years preferred. The position is classified as sedentary work.
Requirements
- At least 5 years of work experience.
- Expertise or skills related to asset/investment modeling, asset classes, capital markets, client relationship management, data-based decision-making, equity investments, financial risk management, investment accounting, investment management, investment research/analysis, and portfolio management.
- Executive presence and a continuous improvement mindset.
- Physical requirements: sedentary work.
Nice To Haves
- University degree preferred.
- At least 7 years of work experience preferred.
Responsibilities
- Serve as a strategic partner to Public Equities leadership, advancing strategic, investment, commercial, and organizational initiatives.
- Coordinate execution across the Equities organization and with Distribution, Product, Trading, Risk, Compliance, Operations, Technology, and other enterprise functions.
- Engage senior firm leadership to coordinate priorities, surface issues, accelerate decisions, and ensure execution of Equity platform initiatives.
- Lead or support cross-functional projects spanning investment teams or business functions.
- Identify opportunities to improve collaboration, share best practices, and strengthen connectivity across the Equity platform.
- Coordinate selected external strategic relationships and initiatives connected to broader Equity platform priorities.
- Partner with Equity leadership to identify and advance improvements to investment capabilities, operating practices, commercial effectiveness, and organizational connectivity.
- Translate strategic priorities into workstreams, milestones, ownership, and follow-through.
- Support senior leadership meetings, strategic planning, and platform communications by synthesizing information, identifying issues and decisions, and coordinating follow-up.
- Develop scalable processes, tools, and operating disciplines that improve transparency, information sharing, and execution across Public Equities.
- Take on emerging priorities and special projects for Equity leadership.
- Own and deepen strategic sell-side broker relationships, serving as a senior relationship lead for key equity research and access counterparties.
- Evaluate the quality and value of broker research and corporate access against investment-team needs using qualitative and quantitative measures.
- Partner with investment teams, Trading, Compliance, and other stakeholders to prioritize brokerage resources, including commissions, votes, and eligible research and access services.
- Lead periodic broker review and voting processes, aligning resources with the platform’s highest-value research and investment priorities.
- Define and lead the Public Equities corporate access strategy in alignment with research priorities, sector coverage, and investment processes.
- Be accountable for the quality, breadth, and efficiency of corporate access supporting public equity strategies.
- Develop differentiated engagement opportunities, including one-on-one meetings, site visits, small-group sessions, and other direct interactions.
- Represent the Public Equities platform externally as a senior, trusted, and professional point of contact.
- Use external relationships to enhance investment insight and the Equity platform’s connectivity and visibility.
Benefits
- Comprehensive Total Rewards package.
- Superior retirement program.
- Competitive health, wellness, and work-life offerings.
- Potential participation in an incentive program linked to performance, depending on the role.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
