Corporate Access & Research Coordinator

Millennium•New York, NY

17d•$70,000 - $160,000•Onsite

About The Position

The Corporate Access & Research Coordinator will serve as a key operational and administrative partner to the growing investment team, owning the team’s corporate access program while providing high-touch support across scheduling, travel, expense management, and team logistics. This is a senior, high-trust role for an experienced professional who can manage complex executive workflows, represent the brand externally with corporates and brokers, and bring structure and efficiency to a fast-moving investment team.

Requirements

10+ years of relevant experience in corporate access, executive support, or a hybrid role on the buy-side or sell-side.
Strong background in executive administration, including travel and expense management.
Buy-side corporate access experience preferred; sell-side or buy-side corporate access background required.
NYC-based or willing to work from the NYC office.
Strong verbal and written communicator with maturity, presence, and discretion.
Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously.
Comfortable working with senior internal and external stakeholders, including negotiating on the firm’s behalf.
Social, relationship-oriented, and able to build trust quickly.
Strong academic credentials.

Responsibilities

Own the firm’s end-to-end corporate access program — including bespoke origination, conference coordination, NDRs, field trips, and IR engagement.
Track quiet periods, earnings dates, and key catalysts across the coverage universe; schedule recurring IR calls (pre-QP and post-earnings).
Build and maintain strong relationships with IR teams, management contacts, and sell-side counterparts; advocate for the firm’s access and prioritization.
Manage conference planning, prioritization, allocations, scheduling logistics, and post-event tracking, including team feedback on meeting quality.
Identify supplemental access opportunities (NDRs, small-group meetings, bespoke engagements) and proactively surface them to PMs and analysts.
Ensure all interactions are documented in line with compliance requirements.
Support broker vote meetings, including preparation, analysis, and coordination.
Maintain reporting on corporate access activity, broker performance, and meeting quality.
Assist with budgeting and broker agreement discussions, helping articulate the firm’s approach to valuing and paying for corporate access.
Provide high-level administrative support to investment professionals, including: Complex calendar management and meeting coordination, End-to-end travel planning and booking (domestic and international), Expense management, reporting, and reconciliation, Liaising with internal teams (e.g., Building Reception, Travel, IT) to ensure seamless logistics.
Act as the central point of contact for the team’s administrative needs and external requests.
Maintain organized records, contacts, and recurring workflows to keep the team running efficiently.
Represent the firm professionally with external stakeholders, including corporates, IR contacts, and brokers.
Help develop and execute a branding strategy that elevates the firm’s presence with the Street and corporate community.