ROADSHOW COORDINATOR - CORPORATE ACCESS - NEW YORK

Kepler Cheuvreux•New York, NY

3d•$73,000 - $83,000

About The Position

Kepler Cheuvreux is hiring a Roadshow Coordinator for its Corporate Access department in New York. The role supports a cross-border team in organising virtual and in-person events in the financial industry, including corporate and analyst roadshows, conferences, field trips, and bespoke meetings, both locally and internationally. The coordinator prepares invitations, investor targeting, itineraries, schedules, marketing collateral, and presentation materials; communicates event information to internal and external stakeholders; and ensures events run smoothly. For in-person events, the role includes welcoming and hosting participants on-site. The coordinator also gathers post-event feedback, attends weekly sales meetings to brief the team on bookings and priorities, provides administrative support to local sales staff and analysts, and occasionally assists with office management. The role requires compliance with applicable legal, regulatory, and internal compliance requirements for the brokerage industry, including financial crime and fraud prevention obligations such as reporting to the Money Laundering Reporting Officer. The employee must maintain appropriate role-related knowledge and complete mandatory training. The position offers annual compensation of USD 73,000 to 83,000.

Requirements

Excellent organisational skills.
Strong sense of responsibility and accountability.
Excellent communication and relational skills.
Team spirit.
Ability to anticipate potential obstacles and react quickly.
Ability to thrive in a fast-paced environment with multiple projects and deadlines.
Service-oriented approach.
Ability to work flexible hours.
Ability to learn proprietary software quickly, especially the group CRM.
Good PowerPoint, Microsoft Office, and Outlook skills.
Knowledge of Zoom and/or Teams.

Nice To Haves

Tech-savvy nature.
Knowledge of financial markets.
FINRA licenses SIE, Series 7, and Series 63.
Web marketing experience.
Previous work within a financial services organisation.
Previous work within a Corporate Access or event management team.

Responsibilities

Organise and execute virtual and physical corporate roadshows, analyst roadshows, conferences, field trips, and bespoke meetings, locally and internationally.
Use virtual event platforms and help introduce new technologies.
Draft invitations, compile investor targeting, and coordinate itineraries and event schedules.
Provide timely event updates to institutional investors, listed companies, the Corporate Access team in the US and other offices, the Travel desk, Research, and Equity Sales.
Prepare and maintain marketing collateral and presentation materials for meetings and roadshows.
Ensure event logistics and execution run smoothly; welcome and host participants at physical events.
Contact participants after events to collect feedback.
Attend weekly sales meetings to brief the team on event bookings and Corporate Access priorities.
Provide general administrative support to local sales staff and analysts, and occasionally assist with office management.
Comply with applicable legal, regulatory, and internal compliance requirements, including financial crime and fraud prevention obligations such as reporting to the Money Laundering Reporting Officer.
Maintain the knowledge and competence required for the role and complete mandatory training.