Roadshow Coordinator (2+ years of Deal Roadshow Experience in Finance Industry)

First Global Management Services, Inc.•New York, NY

5d•$70,000 - $115,000•Onsite

About The Position

The Roadshow Coordinator II is responsible for planning and executing high-profile roadshows by collaborating with Corporates, Institutional Equity Sales, Investment Banking, and Capital Markets teams. This role involves extensive coordination of logistics, including travel, accommodations, and virtual meeting arrangements, while maintaining seamless communication with corporate management teams and internal stakeholders. The Roadshow Coordinator will demonstrate strong organizational skills, the ability to work independently, and a commitment to excellence, creativity, and teamwork.

Requirements

2-3+ years’ experience working on complex Deal Roadshows in the Financial industry
Strong working knowledge of the Microsoft Office, specifically Excel
Experience in management and training teams both in planning and execution of Roadshows
Deal Roadshow experience required
Highly organized – ability to handle multiple tasks to meet strict deadlines
Excellent time management and multi-tasking skills
Ability to effectively and extensively interact with all levels of senior ranking officers
Adaptability to situations and ever-changing demands
Accessible and responsive at all times; tasks and requests by client often happen outside of normal business hours - must be available to respond accordingly in accordance with SLAs
A calm and flexible approach to handling pressure and stress.
Professional, responsive and polite in extremely difficult circumstances
Resourceful, ambitious and proactive
Creative problem solver and team player
Required Travel up to 10%

Responsibilities

Work closely with Corporates, Institutional Equity Sales, Investment Banking and Capital Markets and/or Corporate Access to design and execute roadshows
Build strong relationships with corporate management teams as well as with other internal constituents
Heavy calendar management and meeting coordination for investors, clients and internal teams
Heavy logistic coordination for in-person roadshows, including, but not limited to hotels, ground transportation, private air, commercial air
Heavy logistics coordination for virtual/hybrid roadshows, including, but not limited to Zoom, conference calls, large group virtual meetings
Maintain and communicate logistics and travel schedules and agendas with corporate contacts, salespeople and other participants for multiple events at the same time
Reconcile all roadshow expenses
Source, vet and contract venues for events with client input
Negotiate with vendors for cost effectiveness as appropriate, commercial focus to the bottom line
Identify new venues and vendors to differentiate roadshows and provide new experiences to clients
Arrange conference calls and webcasts and coordinate ad hoc technology requests
Provide real-time support for participants, even if after hours leading into an event
Create and send logistical information and coordinate other materials for events as needed
Must be able to balance a client’s demands and prioritize work based on a high-volume book of work
Able to work independently with specialists and clients with little guidance
Back up coverage for colleagues as needed within the team
Excellent working relationship with managers, clients and peers alike
Advanced supplier knowledge: ability to negotiate value adds for cost efficiencies or enhanced attendee experience
Act as an ambassador for the FIRST brand, leading by example and displaying the company’s core values (Ambition, Creativity, Excellence, Integrity, Teamwork)

Benefits

Medical, Dental & Vision which includes the option of a high-deductible health plan (HDHP) with a health savings account (HSA)
401 (k)
Five Flexible Spending Accounts Options
Generous Paid Time Off Allowance
Employee Assistance Program (EAP)
Life, Disability & Pet Coverages
Wellness Stipend
Mobile Phone Allowance
Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more
Aura Identity Theft Protection
Discretionary Bonus Structure
Global Opportunities: With a presence in 7 countries worldwide, including headquarters in London, New York, and Singapore, you may have the opportunity to work on exciting projects across different locations.