Roadshow Marketing Coordinator - Associate

Jefferies Financial Group•New York, NY

About The Position

The firm is seeking a detail-oriented, proactive associate-level Roadshow/Analyst Marketing Coordinator to join the Corporate Access team in New York. This role executes local event logistics across non-deal roadshows, reverse roadshows, field trips, conferences, and summits, and handles analyst marketing for the firm. The coordinator works with internal partners to support event planning and execution, manages budgets and approvals, coordinates logistics and materials, and provides administrative and onsite event support.

Requirements

  • At least 3 years of experience in corporate access, roadshow management, sales assistant, or related roles.
  • Strong organizational skills and attention to detail, with the ability to manage multiple projects and stakeholders simultaneously while meeting tight deadlines.
  • Comfort with ad hoc demands and the ability to work in a fast-paced environment and navigate ambiguity.
  • Excellent time management skills and the ability to work independently with minimal supervision and collaboratively within a team.
  • Ability to multitask, attention to detail, and problem-solving skills.
  • Excellent communication and interpersonal skills, with the ability to build relationships with clients and internal stakeholders.
  • Proficiency in the MS Office suite and event management tools.

Responsibilities

  • Collaborate with Research, Sales, Banking, and Origination partners to determine support needs for corporate access events and align activities with broader firm objectives.
  • Work with Research and Sales to originate and execute analyst marketing events.
  • Assist with conference and summit allocations and changes, and provide onsite event support.
  • Assess budget needs, obtain and record appropriate approvals, and track and record spending.
  • Develop and maintain event timelines, budgets, and schedules, meeting deadlines and managing expenses efficiently.
  • Complete compliance reviews, manage event site buildout, create and distribute event marketing materials, and manage request aggregation and meeting offers.
  • Coordinate group and one-on-one meeting logistics, including facility and venue reservations, catering, ground transportation, technology needs, and security registration.
  • Organize event materials, including presentation printing and schedule distribution.
  • Manage onsite event logistics as needed, including setup, registration, attendee management, and post-event reconciliation.
  • Provide administrative support, including travel arrangement recommendations, expense processing, and maintaining event records.
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