Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.
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Working in support of the South Africa event team to coordinate and execute a series of live events throughout the year, including: own-hosted conferences, regional adviser forums and roadshows; awards ceremonies; private dining; corporate hospitality and sporting events
Support the coordination, management and execution of invitation process for events
Build and execute social media plans, gathering assets and writing copy for posts
Maintain the events calendar
Ensure that contingencies are in place for keynote speakers, live events and other potential last-minute changes that will require you to trouble-shoot and adapt
Coordinate internal and external speakers and resources and maintain schedules to avoid conflicting dates
Collaborate with the brand team to ensure a consistently high-profile and high-quality association for the Morningstar brand, and where appropriate, work with Media team to ensure pre- and post-event media coverage of events
Collaborate and build good working relationships with internal creative services team.
Meet and greet and general support on the day for live events, and manage the attendee experience for online events
Collect, analyse and report attendees’ feedback
Coordinate the tracking of event marketing qualified leads over to sales team, and subsequent conversion rates
Manage Morningstar’s box at Newlands Cricket Ground, coordinating tickets, catering and working with the team to manage attendance
Adhere to all internal procedures and business requirements
Provide accurate and timely event reports
Build a solid network with key clients
Requirements
Minimum 2 years’ relevant experience
Investment industry or general financial services knowledge preferred Bachelor’s degree
Proven ability supporting or running events through the entire event life-cycle
Excellent communication skills; both written and verbal, with the ability to adjust communication style to suit audience. Must be professional when dealing with senior stakeholders and other team members
Proficient with Microsoft office with the ability to quickly learn new systems (e.g. project management software, payment processing software, email marketing platform etc.)
Experience using email marketing systems (e.g. Eloqua or equivalent), event registration software (e.g. Cvent), digital event platforms (e.g. Intrado, Cvent Virtual Attendee Hub) is preferred
Ability to juggle a heavy workload, often with conflicting timelines and must
Be process-driven; ability to adapt existing/create new processes to enable efficient output without jeopardizing quality
Organised and logical with ability to pay close attention to detail whilst maintaining consistent approach
Ability and willingness to travel domestically as needed (infrequent)
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