Executive Assistant & Equity Research Roadshow Co-ordinator at JPMorgan Chase & Co.

Job responsibilities

Corporate Access and Roadshow Co-ordinator:

Planning and execution of all aspects of all Deal/Non-deal roadshow and Investor Trip/Sector Tour activity for EMEA region: to include client liaison and travel management (flights, hotels, cars); one-on-one meeting scheduling; group meeting venue booking and all related logistical elements – audio visual, catering; client registration; profile production, presentation distribution; financial reconciliation

Deal and Non Deal roadshows, Investor days, Site Visits, Analyst Marketing:

• Drafting of proposed schedules for deal/ non deal marketing in required system
• Advising and organising of all logistics involved
• Communicating with corporate, sales, bankers and research teams
• Sourcing and booking of venues for group presentations and conference calls/ tele-presence. This includes the designing of the invitations and monitoring the responses
• Arranging production and delivery of presentation material and preparing information packs with investor profiles for clients
• Effective management of budgets and expense reconciliation for roadshows
• Multiple roadshows and investor tours/ trips and corporate access coordinated at the same time
• Work closely with equity sales teams, research teams and other divisions to coordinate conferences, private meetings, analyst marketing, deal and non-deal roadshows
• Liaising with senior management of corporate institutions on roadshow arrangements and related queries
• Being responsive, addressing issues/ concerns and disputes quickly, professionally and in good faith
• Safeguarding client privacy
• Designing of roadshow invitations and monitoring responses
• Arranging production and delivery of presentation material and preparing information packs with investor profiles for clients
• Sourcing and booking of venues for group presentations and zoom calls

Executive Assistant / Team Management:

• Advising and organising of all logistics involved both local and international  (flights, hotels, transfers), production of accurate itineraries, and Process LOB invoices and T&E expense claims for team members. Ensure all policies are followed and items are processed timeously and managing all related queries and issues. Completion of monthly corporate card reconciliations
• Effective management of budgets and expense reconciliation for roadshows and business travel
• Advising and organising of all logistics involved both local and international  (flights, hotels, transfers)
• Experience of managing schedules using a web-based scheduling/event management tool – P1 and Corporate Access. Strong technical capabilities – knowledge of Excel and Pitchpro and a desire to learn new skills including these
• Experience of managing schedules using a web-based scheduling/event management tool – P1 and Corporate Access. Strong technical capabilities – knowledge of Excel and Pitchpro and a desire to learn new skills including these

Requires qualification, capabilities, and skills

• Ability to learn new Roadshow co-ordination systems
• Strong project-management abilities, prioritising skills & ability to work on own initiative
• A solid EA skill set working with senior individuals with a strong degree of flexibility given the demand nature of the role
• Strong interpersonal, written and oral communication skills.  Ability to communicate at all levels
• Excellent telephone etiquette and ability to manage competing priorities
• Strong attention to detail, organizational skills and time management is essential
• Accurate budget-management and financial reconciliation
• Team player with ability to be flexible 
• Ability to multi-task, deliver a high volume of projects simultaneously and to work to strict deadlines 
• Candidates will primarily have a proven track-record in financial roadshow-management