The corporate access coordinator is responsible for arranging corporate & expert access events for institutional investor & corporate client partners. In this role, you will work directly with research, sales, banking & events team to understand their needs, select venues, coordinate logistics, manage budgets and ensure the successful execution of J.P.Morgan events. Experienced self-starter that can quickly begin to contribute and manage events independently. Access events can include investor tours, conference meetings and non-deal roadshows.
Job Responsibilities:
- Collaborate with Corporate Meetings & Events teams to promote events, manage registration & client communications around investor meetings.
- Meet with JPMorgan event hosts/sponsors to understand their objectives, requirements, and budget.
- Research and select appropriate venues (in-house or external), negotiate contracts, and manage relationships with vendors.
- Develop and manage event budgets, ensuring cost-effectiveness and adherence to financial constraints and following required expense management procedures.
- Manage communications with corporate and investor clients to organize investor meetings.
- Manage all logistics associated with events: obtaining compliance approval, transportation, catering, audiovisual equipment, and other necessary services.
- Liaise with company management teams, research, and institutional sales to develop and execute corporate access events.
- Effectively market Corporate Access events internally to research sales and sales trading.
- Work closely with research sales and sales trading to monetize Corporate Access events.
- Conduct post-event evaluations to gather feedback and assess the success of the event, making recommendations for future improvements.
- Ensure all events follow J.P. Morgan legal, compliance and expense policies.
- On-site staffing of events to ensure seamless execution and manage client inquiries and requests.
Require qualifications, capabilities, and skills:
- Experience in meeting management at an investment bank required.
- Strong front office experience and knowledge across markets business preferred.
- Detail oriented and self-motivated.
- Excellent communication skills, both verbal and written, can engage and influence partners and stakeholders.
- Thrive in a fast-paced environment of real-time market pressures and easily remain focused on client needs.
- Microsoft Excel, PowerPoint and MS Word proficiency
- Demonstrate good judgment - decision-making is your strongpoint.
- Strong interpersonal skills - you listen and communicate in a direct, succinct manner.
- Experience with virtual and hybrid event planning.
Preferred qualifications, capabilities, and skills:
- Experience with event management platforms such as BTS is ideal.
- Ability to travel as needed for site visits and event execution.
- Flexibility to work evenings and weekends as required by event calendar.