Job Description

Company Description

Rose & Company is a leading independent capital markets advisory firm providing strategic counsel and tailored solutions to help companies increase market valuation. We serve diverse companies across various industries and geographies, leveraging our significant experience and broad relationships within the investment community. Our forward-thinking approach focuses on investor engagement and acquisition, aligning our interests with those of our clients to create long-term value by identifying, engaging, and building relationships with high-quality, long-term investors.

Role Description

This is a full-time role for a Corporate Access / Roadshow Coordinator, located in New York, NY, with hybrid work arrangements available. The Corporate Access / Roadshow Coordinator will be responsible for coordinating and managing roadshows, setting up investor meetings, and facilitating communication between clients and investors. Daily tasks include planning and organizing events, providing excellent customer service during interactions, and maintaining detailed records. This role requires working closely with internal teams to ensure seamless execution of events and roadshows, as well as providing training and support to clients as needed.

As a Client Events and Roadshows Coordinator you’ll work as a key team member to organize, manage and facilitate roadshows, on direction from and in liaison with the business, for stakeholders in both a virtual and physical capacity. This role works closely with other Client Events & Roadshows team members locally, regionally, and globally. You will need to have the ability to build strong and lasting relationships with stakeholders and suppliers.

Qualifications

• Familiarity working working in finance within the sellside / buyside ecosystem
• Experience managing events including logistics for events and 1:1 meeting arrangements.
• Experience with venue selections, ground transportation companies and booking travel.
• Ability to work with minimum supervision, under pressure, extreme tight timelines and to cover projects across different time zones/regions.
• Excellent time management, strong organization skills, meticulous attention to detail, and ability to multi-task
• Be a good team player with a positive attitude where willingness to learn/share attitude is essential.
• Willing to work onsite to support/execute project analysis required.
• Have demonstrable experience of managing budgets for individual events; work strategically to negotiate and leverage spend.
• Proficiency in Microsoft Office (Word, Excel, Outlook)

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