Corporate Access

Corporate Access is providing “access” via the medium of meetings, conference calls, events and roadshows to listed corporates, government agencies, unlisted companies and more to our Institutional Investor client base.

In this role you will deliver specialised access through the forum of meetings, conferences, briefings, Non-Deal Roadshow’s (NDR’s), investor roadshows and major forums to Australian corporates and domestic/international institutional investors. This hands-on role will require the incumbent to take ownership of day-to-day coordination and management, as well as achieving individual deliverables and targets.

This role includes management of major events and meetings as well as responsibility for being an internal partner to some of the firms most senior managers. You will work closely with Citi’s Research, Investment Banking, Equity and Fixed Income Sales teams with the responsibility for delivering differentiated corporate access for both corporate’s and institutional clients. You will foster strong relationships with our clients, who are the heads of investor relations for Australia’s largest listed companies, as well as our institutional clients.

**Responsibilities**:

- Develops and executes investor targeting strategies for corporations
- Manages customized due diligence programs for some of the firm´s largest institutional accounts
- Budget, organize and deliver the Equity franchises conference offering
- Manages Market & Banking's thought leaders program
- Helps connect Citi’s thought leading ideas with the broader institutional investment community
- Responsible for building and maintaining relationships with corporate management teams who may or may not be investment banking clients
- Works closely with sales to coordinate and execute institutional investor non deal roadshows while providing a high level professional service
- Activities include pitching roadshow and more discrete investor marketing opportunities to Investor Relations Officers and Chief Financial Officers, building direct relationships with companies and investors in order to provide value added insight to help corporates effectively market the story
- Provides insightful feedback on complex interactions between senior level management, consultants, investors and internal constituents
- Works closely with our sales professionals, research analysts and bankers to develop and execute them for our most valued clients
- Works in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
- Builds a culture of responsible finance, good governance and supervision, expense discipline and ethics
- Appropriately assesses risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
- Adheres to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
- Adheres to all policies and procedures as defined by your role which will be communicated
- Obtains and maintains all registrations/licenses which are required for your role, within the appropriate timeframe

**Qualifications**:

- 6-10 years relevant experience
- Requires commercial awareness
- Developed communication and diplomacy skills
- Exceptional organizational skills
- Excellent written and verbal communication skills with the ability to convey ideas in a comprehensive manner
- Self-starter with an acumen to think and solve problems independently
- Commitment to quality and client satisfaction

**Education**:

- Bachelor’s/University degree or equivalent experience, potentially Masters degree

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
- **Job Family Group**:
Research
- **Job Family**:
Equity Access Strategies
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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