Corporate Access

3 days ago

Sydney, New South Wales, Australia Shaw and Partners Full time $90,000 - $120,000 per year

Shaw and Partners is a leading Australian wealth management firm with a national presence who are seeking to hire in its Corporate Access function for its Institutional Broking Business.

Position and Responsibilities

Corporate Access facilitate interactions with unlisted and listed management teams, industry experts, the private wealth network and our institutional investor base. The right candidate will do this by organizing and offering conferences, corporate marketing roadshows, sector specific investor tours, themed access days, bespoke trips/meetings, and expert events.

Shaw and Partners is looking for a corporate access coordinator to join the team in Sydney, Australia. This person will be responsible for organizing investor-targeted events. This hands-on role will require the successful applicant to take ownership of day-to-day coordination, management, and work closely with research, sales, and corporate teams.

Key Responsibilities:

  • Coordinate conferences, corporate marketing roadshows, sector specific investor tours, themed access days, bespoke trips/meetings, and expert events.
  • Create marketing materials for Corporate Access events to be distributed to the Sales team and Institutional Investors.
  • Ensure accuracy of client meeting logs via WeConvene and Outlook.
  • Continue existing and establish corporate and investor client relationships.
  • Create and manage event budgets.

Qualifications:

  • 2 years minimum experience in Corporate Access, event planning, and working with equity sales, research and corporate teams.
  • Strong organizational skills with the ability to multi-task, Attention to detail and problem-solving skills.
  • Proficiency in WeConvene, MS Office, particularly in MS Excel and MS Outlook.
  • Comfortable with ad-hoc or routinely shifting demands, able to function in a fast-paced environment, can adeptly handle ambiguity.
  • Excellent time management skills and the ability to prioritize work.
  • Team-orientated. Demonstrates respect, ability, and willingness to collaborate with teammates to ensure appropriate support and coverage.

Thank you for your interest

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