Investor Access - Corporate Access Coordinator - Associate

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.


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