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Roadshow/Events Specialist

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Our large financial services client, located in Weehawken, is seeking someone with 3-7 years of recent experience with Roadshows within a financial services company. This is a full-time, 6 month contract position. 

The Event Marketing Execution team is comprised of 3 product areas, Conferences, Roadshows and Client Events. The Roadshow Team is responsible for managing the logistics of transaction related (deal), investor relations (non-deal), and bespoke access roadshows and presentations. The team supports Corporate Client Solutions (CCS) and Institutional Client Solutions (ICS) with all Roadshow related projects.

Procedures and requirements of the job:
Attain knowledge of the diverse roadshow products: IPOs, Secondary Offerings and Non-deal/Investor Relations Roadshows for the domestic and international markets.
Work seamlessly within the Americas and Global Roadshow Team according to global procedures.
Be aware of, and comply with, global roadshow compliance policies and procedure.
Be prepared to brief the Roadshow Team at any time on the details of current roadshows.
Be aware of other team members’ projects in the event project allocation has to switch or temporary cover is required.
Ensure that correct authorization and compliance clearance is received before starting work on any new roadshow.
Establish a feasible roadshow plan with the originator; ensure roadshow dates and presentations do not conflict with US and global national holidays, major conferences or sector-similar company roadshows.
Prepare an estimate of costs and/or budget for an upcoming or potential roadshow when required.
Create a roadshow schedule in EventPortal for all roadshows.
Select and secure venues for group presentations, arrange catering, and monitor attendance list to ensure space accommodates expected clients.
Initiate and maintain contact with the corporate client to co-ordinate all logistics required on the roadshow.
Ensure the on-site travel agent arranges and confirms all required logistical details: hotels, flights, private jet.
Ensure all ground transportation is arranged for the roadshow using the preferred suppliers.
Act as liaison with the sales teams and Access/IRAG/GCM on the level of response for meetings and any changes to the schedule.
Coordinate the distribution of presentation material/prospectuses when necessary and confirm receipt at destination.
Prepare name tags for group meetings held offsite.
Attend New York group presentations and maintain an accurate account of attendees
Provide attendance reports from all group presentations.
Close out each roadshow by finalizing all schedules and attendee lists. Ensure final schedule is distributed to local coordinators, where necessary.
Create financial report (final costing) in EventPortal for all roadshows. Roadshow expenses should be accurately recorded and finalized within 4-6 weeks of the end of a roadshow. Each roadshow specialist is responsible for reviewing all invoices for accuracy before submitting for payment.
Exercise cost control on all roadshow costs. Wherever possible, negotiate best possible price with suppliers eg. Group venues, hotels.
Maintain relationship with selected/assigned business areas and be prepared to update the roadshow team on current trends in the business and roadshow feedback.
Maintain working documentation and templates for the roadshow team as assigned, and update the team of any changes.
Participate in team and departmental meetings on a regular basis.


The candidate must possess the following qualities:

MUST - 3+ years of roadshow specialist experience, working on domestic and/or international deal and non-deal roadshows​​

MUST - Financial services industry experience


A high level of attention to detail
Personable, mature and a team player
Highly proactive - works on their own initiative
Able to work well under pressure
Able to prioritize; identify problems and seek solutions promptly
Excellent organizational and communication skills
Enthusiastic person with a high level of professionalism and confidentiality

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