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Capital Group · 1 month ago

Roadshow and Conference Event Planner

New York

Full-time

Onsite

Mid Level

$96K/yr - $153K/yr

3+ years exp

Capital Group is a leading investment management firm, and they are seeking a Roadshow and Conference Event Planner to oversee the planning and execution of investment research trips and conferences. The role involves collaborating with the Corporate Access team to ensure successful meetings between investment groups and external stakeholders, requiring strong organizational skills and attention to detail.

Financial Services

Comp. & Benefits

Responsibilities

You will be responsible for the overall success of a range of investment research trips, Capital Group hosted conferences, industry expert events, and partnered broker conferences

You will drive the planning process by working closely with the Corporate Access team to strategically execute company meetings between our investment group and external company leadership and/or industry experts

You are well versed in navigating a high degree of complexity with stakeholders at all levels

You've built a career planning and executing seamless events and know the level of attention to detail this role demands

You are a master at creating backup plans and alternative options when unforeseen circumstances arise

You're highly professional, resourceful, composed, and empathetic

You enjoy working in a fast-paced team environment where critical thinking, excellent problem-solving skills, and intellectual curiosity are essential for success

Qualification

Event planningInvestor relationsCapital markets knowledgeCVENTProject managementCommunication skillsProblem-solvingTeam collaborationAttention to detail

Required

3+ years of experience in corporate access execution or investor relations, preferably with expertise in organizing corporate events within an investment firm, financial services or healthcare sector

A self-starter who applies a high degree of ownership, focus and attention managing multiple priorities and competing deadlines

Exceptional communication skills, can adjust content and style to meet the needs of diverse stakeholders and can analyze multiple and diverse sources of information to drive results

A deep understanding of capital markets and sector drivers, strategically using the information to prioritize business needs for the client

Ability to build great relationships with investor relations teams, corporate access and investment managers to secure and structure value-add meetings for investment teams

A progressive thinker who moves beyond the traditional ways of doing things with a passion for streamlining processes and executing project plans individually as well as collaboratively

Readily learns and adopts new technologies (CVENT, Teams, Zoom, CorpAxe, Capital Connect software for research etc.)

An event strategist who can manage a program from concept to execution in all aspects of event production including venue/platform selection, audio/visual technology, live experiential events, food and beverage, room configurations, transportation, accommodations, honorariums and amenities

Ability to manage a strict budget by negotiating contracts, reviewing invoices and verifying services or goods provided for payment; then processing reconciliations and reimbursements

Benefits

Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options

Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

Access on-demand professional development resources that allow you to hone existing skills and learn new ones

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.