Redburn, Corporate Access Analyst, NY jobs in United States
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Rothschild & Co · 19 hours ago

Redburn, Corporate Access Analyst, NY

Rothschild & Co is a leading global financial services group with a rich history and a commitment to providing a distinct perspective to clients. They are seeking a Corporate Access Analyst to assist the Corporate Access team in day-to-day operations, including organizing corporate roadshows and liaising with clients and investors.

AdviceConsultingFinancial ServicesWealth Management
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Comp. & Benefits

Responsibilities

Assist the Corporate Access team in their day to day operations
Work in tandem with the Access and sales teams to assist in organizing exemplary corporate roadshows, reverse roadshows, conferences and sales briefings with RA Corporate clients and investor clients
Attend and transcribe occasional sales briefings with both covered and non-covered companies, such as IA leads, focusing on development for Pitch Invitations
Assist in creation of pitch decks for corporate targeting discussions including pulling shareholder registers and arranging analysis in PowerPoint
Collect feedback from investors to work on process/efficiency improvements
Organize ‘post-mortem’ conference calls with companies to discuss improvements and solutions to outstanding issues for future events
Coordinate on deal roadshows including liaising with Equity Capital Markets, Redburn Management, Equity Sales & Analysts, and other brokers involved in the transactions
Maintain and update Access/Client related roadshow data in our CRM Systems (Tier 1), Corpaxe and Internal Confirmed events diary
Create formal “blue” invitations for corporate roadshow group meetings and conferences using internal software
Occasional travel will be needed during NDRs to support with recording comprehensive meeting notes
Organize corporate roadshow lunches (including making reservations, sourcing and booking private rooms and table reservations for roadshows, ordering food for corporate meetings, conference food service, etc.)
Various Administrative tasks included in the Access process (sending invites for events, maintaining confirmed corporate events diary, creating roadshow schedule documents, solicit and collect investor feedback following roadshows, arrange and book cars hotels, etc. for corporate roadshows)
Additional duties as assigned

Qualification

Financial Industry experienceMicrosoft software proficiencyPowerPointCRM SystemsCommunication skillsProblem-solving skillsTeamworkAttention to detail

Required

BS or BA mandatory; finance/economics concentration preferred
1-2 years' Financial Industry experience, ideally with a focus or exposure to Financial Market
Confident using Microsoft software packages including Outlook, Excel, and Word experience
High level of attention to detail
Confident, outgoing, and enthusiastic personality
Excellent interpersonal and communication skills both written and oral
Ability to liaise with clients in a clear and professional manner
Ability to work well under pressure in a fast-paced environment
Strong problem-solving and decision-making skills
Extremely detail orientated, numerate, reliable, and conscientious
Ability to work independently and as part of a team

Preferred

Experience in a similar role supporting Front Office Trading & Sales beneficial

Benefits

Rothschild & Co employee benefits package
Discretionary bonus

Company

Rothschild & Co

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Rothschild & Co is a financial consultancy firm that offers wealth management, investment planning, and debt advisory services.

Funding

Current Stage
Late Stage

Leadership Team

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Adam Reeder
Global Partner - Head of Industrials (N. America), Global Co-Head of Building Products & Materials
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Andrew Heinrich
Private Equity Associate, Five Arrows Capital Partners
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Company data provided by crunchbase