Roadshow Coordinator - Deal Team

Barclays; Greater London; On-site; GBP 42,000 - 62,000; Part time

Job summary

Barclays in London is seeking a Roadshow Coordinator to support the planning and delivery of deal roadshows and investor engagement activity across EMEA. You will coordinate roadshows, investor calls, webinars and 1:1 meetings, working with Investment Banking, ECM and DCM Syndicate, Sales and corporate management.

Reporting to the Head of Deal Roadshows EMEA, you will manage multiple events, travel, venues and budgets while ensuring risk, controls and confidentiality are maintained.

Qualifications

• Seasoned roadshow coordinator within financial services.
• Experience scheduling 1:1 investor meetings, including within a FICC conference environment.
• Strong organisational skills with the ability to coordinate multiple activities and deadlines.
• Effective communication and stakeholder management across internal and external groups.
• Ability to work accurately, adapt to changing priorities and take ownership of delivery.

Responsibilities

• Coordinate end-to-end delivery of EMEA Deal Roadshows, Company Marketing Roadshows, Global Investor Calls, webinars and conference 1:1 meetings.
• Manage schedules, travel, venues, meeting logistics and stakeholder communications.
• Work with Investment Banking, ECM and DCM Syndicate, Sales, corporate management, investors and external providers throughout the roadshow process.
• Coordinate multiple roadshows, including in-person, virtual and hybrid activity, adapting arrangements when requirements change.
• Manage budgets, invoices and post-event reconciliation.
• Maintain appropriate confidentiality, risk and control standards across roadshow activity.

Skills

Roadshow coordination

Investor scheduling

Event logistics

Stakeholder management

Budget management

Risk & controls

Tools

CRM systems

BTS Roadshow System

Microsoft Office

Virtual meeting platforms

Job description

Join us at Barclays as a Roadshow Coordinator within the EMEA Deal Roadshow Team in London, supporting the planning and delivery of deal roadshows and investor engagement activity across EMEA.

You will coordinate Deal Roadshows, Company Marketing Roadshows, Global Investor Calls, webinars and conference 1:1 meetings. Working with Investment Banking, ECM and DCM Syndicate, Sales, corporate management, investors and external providers, you will help ensure activity is well organised and delivered effectively.

Reporting to the Head of Deal Roadshows EMEA, you will manage multiple roadshow activities while maintaining appropriate standards of client service, risk and control.

Key accountabilities

• Coordinate the end-to-end delivery of EMEA Deal Roadshows, Company Marketing Roadshows, Global Investor Calls, webinars and conference 1:1 meetings.
• Manage schedules, travel, venues, meeting logistics and stakeholder communications.
• Work with Investment Banking, ECM and DCM Syndicate, Sales, corporate management, investors and external providers throughout the roadshow process.
• Coordinate multiple roadshows, including in-person, virtual and hybrid activity, adapting arrangements when requirements change.
• Manage budgets, invoices and post-event reconciliation.
• Maintain appropriate confidentiality, risk and control standards across roadshow activity.

To be successful as a Roadshow Coordinator, you should have the following essential skills:

• A seasoned roadshow coordinator within financial services, to include experience supporting Company Marketing Roadshows, Global Investor Calls and/or webinars.
• Experience managing 1:1 investor meeting scheduling,including within a FICC conference environment.
• Strong organisational skills, with the ability to coordinate multiple activities and deadlines.
• Effective communication and stakeholder management skills across internal and external stakeholders.
• Ability to work accurately, manage changing priorities and take ownership of delivery.

Some other highly valued skills may include:

• Experience supporting ECM, DCM, Investment Banking or related capital markets activity.
• Knowledge of deal roadshows, capital markets transactions or financial services operations.
• Experience coordinating travel, venues and logistics across EMEA.
• Familiarity with CRM systems, Roadshow Systems such as BTS, Microsoft Office and virtual meeting platforms.
• Additional European language skills.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job‑specific technical skills.

This role is a job share based on working Wednesday/Thursday/Friday.

This role is based in London.

• # LI-Hybrid

Purpose of the role

To plan, execute, manage and oversee a wide range of events and/ or hospitality initiatives, collaborating with internal stakeholders to understand business objectives and external vendors to develop creative and impactful event or hospitality experiences

Accountabilities

• Development, planning and strategic oversight of events of any format, including conferences, seminars, product launches, client appreciation events, external partnership events, sponsored conference programmes, internal engagement events client entertaining through hospitality & ticket only and other marketing initiatives.
• End to end management all aspects of event logistics, including format proposal, all venue and vendor selection and management, production management, content development, delegate, host and speaker management and on site co‑ordination of these, as needed.
• Management of the hospitality programme, through Barclays‑owned sponsorship assets, contracted memberships and adhoc brokering for clients and internal stakeholders, where applicable.
• Understanding of and adherence to all applicable internal controls throughout the planning process as well as identifying and mitigating potential areas of risk.
• Post event or hospitality assessments to analyse the success of each initiative and identify areas for improvement.
• Expert advisor and partner to stakeholders and hosts to ensure event delivery meets their aims and objectives, in certain cases.
• Build and maintenance of industry relationships with suppliers and industry experts to stay at the forefront of event & hospitality trends, technology advances, new openings and best practices, where applicable.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.