Corporate Access Specialist

Ultimate Staffing; California; On-site; USD 145,000 - 162,000; Full time

Job summary

Ultimate Staffing seeks a seasoned Corporate Access professional to partner with investment teams across North America, Europe, and Asia. You will cultivate relationships with corporate management, Investor Relations, and external partners to source and coordinate high-level access opportunities.

Ideal candidates have 5–8+ years in Corporate Access or related fields, strong communication, and proficiency with industry platforms.

Qualifications

• 5–8+ years in Corporate Access, IR, equity research or related roles.
• Experience with public company management teams and IR professionals preferred.
• Strong grasp of capital markets and investment research.
• Industrials/small cap sector knowledge is a plus.

Responsibilities

• Develop and strengthen strategic relationships with corporate and investor stakeholders.
• Originate and execute corporate access opportunities (meetings, events, site visits).
• Collaborate with global teams to deliver a coordinated investor experience.
• Maintain accurate records of corporate access activity and outcomes.

Skills

Relationship management

Executive presence

Stakeholder engagement

Communication

Education

Bachelor's degree

CFA

MBA

Tools

Microsoft Office

CorpAxe

CapIQ

Bloomberg

FactSet

Job description

Pay Range - $70 to $78/hour

About the Role

Our Client's Global Corporate Access team serves as a strategic partner to investment professionals by facilitating meaningful engagement with corporate management teams, Investor Relations professionals, industry experts, and other key market participants. Working closely with colleagues across North America, Europe, and Asia, the team helps deliver differentiated insights and access opportunities that support the investment process.

We are seeking a confident, relationship-oriented professional with direct experience in Corporate Access, Investor Relations, sell-side research, institutional sales, investment banking, or a related investment-industry role. The successful candidate will be a self-starter who thrives in a fast-paced environment, builds credibility quickly with internal and external stakeholders, and proactively identifies opportunities that add value to the investment process.

This individual must be comfortable representing our client with professionalism and confidence while engaging with senior executives, Investor Relations professionals, and investment professionals across the firm's global platform.

Key Responsibilities

Develop and Strengthen Strategic Relationships

• Build and maintain strong relationships with corporate management teams, Investor Relations professionals, sell-side partners, industry experts, and third-party providers.
• Serve as a trusted representative of the company when engaging with CEOs, CFOs, Investor Relations teams, and other senior leaders.
• Proactively identify and cultivate new relationship opportunities that align with investment team priorities.
• Educate external stakeholders on the company's long-term investment philosophy and research process to strengthen awareness, trust, and engagement.

Partner with Investment Professionals

• Develop a deep understanding of analyst and portfolio manager research priorities, investment philosophies, and sector interests.
• Act as a strategic partner to investment professionals by identifying and originating high-impact meetings, events, and research opportunities.
• Anticipate investment team needs and proactively deliver relevant access opportunities that support investment decision-making.
• Facilitate relationship-building opportunities for newly assigned analysts by leveraging insights into company preferences and stakeholder dynamics.

Originate and Execute Corporate Access Opportunities

• Independently source, organize, and manage corporate access engagements, including management meetings, conferences, site visits, field trips, expert engagements, and conference calls.
• Research companies, management teams, industries, and market developments to identify differentiated access opportunities.
• Navigate complex scheduling and relationship challenges while maintaining a high level of responsiveness, professionalism, and attention to detail.
• Partner with meeting planners and internal stakeholders to ensure seamless execution of events and engagements when logistical support is required.

Collaborate Across a Global Organization

• Work closely with colleagues across the Global Corporate Access team in North America, Europe, and Asia to deliver a coordinated experience for investment professionals.
• Partner with teams across the organization, including Compliance, Meetings & Events, Research Data Services, Technology, and Sales.
• Maintain accurate records and reporting related to corporate access activity and utilization within CorpAxe.
• Contribute to team initiatives, process improvements, and broader efforts to enhance the Corporate Access program globally.

Qualifications

Required Experience

• 5-8+ years of direct experience in Corporate Access, Investor Relations, institutional sales, equity research, investment banking, or another client-facing role within financial services.
• Direct experience working with public company management teams and Investor Relations professionals strongly preferred.
• Strong understanding of capital markets, public companies, and the investment research process.
• Knowledge or experience within Industrials, small cap or related sectors is a plus.

Professional Attributes

• Demonstrated ability to work independently, exercise sound judgment, and operate effectively with limited oversight.
• Proven track record of building trusted relationships with senior executives, Investor Relations teams, and investment professionals.
• High degree of professional maturity, executive presence, and confidence interacting with C-suite executives and senior stakeholders.
• Strong commercial curiosity and desire to continually learn about companies, industries, and market dynamics.
• Exceptional organizational skills with the ability to manage multiple priorities simultaneously in a fast-paced environment.
• Strong attention to detail without losing sight of broader business objectives.
• Resourceful problem solver who takes initiative and drives outcomes.
• Collaborative team player who enjoys working across functions and global teams.

Communication & Technical Skills

• Exceptional interpersonal, written, and verbal communication skills.
• Ability to influence and communicate effectively with stakeholders at all levels of an organization.
• Experience handling confidential and sensitive information with discretion and integrity.
• Proficiency in Microsoft Office Suite required.
• Experience with CorpAxe, CapIQ, Bloomberg, FactSet, or similar industry platforms preferred.
• Familiarity with AI and productivity tools is a plus.

Education

• Bachelor's degree required.
• CFA, CFA Foundations, Investor Relations Certificate, MBA, or other relevant certifications are a plus.

What Success Looks Like

Within this role, you will:

• Build credible and lasting relationships with investment professionals and external stakeholders.
• Independently originate differentiated access opportunities that meaningfully support the investment process.
• Effectively represent the company with confidence and professionalism.
• Demonstrate ownership, initiative, and sound judgment in managing competing priorities.
• Contribute as a trusted partner within the Americas Corporate Access team and broader global organization.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.