Executive Assistant / Roadshow Coordinator

Cantor Fitzgerald

New York (NY)

On-site

USD 120,000 - 180,000

Full time

14 days+

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Benefits offered by this job

Competitive benefits package

Discretionary bonuses

Short- and long-term incentives

Job summary

A leading global financial services firm in New York is seeking an experienced Executive Assistant/Roadshow Coordinator to provide high-level support to a Senior Managing Director. This hybrid role requires managing executive responsibilities and coordinating investor roadshows, necessitating 10+ years of experience in a fast-paced environment and a strong background in investment banking. The ideal candidate is highly organized, professional, and capable of handling sensitive matters discreetly.

Qualifications

10+ years of experience as an Executive Assistant / Roadshow Coordinator is required.
Must have investment banking experience.
Capable of managing professional and personal matters with discretion.

Responsibilities

Act as the first point of contact for the Group Head.
Manage calendars and book complex travel logistics.
Oversee execution of special projects on behalf of the Group Head.

Skills

Organizational skills

Proactive attitude

Professionalism

Emotional intelligence

Problem-solving under pressure

Zoom proficiency

Microsoft Office proficiency

Logistical coordination

Education

Bachelor’s Degree

Tools

Oracle

CRM or scheduling tools

Excel

Word

CRM

Job description

Executive Assistant / Roadshow Coordinator

Job Title: Executive Assistant / Roadshow Coordinator

Location: Onsite New York, NY

Firm Overview

Cantor Fitzgerald L.P., with over 14,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed.

Responsibilities

Act as the first point of contact and primary liaison for the Group Head.

Manage calendars and schedules, aligning priorities and commitments.

Triage a high volume of requests from internal and external parties, ensuring time is utilized effectively and balanced against all priorities.

Book complex travel and logistics for both business and personal travel.

Manage both professional and limited personal tasks for the Group Head, including scheduling personal appointments and handling occasional errands as needed.

Submit expense reports for the Group Head and team members through Oracle.

Prepare meeting materials, manage follow-ups, and ensure smooth daily operations.

Oversee and drive the execution of special projects and initiatives (both professional and personal) on behalf of the Group Head, ensuring timely completion and cross-functional coordination.

Roadshow Coordination Duties

Plan and manage multiple concurrent investor roadshows (both virtual and in-person), including scheduling meetings across time zones, coordinating with external clients and internal bankers, and arranging technology, transportation, and accommodations.

Create detailed itineraries and ensure real-time communication throughout the duration of each roadshow.

Schedule and coordinate meetings between management teams and institutional investors, ensuring all logistics run seamlessly.

Create and distribute detailed itineraries and briefing materials.

Serve as the central point of contact throughout each roadshow.

Act as a point of contact during roadshows, troubleshooting any issues and adapting quickly to last-minute changes — potentially after hours.

Maintain and reconcile deal and roadshow expenses.

Build and maintain excellent working relationships with managers, clients, and peers.

Demonstrate a high degree of professionalism, discretion, and emotional intelligence.

Exhibit strong proficiency in Zoom (meetings and webinars), Microsoft Outlook, Excel, and Word; experience with CRM or scheduling tools is a plus.

Remain composed under pressure and effectively manage multiple priorities with tight deadlines.

Qualifications

10+ years of experience, highly organized, proactive, and professional Executive Assistant / Roadshow Coordinator to support a Senior Managing Director in the Investment Banking division and his broader team. This unique hybrid role combines high-level executive support with logistical coordination of investor roadshows.

The ideal candidate thrives in a fast-paced, high-performance environment and is capable of managing both professional and select personal matters with absolute discretion and poise.

Investment banking experience is a must.

Educational Qualifications

Bachelor’s Degree required

The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

Seniority level