Global Sales - Equity Roadshow Specialist - Associate

Testing Site - JPMC; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Testing Site - JPMC in New York seeks a Roadshow Specialist to support US equity capital markets roadshows. You will target investor clients identified by Equity Capital Markets, invite and schedule meetings, and provide timely updates to clients and internal teams in a fast-paced setting.

Based in New York, you will collaborate with the Equity Capital Markets team and the Equity Roadshow Desk on both deal and non-deal marketing roadshows.

Qualifications

• Bachelor's degree required.
• 2–3 years of roadshow marketing experience preferred.
• Strong organizational and communication skills required.
• Ability to thrive in a fast-paced environment with confidential information.

Responsibilities

• Coordinate investor client targeting and participation in equity marketing roadshows for US deals and pre-deals; work with deal teams and clients.
• Determine prioritization of investors and meeting allocations to maximize impact.
• Draft event announcement emails for sales teams and investor clients.
• Review and communicate daily schedules with clients and internal groups; ensure timely updates and contingency planning.
• Maintain professional communication with stakeholders via phone and email; escalate issues with urgency and clarity.
• Identify risks or conflicts in schedules/logistics and apply sound judgment to resolve them.
• Leverage technology and best practices to improve workflow efficiency and client experience across engagements.

Skills

MS Office

Communication skills

Time management

Confidential handling

Education

Bachelor's degree

Job description

When an equity story meets the market, every interaction matters. As a Roadshow Specialist, you will play a key role in high-profile equity capital markets marketing, ensuring the most desirable investor clients are targeted during the roadshow. Your proactive mindset, professionalism, and precision will help deliver best-in-class execution for internal stakeholders and external clients in a dynamic, fast-paced environment.

Job summary

Based in New York, the Roadshow Specialist supports both the Equity Capital Markets team and the Equity Roadshow Desk for primarily US equity deal and non-deal marketing roadshows. You will ensure that investor clients identified by Equity Capital Markets are targeted, invited, and scheduled during the roadshow, while delivering timely updates to clients and internal teams. The role requires exceptional attention to detail, strong communication, sound judgment in confidential situations, and the ability to thrive amid shifting priorities while maintaining a client-first mindset.

Job responsibilities

• Coordinate investor client targeting and participation in equity marketing roadshows for primarily US equity deals and “pre-deals”, partnering closely with deal teams and clients.
• Understand investor prioritization to allocate meetings most impactfully; confirm which investors receive which meeting slots.
• Compose event announcement emails to be sent to sales teams and investor clients.
• Review daily schedule updates sent to clients and internal groups to ensure changes, confirmations, and contingencies are clearly documented; communicate schedules directly with corporate management and investors as needed.
• Communicate professionally with internal and external stakeholders via phone and email; elevate issues with urgency and clarity.
• Apply sound judgment in confidential situations; proactively identify and resolve risks or conflicts in schedules and logistics.
• Leverage technology and best practices to improve workflow efficiency and client experience across engagements.

Required qualifications, capabilities, and skills

• Proficiency in Microsoft Office, including Excel and PowerPoint.
• Outstanding organizational and communication skills; responsive, reliable, and client-service oriented.
• Demonstrated tact and good judgment in confidential situations; proven experience interacting with clients.
• Ability to thrive in a fast-paced environment; strong time management, multi-tasking, and prioritization skills; team player.
• Creative problem-solving abilities, with strong ability to leverage technology and best practices.
• Ability to adapt procedures, processes, and techniques to support full roadshow execution.
• Bachelor’s degree required.

Preferred qualifications, capabilities, and skills

• 2–3 years of experience in roadshow marketing and/or corporate access.
• Experience with executive or client-facing events with complex logistics.
• Familiarity with financial services environments and high-profile client expectations.