Redburn Atlantic, Junior Corporate Access Coordinator, NY

Rothschild & Co; New York (NY); On-site; USD 70,000 - 80,000; Full time

Job summary

An established industry player is on the lookout for a Corporate Access Coordinator in New York. This entry-level role offers a unique opportunity to support the Sales & Trading teams while gaining exposure to the financial markets. You will assist in organizing corporate roadshows, create pitch decks, and maintain client data in CRM systems. The ideal candidate will be detail-oriented, confident, and possess excellent communication skills. Join a dynamic team at a company committed to fostering a diverse and inclusive workplace, where your contributions will help shape the future of financial services.

Benefits

Discretionary bonus

Employee benefits package

Qualifications

• Entry-level position requiring a basic understanding of the financial industry.
• 1+ years of financial industry experience preferred.

Responsibilities

• Assist Corporate Access team with day-to-day operations and event organization.
• Maintain CRM systems and organize corporate roadshow logistics.

Skills

Attention to detail

Interpersonal skills

Communication skills

Problem-solving skills

Ability to work under pressure

Teamwork

Education

Bachelor's degree

Finance/Economics concentration

Tools

Microsoft Outlook

Microsoft Excel

Microsoft Word

Job description

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,200 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Overview of Role

Redburn Atlantic is seeking a Corporate Access Coordinator to join the Corporate Access team in our New York office. An essential function of the position is that the employee be on site in the NY Office to assist our Sales & Trading teams in person.

This is an entry level position and the ideal candidate will have basic understanding of the financial industry, ideally gained from some initial experience and exposure to Financial Markets. The eventual hire will be joining at an exciting time for the firm as we embark on an ambitious growth plan in the US Equity Market.

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
• 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
• Work closely with the Equity Capital Markets team and Redburn-related roadshows which are of a similar size (i.e., same audience needed)
• 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
• 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.)
• Assist Access team/IR coordinators in sourcing hotels and other travel arrangements related to corporate roadshows
• 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

Education and Qualifications

• BS or BA mandatory; finance/economics concentration preferred
• 1+ years’ Financial Industry experience, preferred but not compulsory, ideally with a focus or exposure to Financial Markets
• Confident using Microsoft software packages including Outlook, Excel, and Word

Experience, Skills and Competencies Required

• 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

Salary Information

Expected base salary rates for this role in our New York Office will be between $70,000 and $80,000 per year at the commencement of employment. However, salary offers are determined on an individualized basis and are based on a wide range of factors, including relevant skills, training, experience and education. Market and organizational factors are also considered. In addition to salary and our Rothschild & Co employee benefits package, successful candidates may be eligible to receive a discretionary bonus.

Rothschild & Co North America is an equal opportunity employer.

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