Research Coordinator

Corbets Capital; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Corbet's Research Coordinator supports investment staff as the go-to person for corporate access and PM-Analyst teams. You will liaise with Broker Relations and Corporate Access to schedule meetings, manage calendars, and ensure compliance across the investment workflow.

This role requires meticulous attention to detail, cross-functional collaboration, and proficiency with Excel, Outlook, and PowerPoint to deliver best-in-class support for the firm's investment staff.

Qualifications

• Corporate Access knowledge.
• Analytical thinker with strong written and verbal communication.
• Intellectually curious and detail oriented.
• Proficient in MS Office applications: Excel, Outlook, PowerPoint.

Responsibilities

• Execute on all Corporate Access & Sell Side Meeting Arrangements.
• Schedule corporate access, sell side analyst meetings, and expert calls.
• Corporate Access Planning – develop strategy with investment teams and access team.
• Track upcoming non-deal roadshows, conferences, events, and earnings calls.
• Create and deliver regular corporate access reporting.
• Daily data entry and maintenance for internal database accuracy.
• Schedule management calls for PM teams using Corbet's systems.
• Request conference meetings; confirm schedules with Broker Relations.
• Work cross-functionally to deliver best-in-class support to investment teams.
• Provide day-to-day support for PM and analyst teams: manage calendar, travel, expenses, and ad hoc asks.
• Visa processing for work travel; accurate expense processing.
• Bespoke reporting and calendar updates for PM and Teams.
• Review Teams' calendars daily/weekly to prevent conflicts and prioritize meetings.
• Complete ad hoc requests for Broker Relations, including broker subscriptions and resourcing.
• Work with Compliance to ensure policy adherence and meeting approvals.

Skills

Corporate Access knowledge

Analytical Thinker

Intellectually Curious

Strong written and verbal comms

Tools

Excel

Outlook

PowerPoint

Job description

A Corbet's Research Coordinator is to provide ongoing support to the Corbet's investment staff. He/She will function as the integral, go-to person in helping our investment teams navigate the firm. The employee will be an extension of the corporate access team primarily focusing on assisting with Portfolio Manager-Analyst team support. They will work with Corbet's Broker Relations/ Corporate Access in helping investment staff liaise with our sell side counterparts. This role requires high attention to detail. He/She will work collaboratively and effectively with all levels of management, staff, clients, and external partners.

In the role of Research Coordinator, the employee will be responsible for the following:

• Execute on all Corporate Access & Sell Side Meeting Arrangements:
• Schedule corporate access, sell side analyst meetings, and expert calls
• Corporate Access Planning – develop a strategy with your investment teams and corporate access team to maximize access opportunities
• Track and highlight all upcoming non-deal roadshows, conference meetings, events, analyst days, and earnings calls
• Create and deliver regular corporate access reporting
• Daily data entry and maintenance to keep internal database accurate
• Schedule management calls for PM teams utilizing Corbet's systems to invite all relevant parties
• Request conference meetings; confirm schedules with Broker Relations team
• Work cross functionally across the firm to deliver best in class support to your investment teams
• Provide day-to-day support for PM and analyst teams: manage calendar, travel, expenses, and any miscellaneous asks, including but not limited to:
• Visa processing for work travel
• Accurate and timely expense processing
• Bespoke reporting and calendar updates for PM and Teams
• Daily and weekly review of Teams’ calendars to ensure they are abreast of meetings for the day ahead; address any conflicts or prioritization that is needed
• Complete ad hoc requests for Broker Relations team, including broker subscriptions and resourcing
• Work with Compliance to ensure adherence to policy, meeting clearance, and obtain approvals, vetting of industry expert meetings, any non-C-level management events, private company meetings

In order to effectively represent the Company and communicate with clients, a Corbet's Research Coordinator should possess the following attributes:

• Corporate Access knowledge
• Analytical Thinker
• Intellectually Curious
• Strong written and verbal communication skills
• Microsoft Office Suite, specifically Excel, Outlook, PowerPoint