Roadshow Marketing Coordinator - Associate

Jefferies; New York (NY); On-site; USD 125,000 - 135,000; Full time

Job summary

Jefferies is seeking a detail oriented and proactive associate level Roadshow Marketing Coordinator to drive local event logistics for corporate access programs in New York.

You will coordinate logistics for roadshows, conferences and field trips, collaborate with Research, Sales, Banking and Origination teams, manage timelines and budgets, and support analyst marketing efforts with precision and professionalism.

Qualifications

• 3+ years of experience in corporate access, roadshow management, sales support or related roles.
• Strong organizational skills and attention to detail with ability to manage multiple projects and stakeholders.
• Able to work in a fast-paced environment and navigate ambiguity.
• Excellent time management and ability to work independently or with a team.
• Proficiency with MS Office and event management tools.

Responsibilities

• Collaborate with Research, Sales, Banking and Origination to determine support needs for all corporate access event types.
• Originating and executing analyst marketing events in partnership with research and sales.
• Assist with conference and summit allocations, changes and onsite support at events.
• Assess budget needs, secure approvals and track spend.
• Develop and maintain event timelines, budgets and schedules, ensuring deadlines and expenses are managed.
• Complete compliance reviews, manage event site build-out, create and disseminate marketing materials, and manage offers.
• Coordinate logistics for meetings including facilities, venue reservations, catering, transportation, tech needs and security registration.
• Organize creation of event materials, including printing and schedule distribution.
• Manage onsite logistics: setup, registration, attendee management and post-event reconciliation.
• Provide administrative support including travel arrangements, expense processing and event record maintenance.

Skills

Organizational skills

Time management

Communication skills

Attention to detail

Stakeholder mgmt

Multi-project coordination

Independent worker

Tools

MS Office suite

Event management tools

Job description

We are seeking a detail oriented and proactive professional for an associate level Roadshow Marketing Coordinator role on the Corporate Access team in NY. This individual would be responsible for executing all aspects of local event logistics across non-deal roadshows, reverse roadshows, field trips, and conferences/summits and handling all analyst marketing for the firm.

Key Responsibilities:

• Collaborate with Research, Sales, Banking and Origination partners to determine support needs for all corporate access event types and ensure all activities align with broader firm objectives.
• Work with research and sales on originating and executing all analyst marketing events.
• Assist with conference and summit allocations and changes and onsite support at events.
• Assess budget needs, secure and record appropriate approval, and track and record spend.
• Develop and maintain detailed event timelines, budgets, and schedules ensuring all deadlines are met and expenses are managed efficiently.
• Complete compliance reviews, manage event site build out, create and disseminate event marketing materials, manage request aggregation and meeting offers.
• Coordinate logistics for group and 1x1 meetings including but not limited to facility and venue reservations, catering organization, ground transportation, tech needs, security registration etc.
• Organize the creation of event materials, including presentation printing and schedule distribution.
• Manage onsite event logistics as needed, including setup, registration, attendee management and post event reconciliation.
• Provide administrative support including travel arrangement recommendations, processing expenses, and maintaining event records.

Qualifications:

• 3+ years of experience in corporate access, roadshow management, sales assistant or related roles.
• Strong organizational skills and attention to detail, with the ability to manage multiple projects and stakeholders simultaneously while meeting tight deadlines.
• Comfortable with ad-hoc demands, able to function in a fast-paced environment, and be able to adeptly navigate ambiguity.
• Excellent time management skills and the ability to work independently with minimal supervision as well as collaboratively within a team environment.
• Strong organizational skills with the ability to multi-task, attention to detail and problem-solving skills
• Excellent communication and interpersonal skills, with the ability to build relationships with clients and internal stakeholders.
• Proficiency in MS Office suite and event management tools

New York, NY Full Time Base Salary Range of $125,000-135,000.

About Us

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.