Leading Private Bank Based in the West End are looking for Roadshow Administrator. This role is Ideal for a 2nd Jobber who is looking for Career progression.
DUTIES
Roadshows/Corporate Access
- Liaise with Corporates, Analysts & Sales re: roadshow logistics
- Arrange flights, accommodation, airport/ground transportation for visiting Corporates and Analysts
- Create and update roadshow campaigns on internal CRM system
- Generate, distribute & roadshow schedules on internal CRM system and Microsoft Word
- Update final and hard & soft copy PDF roadshow schedules/Campaigns
- Prepare hard copy roadshow overview for the sales team
- Courier schedules/research material in welcome packs to Analysts & Corporates
- Prepare investor profiles (via Dealogic) for corporates on Non-Deal Roadshows
- Prepare (print & bind) meeting presentation material for Analysts & Corporates
- Log meeting declines and maintain whiteboards in main office
- Update annual roadshow tallies
- Arrange client entertainment - e.g. lunches, dinners
- Assist to prepare visa invitation letters (UK & Schengen)
- Assist to collate and edit corporate roadshow feedback
- Log all interactions on client aggregator systems after searching for events on schedules/ internal CRM system
- Collate roadshow meeting data and pricing structures in preparation for invoicing
- Assist with the quarterly invoicing of clients (requesting invoices from Singapore office and sending out to clients, dealing with any resulting queries)
- Assist with continuous tracking of changes to MiFID sign ups, agreements and pricing structures
- Assist with continuous monitoring of research permissions given to clients
- Log, manage and file hard copy IPO research distribution
Administration
- Frank & post mail (Inc Recorded/ special delivery mail)/ Sort & distribute daily post
- Inform the main reception about visitors
- Book the boardroom for meetings
- Process the team expenses - foreign & sterling (corporate credit card/cash) & send to Accountants. File hard copies
- Provide refreshments to visitors
Social Stream