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.


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


  • 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