ROADSHOW COORDINATOR - CORPORATE ACCESS - NEW YORK at Kepler Cheuvreux | NY, US | Rezi

ROADSHOW COORDINATOR - CORPORATE ACCESS - NEW YORK at Kepler Cheuvreux

ROADSHOW COORDINATOR - CORPORATE ACCESS - NEW YORK

Kepler Cheuvreux · NY, US

3 weeks ago

ROADSHOW COORDINATOR - CORPORATE ACCESS - NEW YORK

Kepler Cheuvreux · NY, US

24 days ago
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About the Role

Kepler Cheuvreux is seeking a Roadshow Coordinator to organize virtual and physical events within the financial industry as part of a cross-border corporate access team. This role involves managing all aspects of event coordination, from drafting invitations and compiling investor targeting to ensuring flawless logistics and execution.

Responsibilities

  • Organize virtual and physical events in the financial industry.
  • Coordinate and execute virtual and physical Corporate Roadshows, Analyst Roadshows, Conferences, Fieldtrips, and Bespoke Meetings.
  • Master virtual events platforms and introduce new technologies.
  • Draft invitations, compile investors targeting, and coordinate itineraries and event schedules.
  • Manage communication to ensure timely updates for all stakeholders.
  • Prepare and maintain marketing collateral and presentation materials.
  • Ensure flawless logistics and execution on event days.
  • Host participants on-site for physical events.
  • Liaise with participants post-event to collect feedback.
  • Attend weekly sales meetings to brief the team on event bookings and priorities.
  • Provide general administrative support for local sales and analysts.
  • Perform occasional office management tasks.
  • Comply with all applicable legal, regulatory, and internal Compliance requirements.
  • Maintain appropriate knowledge for continued competence and complete mandatory training.

Requirements

  • Excellent organizational skills.
  • Strong sense of responsibility and accountability.
  • Excellent communication and relational skills.
  • Team spirit.
  • Good anticipation of possible blocking points and fast reaction time.
  • Ability to thrive in fast-paced environments with multiple projects and deadlines.
  • Service-oriented.
  • Ability to work flexible hours.
  • Ability to learn proprietary software quickly, especially the group CRM.
  • Good Powerpoint, Microsoft Office, and Outlook skills.
  • Knowledge of Zoom/Teams.
  • Must have a flexible and creative approach.

Skills

  • Event organization
  • Virtual event platforms
  • Communication
  • Investor targeting
  • Logistics management
  • Marketing collateral preparation
  • Administrative support
  • Office management
  • Compliance
  • Microsoft Office Suite
  • Powerpoint
  • Outlook
  • Zoom
  • Teams

Location

  • New York

Work Type

  • Full-time

Experience Level

  • Previously worked within a Financial Services organisation
  • Worked within a Corporate Access or Event Management Team

Education Level

  • FINRA licenses SIE, 7 & 63 (Desirable)
  • Web marketing experience (Desirable)

Salary/Compensations

  • Between USD 73,000 to 83,000 per year

About the Company

  • Kepler Cheuvreux is a leading independent European financial services company.
  • Specialises in Research, Execution, Fixed Income and Credit, Listed Derivatives, Structured Solutions, Corporate Finance, and Asset Management.
  • The Group employs around 650 people.
  • Present in 14 major financial centres in Europe, the US, and the Middle East.
  • 1st independent European equity broker.
  • 1st Equity Research coverage in Continental Europe.
  • 1st Country Broker and Research (Extel 2026).
  • “World’s Best Broker” (Euromoney Capital Markets Awards 2025).
  • +1,300 institutional clients.
  • EUR15bn of assets under management as of end-May 2026.

Equal Opportunity

  • Kepler Cheuvreux promotes equal opportunity. All applications will be given due consideration.