CLSA Logo

CLSA

Corporate Access Manager, Sales

Reposted 12 Days Ago
Be an Early Applicant
In-Office
Mumbai, Maharashtra
Mid level
In-Office
Mumbai, Maharashtra
Mid level
The Corporate Access Manager will coordinate corporate access events, manage scheduling and logistics, facilitate communication between clients and investors, and support reporting and market research efforts.
The summary above was generated by AI

Position Description      

As a Corporate Access Coordinator, you will play a vital role in supporting the Corporate Access team in organizing and executing corporate access events, facilitating communication between corporate clients and institutional investors. Your primary responsibility will be to assist in the coordination of roadshows, investor conferences, and non-deal roadshows to enhance investor engagement and promote the company's image.

Key Areas of Responsibilities

  • Event Coordination: Assist in the planning, organization, and execution of corporate access events, including roadshows, investor conferences, and non-deal roadshows.

  • Scheduling and Logistics: Coordinate meeting schedules, travel arrangements, and logistics for corporate clients and institutional investors participating in events.

  • Communication Facilitation: Act as a point of contact for corporate clients and institutional investors, ensuring smooth communication and addressing any queries or concerns.

  • Data Management: Maintain accurate and up-to-date records of corporate access activities, including participant lists, meeting notes, and follow-up actions.

  • Collaboration: Work closely with internal teams, such as research analysts, sales teams, and investor relations, to ensure seamless coordination and maximize opportunities for corporate access.

  • Market Research: Assist in gathering market intelligence, investor sentiment, and industry trends to support the corporate access team in providing valuable insights to clients.

  • Reporting: Prepare reports and presentations summarizing the outcomes and feedback from corporate access events, highlighting key takeaways and recommendations.       

  

Requirements

  • Minimum of 4+ years of corporate access / events experience in Investment Banking industry.

  • Bachelor's degree in finance, business, or a related field.

  • Previous experience in a similar role within the financial sector or corporate access is preferred.

  • Strong organizational and time management skills to handle multiple tasks and meet deadlines.

  • Excellent communication and interpersonal skills to effectively engage with clients and investors.

  • Proficiency in using Microsoft Office Suite, including Excel, PowerPoint, and Outlook.

  • Excellent command of English language / fluent in both spoken and written.

  • Attention to detail and ability to maintain accurate records and documentation.

  • Knowledge of financial markets, investment products, and corporate governance is advantageous.

  • Ability to work independently and collaboratively within a team-oriented environment.

  • Flexibility to adapt to changing priorities and work under pressure.

Stay informed on CITIC CLSA Job Opportunities

Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.

Top Skills

Excel
Microsoft Office Suite
Outlook
PowerPoint

Similar Jobs

10 Hours Ago
Hybrid
Navi Mumbai, Thane, Maharashtra, IND
Junior
Junior
Enterprise Web • Fintech • Financial Services
The Product Consultant will support clients in the ESG domain, manage client relations globally, address inquiries, and ensure client satisfaction.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
10 Hours Ago
Hybrid
Navi Mumbai, Thane, Maharashtra, IND
Senior level
Senior level
Enterprise Web • Fintech • Financial Services
Design and develop scalable back-end services and APIs, manage CI/CD pipelines, mentor engineers, and lead initiatives for performance and efficiency across the revenue technology stack.
Top Skills: AWSDockerElk StackGCPGrafanaJavaJavaScriptKubernetesMarketoPrometheusPythonSalesforceSnowflakeWorkato
10 Hours Ago
Hybrid
Navi Mumbai, Thane, Maharashtra, IND
Senior level
Senior level
Enterprise Web • Fintech • Financial Services
Design and optimize data pipelines, manage cloud infrastructure on AWS, and oversee data quality. Collaborate with stakeholders to deliver data solutions and mentor junior data engineers.
Top Skills: AWSDatahubDbtInformaticaPower BIPythonSnowflakeSQL ServerTableau

What you need to know about the Mumbai Tech Scene

From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account