Corporate Event Planner

About Global ResearchB

Global ResearchB offers a broad spectrum of unique insights to guide clients towards optimal investment choices. Our research teams are consistently highly ranked and cover over 1,600 stocks across diverse industries and regions. By harnessing top-tier global macroeconomic expertise and integrating research across multiple asset classes, we deliver unparalleled market intelligence to our clients.

About Corporate Access

The Corporate Access team acts as a bridge between companies and investors, providing consultative services to facilitate meaningful interactions. This team collaborates closely with the Investor Relations departments of companies to strategize IR programs and works with investors to match their interests with company management meetings. Additionally, the team coordinates internal groups including research analysts, sales, and banking.

Overall Role Objective

• Assist the corporate access originator in orchestrating and executing a variety of events such as roadshows, field trips, and conferences, ensuring top-tier organizational quality and alignment with business goals.
• Collaborate with internal stakeholders to develop roadshow schedules and enable interactions among investors, research teams, and corporate management.
• Focus intensively on logistics and customer service, involving ongoing schedule updates and travel coordination.

Key Responsibilities

• Manage all logistical components of events including transportation booking, catering orders, and itinerary management.
• Handle budget reconciliation, invoice processing, and conduct post-event evaluation and analysis.
• Assist in conference planning activities such as logistics coordination, meeting room allocations, and speaker management.
• Occasionally attend events on-site as required.
• Oversee ad-hoc projects assigned to the team.

Decision Making and Problem Solving

This role demands balancing rapid response and delivery with precision. The candidate must provide timely and accurate answers to both client and internal queries.

Risk and Compliance

All duties must be executed in strict adherence to applicable regulations, enterprise risk management standards, and company policies.

Candidate Profile

• Experience in supporting events, conferences, and client-focused logistics preferred.
• Proven ability to juggle multiple projects efficiently within fast-paced settings without losing attention to detail.
• Composure under pressure with flexibility to adjust to changing priorities and last-minute requests.
• Strong communication skills with the confidence to engage professionally with senior executives, investors, and internal teams.
• Willingness to participate in on-site event execution which may involve occasional travel.

Qualifications

• Bachelor’s degree required.
• Minimum of four years’ professional experience, ideally within the finance sector.
• Proficiency in Microsoft Office suite.

Desired Skills

• Familiarity with corporate access business operations is advantageous.