The corporate access coordinator is responsible for arranging corporate & expert access events for institutional investor & corporate client partners. In this role, you will work directly with research, sales, banking & events team to understand their needs, select venues, coordinate logistics, manage budgets and ensure the successful execution of J.P.Morgan events.  Experienced self-starter that can quickly begin to contribute and manage events independently.  Access events can include investor tours, conference meetings and non-deal roadshows. 

 

Job Responsibilities:

Collaborate with Corporate Meetings & Events teams to promote events, manage registration & client communications around investor meetings. Meet with JPMorgan event hosts/sponsors to understand their objectives, requirements, and budget. Research and select appropriate venues (in-house or external), negotiate contracts, and manage relationships with vendors. Develop and manage event budgets, ensuring cost-effectiveness and adherence to financial constraints and following required expense management procedures. Manage communications with corporate and investor clients to organize investor meetings. Manage all logistics associated with events: obtaining compliance approval, transportation, catering, audiovisual equipment, and other necessary services. Liaise with company management teams, research, and institutional sales to develop and execute corporate access events. Effectively market Corporate Access events internally to research sales and sales trading. Work closely with research sales and sales trading to monetize Corporate Access events. Conduct post-event evaluations to gather feedback and assess the success of the event, making recommendations for future improvements.
 Ensure all events follow J.P. Morgan legal, compliance and expense policies. On-site staffing of events to ensure seamless execution and manage client inquiries and requests.

 

Require qualifications, capabilities, and skills:

Experience in meeting management at an investment bank required.  Strong front office experience and knowledge across markets business preferred. Detail oriented and self-motivated. Excellent communication skills, both verbal and written, can engage and influence partners and stakeholders. Thrive in a fast-paced environment of real-time market pressures and easily remain focused on client needs. Microsoft Excel, PowerPoint and MS Word proficiency Demonstrate good judgment - decision-making is your strongpoint. Strong interpersonal skills - you listen and communicate in a direct, succinct manner. Experience with virtual and hybrid event planning.

 

Preferred qualifications, capabilities, and skills:

Experience with event management platforms such as BTS is ideal. Ability to travel as needed for site visits and event execution. Flexibility to work evenings and weekends as required by event calendar.