Key Areas of Responsibilities
Corporate Relationship Ownership & Origination
- Serve as the primary relationship owner for a portfolio of corporates (C-level / Investor Relations teams), understanding their capital markets agenda, and investor targeting priorities.
- Originate new corporate relationships (prospecting, outreach, pitching) to bring on new corporates onto the firm's access platform.
- Act as the liaison for investor meetings between corporate management and institutional investors.
Sales, Research, and Conference Marketing
- Design and coordinate non-deal roadshows, reverse roadshows, site visits, thematic trips, sector tours, investor days, and conference access.
- To assist with the event setups/management – venue origination and set-up, vendor engagement, cost management.
Database management
- To maintain an up-to-date corporate database as well as events schedule, including maintaining a Master List of all CLSA Philippines events and regional events involving Philippines clients and corporates.
Client & Corporate Requests
- To assist with all client meeting requests. This applies to 1x1 with corporates, specialist speakers, government bodies etc.
- To assist with client RFIs for all corporate access related requests.
Others
- Travel management - coordinating domestic and international travel for front office staff, including flight, hotel and car rental reservations.
- Travel – the successful candidate would also be required to travel for CLSA conferences across APAC when required
- To be the key liaison for all corporates and speakers needs at CLSA engagements
Requirements
- Bachelor's Degree or above in an Accounting / Commerce / Finance / Marketing discipline
- Minimum 5 years of relevant and stable experience working within a similar role at another Investment Bank or financial industry preferred, and/or relevant experience as an Investor Relations Co-ordinator, Research Assistant, Sales Assistant, or Corporate Marketing will be highly regarded
- Sales marketing, event coordinator, corporate communications in other industries/sectors are welcome to apply
- Good command of written and spoken English
- Excellent interpersonal sensitivity. Excellent communication skills to both internal and external clients
- Confident in dealing with clients and senior management
- High attention to detail is essential
- Have strong organizational skills, self-motivated and proactive
- Ability to work under pressure and sometime outside of regular work hours in busy periods
- Proficiency in Microsoft Office applications
