Roadshow Coordinator

What You Would Get To Do

The Roadshow Coordinator I supports the planning and execution of high-profile roadshows by partnering with Corporates, Institutional Equity Sales, Investment Banking, Capital Markets, and Corporate Access teams. This role focuses on complex non-deal roadshows, with exposure to deal activity based on account needs. The Coordinator I is expected to manage detailed logistics, maintain accurate communication across stakeholders, and deliver consistently high execution while continuing to build experience in complex, fast-paced financial roadshow environments.

Your Contributions

Work closely with Corporates, Institutional Equity Sales, Investment Banking and Capital Markets and/or Corporate Access to design and execute roadshows
Build strong relationships with Corporate management teams as well as with other internal constituents
Complex calendar management and meeting coordination for investors, clients and internal teams
Complex logistic coordination for in-person roadshows, including, but not limited to hotels, ground transportation, private air, commercial air
Complex logistics coordination for virtual/hybrid roadshows, including, but not limited to Zoom, conference calls, large group virtual meetings
Maintain and communicate logistics and travel schedules and agendas with Corporate contacts, sales people and other participants for multiple events at the same time
Reconcile all roadshow expenses
Source, vet and contract venues for events with client input
Negotiate with vendors for cost effectiveness as appropriate; commercial focus to the bottom line
Identify new venues and vendors to differentiate roadshows and provide new experiences to clients
Arrange conference calls and webcasts and coordinate ad hoc technology requests
Provide real-time support for participants, even if after hours leading into an event
Create and send logistical information and coordinate other materials for events as needed
Must be able to balance a client’s demands and prioritize work based on a high volume book of work
Able to work independently with specialists and clients with little guidance
Back up coverage for colleagues as needed within the team
Excellent working relationship with managers, clients and peers alike
Act as an ambassador for the FIRST brand, leading by example and displaying the company’s core values (Ambition, Creativity, Excellence, Integrity, Teamwork)

What We Are Looking For

Please be aware that we know experience does not always look like we describe it. If you believe you would be an excellent fit for this role, please apply - we would love to see how you could fit at FIRST

2-4+ years’ experience working on complex Roadshows in the Financial industry
Strong working knowledge of the Microsoft Office, specifically Excel
Highly organized – ability to handle multiple tasks to meet strict deadlines
Excellent time management and multi-tasking skills
Ability to effectively and extensively interact with all levels of senior ranking officers
Adaptability to situations and ever changing demands
Accessible and responsive at all times; tasks and requests by client often happen outside of normal business hours - must be available to respond accordingly in accordance with SLAs
A calm and flexible approach to handling pressure and stress.
Professional, responsive and polite in extremely difficult circumstances
Resourceful, ambitious and proactive
Creative problem solver and team player