VP/Senior Associate, Corporate Access

How does the role impact the organization?

The VP/Senior Associate, Corporate Access will work closely with the Institutional Sales, Trading & Research team in a fast-paced environment in our downtown Toronto office. The eligible candidate will be responsible for facilitating and coordinating access between corporate clients and institutional investors through exceptional logistics on all deal or non-deal roadshows, analyst marketing events, bespoke trips and conferences and other events. The eligible candidate will also be responsible with efficiently providing administrative & analytical support to the Equities group within the Equity Capital Markets department at Raymond James.

Drawing on previous experience in a client-facing capacity, the successful candidate must also be responsible, confident, self-motivated and a team player who has a keen interest in developing their skills and experience. The position will offer the opportunity to gain exposure to senior professionals and institutional clients. The ideal candidate will have a proven ability to take initiative, and will possess exceptional time management, communication and presentation skills.

What is this role responsible for?

Primarily responsible for managing the Raymond James marketing calendar including deal and non-deal roadshows, virtual events, conferences, seminars, investor tours, and analyst marketing days
Manage itineraries, create and update marketing materials including presentations
Assist Conference & Special Events Coordinators with field trips, forums, symposiums and conferences
Work across institutional equity sales, trading, research, and client teams
Create account activity reports as requested
Maintain databases, records and files for efficient operation of the department
Manage logistics for in-house events including meeting room bookings, catering arrangements, AV requirements and record keeping
Coordinate all internal presentations, including serving as an important point of contact for Raymond James clients
Analyze Corporate Access activity on an ongoing basis to proactively provide feedback and suggestions to internal stakeholders and clients
Assist the Sales & Trading team in providing timely, confidential and professional service to all clients both internal and external
Other duties as assigned which may include helping route callers on the trading desk, assisting with travel arrangements, preparing expense reports, etc.

Knowledge, Skills, and Abilities

Knowledge of

Understanding of the capital markets, institutional clients, and corporate clients considered an asset
Fundamental investment concepts, practices, and procedures used in the securities industry
CRM tools (e.g. Ipreo/BigDough) considered an asset
Skill in

Professionalism with superior organizational and administrative skills
Excellent proficiency with MS Office software, including Excel, PowerPoint, Outlook and Word
Managing logistics with patience, strong communication skills, and special attention to detail
Willingness and ability to learn new applications
Ability to

Manage direct contact with clients: senior corporate executives & investors
Handle multiple time-sensitive tasks with accuracy
Work within deadlines in a dynamic, fast-paced, and demanding environment while maintaining a high level of service and attention to detail
Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills
Work independently as well as collaboratively within a team environment
Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization
Exercise tact and discretion in the handling of confidential information
A positive, enthusiastic and energetic attitude
Communicate proficiently in French is considered an asset
Educational/Previous Experience Requirements

Post-secondary education
Minimum of 2-3 years of experience in a similar role
Prior experience in the financial services / equity sales and trading / investment banking / corporate finance industry considered an asset
We encourage our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm