Corporate Access Associate


Investment Firm Client

Office Status: Remote

Responsibilities include, but are not limited to:

  • Create marketing invites for all equity capital markets events
  • Set up and facilitate virtual Zoom meetings and webinars
  • Reconcile investor participation lists and accurately reflect in CRM system
  • Manage CRM and online conference platform (MeetMax) for all events
  • Send follow up emails to sales for feedback post-event
  • Pull, organize and manipulate reports as needed
  • Update and send marketing events calendar weekly
  • Send bi-weekly update to sales regarding light events
  • Track all corporate access events via internal spreadsheet
  • Create and process invoices and check requests as needed
  • Assist with venue research as needed
  • Assist with 2022 PacGrow Healthcare Conference
  • Perform other duties as required and assigned


  • Bachelor’s Degree from an accredited University, preferably in Business or Communications, or other related field
  • 1+ years relevant experience within financial services (corporate access, investor relations, marketing) or as administrative/executive assistant
  • Event and conference management experience a plus
  • Experience with a CRM and conference platform (i.e. MeetMax) a plus
  • Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
  • Highly organized, detail oriented, able to multi-task and manage multiple projects and competing priorities without sacrificing accuracy or efficiency
  • Excellent communication and presentation skills with the ability to communicate effectively across various departments and levels of the organization
  • Strong collaboration and team building skills
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