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Corporate Access Consultant-Investor Relations (Hybrid, 4 days onsite- Friday’s remote)
San Francisco, CA 94105 (Preference) or Los Angeles, CA 90071
12 months (potential extension or temp-to-hire depending on budget)
Overview:
We are seeking a confident, relationship-oriented professional with direct experience in Corporate Access, Investor Relations, sell-side research, institutional sales, investment banking, or a related investment-industry role. The successful candidate will be a self-starter who thrives in a fast-paced environment, builds credibility quickly with internal and external stakeholders, and proactively identifies opportunities that add value to the investment process.
Primary responsibilities/essential functions:
Develop and Strengthen Strategic Relationships
- Build and maintain strong relationships with corporate management teams, Investor Relations professionals, sell-side partners, industry experts, and third-party providers.
- Serve as a trusted representative of or Organization when engaging with CEOs, CFOs, Investor Relations teams, and other senior leaders.
- Proactively identify and cultivate new relationship opportunities that align with investment team priorities.
- Educate external stakeholders on our long-term investment philosophy and research process to strengthen awareness, trust, and engagement.
Partner with Investment Professionals
- Develop a deep understanding of analyst and portfolio manager research priorities, investment philosophies, and sector interests.
- Act as a strategic partner to investment professionals by identifying and originating high-impact meetings, events, and research opportunities.
- Anticipate investment team needs and proactively deliver relevant access opportunities that support investment decision-making.
- Facilitate relationship-building opportunities for newly assigned analysts by leveraging insights into company preferences and stakeholder dynamics.
Originate and Execute Corporate Access Opportunities
- Independently source, organize, and manage corporate access engagements, including management meetings, conferences, site visits, field trips, expert engagements, and conference calls.
- Research companies, management teams, industries, and market developments to identify differentiated access opportunities.
- Navigate complex scheduling and relationship challenges while maintaining a high level of responsiveness, professionalism, and attention to detail.
- Partner with meeting planners and internal stakeholders to ensure seamless execution of events and engagements when logistical support is required.
Collaborate Across a Global Organization
- Work closely with colleagues across the Global Corporate Access team in North America, Europe, and Asia to deliver a coordinated experience for investment professionals.
- Contribute to team initiatives, process improvements, and broader efforts to enhance the Corporate Access program globally.
Qualifications:
- Bachelor’s degree required.
- 5-8+ years of direct experience in Corporate Access, Investor Relations, institutional sales, equity research, investment banking, or another client-facing role within financial services.
- Direct experience working with public company management teams and Investor Relations professionals strongly preferred.
- Strong understanding of capital markets, public companies, and the investment research process.
- Knowledge or experience within Industrials, small cap or related sectors is a plus.