Citi's Access Strategies Team is the business of connecting our institutional clients with corporates, industry experts and theme related events, as part of our research advisory offering. The whole team works closely with research, equity sales, trading, and banking. Our products target specific institutional clients to help increase our ranking within the institution.
Job Purpose:
Working as part of Citi's EMEA Access Strategies Team. To maximise the corporate access we provide to our key institutional clients & leverage this internally. Our institutional clients rely on us to provide them with relevant corporate access. Our products target specific clients to help increase our ranking within the institution. We are looking for someone either with strong Origination and Execution experience or someone with strong NDR experience who is looking for a growth opportunity where they will be allocated their own sectors and will work directly with Research and Banking to originate more Access across their specific sectors whilst executing NDRs to the highest standard.
Key Responsibilities:
Working within a strong team with a view to increasing business â?¢
Origination and Execution for specific sectors Role: Working closely with Research, spec sales and Banking to maximise the corporate access given to Citi.
Preparing PowerPoint pitch presentations/roadshow proposals and building strong relationships.
Work directly with corporates on organising their roadshow, working with sales to assess demand in regions, and on investor targeting, flawless organisation of the roadshow and delivering investor feedback.
Regular sector meetings with analysts to get a whole view of what they are doing in their sector, whether trips, industry experts, or conferences.
Looking to originate access on the back of any GPS/Thematic research reports. Responsible for inviting corporates to relevant conferences or to agree to meetings on group/bespoke trips, as well as being involved in the 1-1 scheduling around a conference to ensure meetings are being given to priority accounts.
Working in conjunction with the Corporate Broking team to provide a full IR service to include investor targeting, investor colour in terms of who is meeting with peers, who is new to the sector, investor movement, investor colour in general. Become the 'go to' person for the client IR team in terms of planning & executing roadshows, results presentations etc.
Take responsibility for the arrangement of meetings, dealing direct with the corporate and institution where appropriate;
Ensure all logistics (Virtual, flights, hotels, and car transfers) are precise and make the best use of time
Liaising with management whilst they are on the road to ensure all is running smoothly;
Obtain feedback post the roadshow, compiling into a document and sending to management;
Produce sector stats using macros within Excel â?¢ Working with the wider team to take on projects as required to support the Access Strategies Product;
Adhere to the processes within the team on all products to ensure seamless execution and the ability to 'cover' holidays and absence across the team. â?¢
Ad hoc projects as and when needed
Knowledge/Experience:
Previous experience in organising /non deal roadshows/ investor trips / conference 1-1's or working in a fast paced Client focused role. â?¢
Previous banking experience. â?¢
Knowledge and understanding of the Corporate Access Business
Skills:
Advanced use of Word, Excel & PowerPoint.
Self-motivated with a desire to exceed expectations.
Good interpersonal and organizational skills.
Ability to handle multiple tasks, prioritise and work under pressure.
Strong oral and written communication skills.
Qualifications:
Excellent command of English (both oral and written) â?¢
A level equivalent education â?¢
Fluent in a foreign language (beneficial but not essential)
Competencies:
Complete ownership of project from start to finish
Ability to work with very little management.
Time management skills and ability to juggle multiple projects, keep to tight deadlines and prioritise.
Attention to detail is absolutely key.
Proactive and conscientious.
Willingness to learn and 'go the extra mile' including working the hours required to cover clients in different time zones.
Team player; flexible.
Appreciation of balancing the needs and requests of the institutional client while maintaining a good working relationship with the corporate client.
Development Value:
Full training, support and guidance will be provided on an on-going basis; â?¢
Exposure to a complex and fast-paced banking environment. â?¢
This role is extremely client focused. It requires attention to detail, organization and strong system skills as well as the ability to liaise with people at all levels.
------------------------------------------------------ Job Family Group: Research------------------------------------------------------ Job Family: Equity Access Strategies------------------------------------------------------ Time Type: Full time------------------------------------------------------ Citi is an equal opportunity and affirmative action employer.
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