Corporate Access Services Associate
Platform Solutions Execution Management (‘PSEM’) is the firm’s industry leading initiative in resourcing Millennium investment professionals globally across access, data, research, and technology.
Corporate Access is part of PSEM and facilitates access to companies, both broker-sourced and self-originated, for Millennium investment professionals (‘IPs’).
This role requires managing the daily responsibilities and overall process of corporate access in EMEA, within given sectors, as part of the Corporate Access Services team in London.
Principal Responsibilities
- Support Corporate Access team to deliver a high level of client service to PMs and Analysts with a sense of prioritization and urgency; strong focus on internal sales and target marketing.
- Implement internal and external communication channels, and streamline processes for broker-sourced and Millennium-originated Corporate Access events
- Update and maintain internal proprietary Corporate Access portal to manage forward looking event marketing and requests, update distribution lists and cancellation process
- Proactively strategize attendance around NDRs and Conferences: Establish and follow an efficient and reliable process to facilitate high volume of company meeting requests from PMs and Analyst, managing the event allocation process from start to finish
- Assist with the preparation of monthly payment accruals and the quarterly corporate access payment process, mainly involving data entry and internal team communication
- Build and maintain relationships with IPs and brokers to ensure smooth, open channels of communication
- Organize IP onboarding and internal portal education sessions, handling the follow-up communication
Qualifications/Skills Required
- Bachelor’s degree from an accredited university of college with a strong academic record
- Outstanding verbal and communication skills, with poise and confidence to interact with and influence clients at all levels
- Proficiency in Excel, Word and Power Point and the ability to manipulate data
- Detail oriented teammate who can prioritize in a fast paced, constantly changing environment to ensure efficient execution
- High degree of operational efficiency, ability to multi-task, and attention to detail.
- Good team player with strong willingness to participate and help others