Head Corporate Access
3 days ago
Role: Head - Corporate Access
Key Responsibilities:
Strategy & Initiative Development:
Define the multi-year corporate access roadmap, aligning to firm-wide Equity Research & Sales objectives.
Identify white-space opportunities-new sectors, geographies, themes-for C-level dialogues and expert panels.
Champion innovation:
- Pilot digital roadshows, site visits and tailored investor roundtables.
Relationship Management & Channel Checks:
Cultivate and expand a network of corporates, CFOs/CEOs, industry specialists, dealers & distributors.
Source and coordinate on-the-ground channel checks, plant tours and expert calls.
Cross-Functional Collaboration:
Work hand-in-glove with Equity Research analysts to tailor content, co-author sector primers and synthesize channel-check findings.
Interface with Sales & Research teams to integrate corporate access offerings into pitchbooks, client meetings and digital platforms.
Data Management & Reporting:
- Maintain a centralized CRM-backed pipeline of corporate engagements, client attendance, action items and feedback.
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