Corporate Access Execution Manager - Vice President

Posted:
9/16/2024, 4:07:07 AM

Location(s):
England, United Kingdom ⋅ London, England, United Kingdom

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Sales & Account Management

The Execution Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

  • Working within a strong team with a view to increasing business
  • Execution of NDRs for specific sectors.
    Role: Working closely with Origination, Research, spec sales and Banking to maximise the corporate access given to Citi.
  • Execution of Deals
    Role: Working closely with Syndicate/Banking to ensure we deliver best in class Deal Roadshows; sound understanding of time pressures around product; Knowledge of Deal Compliance and ability to learn the Citi Compliance process and ensure all deals are executed within the framework
  • 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 • 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. •
  • Ad hoc projects as and when needed
     

Qualifications:

  • Proven strategic professional that remains abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business
  • ​Requires commercial awareness
  • Exceptional organizational skills
  • Excellent written and verbal communication skills with the ability to convey ideas in a comprehensive manner
  • Self-starter with an acumen to think and solve problems independently
  • Commitment to quality and client satisfaction


Education:

  • Bachelor’s/University degree or equivalent experience, potentially Masters degree


This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Research

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Job Family:

Equity Access Strategies

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Time Type:

Full time

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