Corporate Access Lead – Investor Meetings & Roadshows

We are seeking a motivated and detail-oriented Corporate Access Associate to join our team. This mid-level role sits at the intersection of research, sales, and institutional clients, facilitating high-quality access between investors and corporate management teams. The successful candidate will play a key role in organising corporate roadshows, investor meetings, and tailored access opportunities that support investment decision-making and strengthen client relationships.

Key Responsibilities

• Coordinate Corporate Access Activity
• Plan and execute across the whole suite of corporate access product offering including non-deal roadshows (NDRs), group trips and bespoke investor meetings.
• Manage corporate access logistics including meeting scheduling, supporting corporate and investor travel arrangements, securing venues, and utilizing virtual meeting platforms.
• Stakeholder Management
• Serve as a primary liaison between institutional clients, corporate issuers (C-suite/IR teams), equity research analysts, and sales teams.
• Build and maintain strong relationships with both internal and external stakeholders.
• Client Engagement
• Work closely with sales teams to identify investor demand and align corporate access opportunities accordingly.
• Ensure a high standard of client service, tailoring access to investor focus areas and strategies.
• Regulatory & Compliance Oversight
• Ensure all corporate access activities adhere to applicable regulatory requirements (e.g. MiFID II, MAR).
• Maintain accurate records of interactions and approvals in line with compliance policies.
• Process Improvement
• Identify opportunities to enhance efficiency in planning and execution of events.
• Support implementation of new systems or tools to streamline workflows.

Required Skills & Experience

• At least 3–6 years’ experience in Corporate Access, Equity Research, Sales, or a related function within financial services
• Strong understanding of capital markets, equities, and the investment process
• Proven ability to manage multiple stakeholders and competing priorities
• Excellent organisational and project management skills
• Strong communication skills, both written and verbal
• High attention to detail with a proactive, solutions-oriented mindset
• Familiarity with compliance frameworks in financial services is preferred

Preferred Qualifications

• Experience working with institutional investors (e.g. hedge funds, asset managers)
• Proficiency in CRM and event management systems
• Knowledge of key sectors or coverage areas is advantageous

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