Roadshow Coordinator

Kepler Cheuvreux

. Organise virtual and physical events in the financial industry as part of a cross-border corporate access team .

Posted 10/15/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $73,000 - $83,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational and communication skills while managing virtual and physical events in the financial industry. Proficient in coordinating logistics, preparing marketing materials, and ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Event ManagementFinancial Markets KnowledgeExcellent Communication SkillsOrganizational SkillsTech-Savvy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

PowerPointMicrosoft OfficeOutlookZoomTeamsCRM SoftwareWeb Marketing

Soft Skills

Strong Sense of ResponsibilityTeam SpiritService OrientedFast Reaction TimeAbility to Thrive in Fast Paced Environments

Certifications & Qualifications

FINRA SIE LicenseFINRA 7 LicenseFINRA 63 License

Industry Keywords

Corporate AccessEvent CoordinationInstitutional InvestorsBespoke MeetingsAnalyst RoadshowsConferencesFieldtrips

About the role

Key responsibilities & impact

Organise virtual and physical events in the financial industry as part of a cross-border corporate access team
Organise Corporate Roadshows, Analyst Roadshows, Conferences, Fieldtrips, and Bespoke Meetings, both local and international
Master virtual event platforms and help introduce new technologies
Draft invitations, compile investor targeting, and coordinate itineraries and event schedules
Manage communication with institutional investors, listed companies, internal teams, the travel desk, research, and equity sales
Prepare and maintain marketing collateral and presentation materials
Ensure flawless logistics and execution on event days
Welcome and host participants on-site for physical events
Collect participant feedback after events
Attend weekly sales meetings to brief the team on event bookings and corporate access priorities
Provide general administrative support for local sales and analysts
Perform occasional office management tasks
Comply with applicable legal, regulatory, and internal compliance requirements
Complete mandatory training and maintain role competence

Requirements

What you’ll need

Excellent organisational skills
Strong sense of responsibility and accountability
Excellent communication and relational skills
Team spirit
Good anticipation of possible blocking points and fast reaction time
Service oriented
Ability to thrive in fast paced environments with multiple projects and deadlines
Ability to work flexible hours
Ability to learn proprietary software quickly, especially the group CRM
Tech-savvy nature
Knowledge of financial markets
Good PowerPoint, Microsoft Office, and Outlook skills
Knowledge of Zoom / Teams
FINRA licenses SIE, 7 & 63 (desirable)
Web marketing experience (desirable)
Previous experience within a Financial Services organisation (desirable)
Experience within a Corporate Access or Event Management Team (desirable)