CLSA · 6 days ago
Corporate Access Associate Temp, Sales
New York, United States
Full-time
Onsite
Entry Level
$20/hr - $33/hr
1+ years expCLSA is a financial services company, and they are seeking a Corporate Access Associate Temp to coordinate analyst and corporate roadshows and other corporate access events. The role involves managing event logistics, liaising with corporates and sales, and developing relationships within the industry.
Venture Capital
Responsibilities
Work closely with Sales, Analysts, Corporate Access counterparts and corporates in coordinating analyst and corporate roadshows, expert meetings, access days, forums and other corporate access events
Liaise with Corporates, Sales, and Investors on bespoke requests, i.e. trips, one to one calls / meetings, expert meetings etc
Plan with Sales and Research for group tour and access days pipeline
Specific responsibility for the overall management of Corporate Access events including:
Booking travel, accommodations and ground transportation
Ensuring that necessary materials / equipment is available
Arranging event diaries in liaison with Analysts, Corporates and Investors
Entering details into relevant management information systems
Managing event activities
Shepherding Corporates or Analysts
Validating invoices
Manage the corporate invitation to our flagship conferences, especially Investor Forum in Q3 each year
Handle analyst invitations to calls/marketing roadshows
Develop relationships with companies for corporate pitching, working closely with Research where required
Develop relationships with Sales, Analysts and Corporate Access teams across regions
Production and participation of regular management reporting and meetings
Assisting with travel expense submissions for sales and sales trading teams
Qualification
Required
Bachelor's degree or above in Finance, Marketing, Communications or a related discipline
Minimum 1 year of related experience with buy/sell side, investor relations in a listed company
Relevant experience working with corporate management and IR
Strong IT skills, e.g. Excel, PowerPoint
Ability to multi-task and prioritize
Strong organizational skills and detail oriented
Excellent verbal and written communication skills
Preferred
Mandarin Chinese or Japanese language fluency will be considered a plus
Company
CLSA
CLSA is an investment bank that provides security brokerage and investment banking services. It is a sub-organization of CITIC Securities.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2012-07-22Acquired
Leadership Team
Andy Hilton
Business Manager, COO office and Head of Risk, Institutional Equities at CLSA Americas LLC
Christian Billet
CCO
Recent News
2025-10-31
Business Standard India
2025-10-19
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