Core accountabilities of role
· Support Issuer throughout full roadshow lifecycle from conception to completion
· Create, manage and distribute roadshow schedules for deal and non-deal related roadshows
(Corporate, EM, HY, FIG, SSA Roadshows)
· Fully support Syndicate desk following all deal-type announcements on
Bloomberg. Responsible for:
- Sales announcements for Deal Related Marketing and Non Deal Roadshows
- Direct liaison with Investors
- Meeting coordination/scheduling with Syndicate Desks at Joint Lead Manager (JLMs) for all
roadshow types
· Research, price and manage booking of all virtual Global Investor Calls (GICs), Company
Results Calls/Webinars, Bank Meetings
· Research, price and manage booking of suitable venues across Europe, Middle East and Asia
for a range of group events
· Responsible for the completion and filing of external pro forma meeting contracts.
· Research, price and manage booking of suitable flights, accommodation and ground
transportation, working closely with travel providers CWT to ensure clients are receiving the
best travel options
· Book and manage sharing presentations via independent suppliers/data rooms (eg:
DealRoadshow)
· Book and manage WebEx/Teams virtual Small Group calls for external clients and investors
· Disseminate calendar invitations for all meeting types to Issuers, Investors, Banking and JLMs
· Host all virtual Small Group meetings when Logistics – Manage Issuer experience and
ensure smooth-running of meetings. Liaise with JLMs, Investors and Syndicates throughout
calls where required
· Collate and reconcile costs and liaise with the department’s accounts team to ensure accurate
billing and reconciliation to external clients and other banks in a timely manner for each
roadshow/event (30 day turnaround post-roadshow)
· Provide mentorship to junior team members; support and guide where necessary
· Responsible for training of new team members
· Act as Team Leader in the absence of Head of PCM Roadshows;
- manage daily calendar
- liaise with Banking for upcoming marketing
- delegate workload to team
- provide daily updates to sales
- complete weekly calendar update for Syndicate
· Act as an ambassador for on site at London external events
· Support US Roadshow desk when absent on vacation
· Ensure that all activities and RS duties are carried out in full compliance with regulatory
requirements and internal policies
· Respect of Code of Conduct and Rules & Regulations
Knowledge, Skill and Experience
EXPERIENCE
· Essential: Extensive experience in strategic roadshow planning – minimum 10+ years
· Essential: Extensive experience in roadshow management best practice and tools
· Essential: Extensive and comprehensive experience in roadshow management in the banking
sector, preferably in a leading financial institution.
· Essential: Demonstrated ability to deal with strong personalities and at C-suite level
· Preferred: Previous Line Management responsibility
· Preferred: A-level and/or degree level qualification
COMPETENCIES
· Strong roadshow management skills
· Management skills
· Knowledge of the businesses and the key stakeholders
· Excellent organisational skills
· Ability to multi-task and manage multiple deadlines
· Ability to manage expectations of hosts and the business
· Exceptional time management skills
· Attention to detail - methodical approach to work
· Excellent communication skills (both written and spoken)
· High level of numeracy
· Deep understanding of the role of roadshows and corporate access in a broader communications
context
· Advanced skills in Excel, Word and intermediate skills in Powerpoint
· Languages preferred but not essential
PERSONAL QUALITIES:
· Creativity - ability to think from different perspectives in different situations
· Ability to remain calm in a highly-pressurised environment
· Open-minded, and proactive in the promotion of new ideas
· Excellent interpersonal skills - ability to liaise in a professional manner with all levels of staff /
management and external contacts (180 degrees)
· Ability to use initiative and sound judgement
· Ability to work effectively in a team or as an individual contributor
· Flexible, willing, enthusiastic and "hands-on" approach - ability to work flexible hours
· Confident to champion the bank as an ambassador
· Tactful and diplomatic - confidentiality / discretion required at all times
· Should be comfortable dealing with senior management on a day to day basis