What You Would Get To Do

The Roadshow Coordinator I supports the planning and execution of high-profile roadshows by partnering with Corporates, Institutional Equity Sales, Investment Banking, Capital Markets, and Corporate Access teams. This role focuses on complex non-deal roadshows, with exposure to deal activity based on account needs. The Coordinator I is expected to manage detailed logistics, maintain accurate communication across stakeholders, and deliver consistently high execution while continuing to build experience in complex, fast-paced financial roadshow environments.

Your Contributions

• Work closely with Corporates, Institutional Equity Sales, Investment Banking and Capital Markets and/or Corporate Access to design and execute roadshows
• Build strong relationships with Corporate management teams as well as with other internal constituents
• Complex calendar management and meeting coordination for investors, clients and internal teams
• Complex logistic coordination for in-person roadshows, including, but not limited to hotels, ground transportation, private air, commercial air
• Complex logistics coordination for virtual/hybrid roadshows, including, but not limited to Zoom, conference calls, large group virtual meetings
• Maintain and communicate logistics and travel schedules and agendas with Corporate contacts, sales people and other participants for multiple events at the same time
• Reconcile all roadshow expenses
• Source, vet and contract venues for events with client input
• Negotiate with vendors for cost effectiveness as appropriate; commercial focus to the bottom line
• Identify new venues and vendors to differentiate roadshows and provide new experiences to clients
• Arrange conference calls and webcasts and coordinate ad hoc technology requests
• Provide real-time support for participants, even if after hours leading into an event
• Create and send logistical information and coordinate other materials for events as needed
• Must be able to balance a client's demands and prioritize work based on a high volume book of work
• Able to work independently with specialists and clients with little guidance
• Back up coverage for colleagues as needed within the team
• Excellent working relationship with managers, clients and peers alike
• Act as an ambassador for the FIRST brand, leading by example and displaying the company's core values (Ambition, Creativity, Excellence, Integrity, Teamwork)

What We Are Looking For

Please be aware that we know experience does not always look like we describe it. If you believe you would be an excellent fit for this role, please apply - we would love to see how you could fit at FIRST

• 2-4+ years' experience working on complex Roadshows in the Financial industry
• Strong working knowledge of the Microsoft Office, specifically Excel
• Highly organized - ability to handle multiple tasks to meet strict deadlines
• Excellent time management and multi-tasking skills
• Ability to effectively and extensively interact with all levels of senior ranking officers
• Adaptability to situations and ever changing demands
• Accessible and responsive at all times; tasks and requests by client often happen outside of normal business hours - must be available to respond accordingly in accordance with SLAs
• A calm and flexible approach to handling pressure and stress.
• Professional, responsive and polite in extremely difficult circumstances
• Resourceful, ambitious and proactive
• Creative problem solver and team player

Travel up to 10%

At FIRST, we believe that our success is driven by the passion, creativity, and commitment of our teams. That's why we offer a range of benefits and perks to support your personal and professional growth.
• Medical, Dental & Vision which includes the option of a high-deductible health plan (HDHP) with a health savings account (HSA)
• 401 (k)
• Five Flexible Spending Accounts Options
• Generous Paid Time Off Allowance
• Employee Assistance Program (EAP)
• Life, Disability & Pet Coverages
• Wellness Stipend
• Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more
• Aura Identity Theft Protection
• Discretionary Bonus Structure
• Global Opportunities: With a presence in 7 countries worldwide, including headquarters in London, New York, and Singapore, you may have the opportunity to work on exciting projects across different locations.

United States Residents: The base pay for this position ranges from $77,700.00 - $89,355.00. This role is also eligible for an annual discretionary bonus.

Please note that the national salary range listed in the job posting reflects the new hire salary range across various U.S. locations that would be applicable to the position. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.