Research Coordinator Job New York New York USA,Business

A Corbet's Research Coordinator is to provide ongoing support to the Corbet's investment staff. He/She will function as the integral, go-to person in helping our investment teams navigate the firm. The employee will be an extension of the corporate access team primarily focusing on assisting with Portfolio Manager-Analyst team support. They will work with Corbet's Broker Relations/ Corporate Access in helping investment staff liaise with our sell side counterparts.

This role requires high attention to detail. He/She will work collaboratively and effectively with all levels of management, staff, clients, and external partners.

In the role of Research Coordinator, the employee will be responsible for the following:

Execute on all Corporate Access & Sell Side Meeting Arrangements:
Schedule corporate access, sell side analyst meetings, and expert calls
Corporate Access Planning – develop a strategy with your investment teams and corporate access team to maximize access opportunities
Track and highlight all upcoming non-deal roadshows, conference meetings, events, analyst days, and earnings calls
Create and deliver regular corporate access reporting
Daily data entry and maintenance to keep internal database accurate
Schedule management calls for PM teams utilizing Corbet's systems to invite all relevant parties
Request conference meetings; confirm schedules with Broker Relations team
Work cross functionally across the firm to deliver best in class support to your investment teams
Provide day-to-day support for PM and analyst teams: manage calendar, travel, expenses, and any miscellaneous asks, including but not limited to:
Visa processing for work travel
Accurate and timely expense processing
Bespoke reporting and calendar updates for PM and Teams
Daily and weekly review of Teams’ calendars to ensure they are abreast of meetings for the day ahead; address any conflicts or prioritization that is needed
Complete ad hoc requests for Broker Relations team, including broker subscriptions and resourcing
Work with Compliance to ensure adherence to policy, meeting clearance, and obtain approvals, vetting of industry expert meetings, any non-C-level management events, private company meetings

In order to effectively represent the Company and communicate with clients, a Corbet's Research Coordinator should possess the following attributes:

Corporate Access knowledge
Analytical Thinker
Intellectually Curious
Strong written and verbal communication skills
Microsoft Office Suite, specifically Excel, Outlook, Power Point