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Senior Roadshow Coordinator – Investment Banking Division - NYGS150

New York, New York


FIRST is a leading global brand experience agency with teams in New York, Los Angeles, London, Dublin, Singapore and Hong Kong. Some of the world’s most recognized companies trust us to develop strategies, and design, plan and produce engaging events. FIRST clients span many industries including financial services, aerospace, technology, consumer electronics, medical and healthcare, automotive, media and the nonprofit sector. We are on Event Marketer’s “Top 100 Event Agencies” and “Best Places to Work in Events” lists. We’ve also been recognized by Crain’s New York Business as one of the Top 100 “Best Places to Work in NYC”.


FIRST is looking for a dynamic Senior Roadshow Coordinator – Investment Banking Division to work on-site at a major financial institution in New York City. The ideal candidate would have extensive experience organizing heavy logistics and schedules for corporate management teams to meet with prospective or existing investors within the Investment Banking division.



  • Work closely with Corporates, Equity Research, Institutional Equity Sales, Investment Banking and Capital Markets to design and execute roadshows, field trips and other events

  • Build strong relationships with Corporate management teams as well as with other internal constituents

  • Heavy calendar management and meeting coordination for investors, clients and internal teams and conferences through Event Manager software

  • Heavy logistic coordination, including, but not limited to hotels, ground transportation, private air, commercial air

  • Maintain and communicate logistics and travel schedules and agendas with Corporate contacts, sales people and other participants for multiple events at the same time

  • Create and manage budgets and expense reconciliation for all events

  • 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 invites 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

  • Mentor colleagues; demonstrate leadership capabilities to support and train colleagues

  • Create training documents for specific events or tasks where applicable; with a proactive approach

  • Excellent working relationship with managers, clients and peers alike

  • Advanced supplier knowledge; ability to negotiate value adds for cost efficiencies or enhanced attendee experience



  • 10+ years’ experience working on complex Deal Roadshows in the Financial industry

  • 10+ years’ professional experience in Roadshows, events, marketing and/or communications

  • Bachelor’s Degree required

  • Displays strong people management skills with the ability to motivate and lead by example

  • Experience in management and training teams both in planning and execution of Roadshows

  • 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

  • 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



  • Build excellent relations with the team through positive communications

  • Ensure knowledge is shared within the team to enable them to work smarter and more efficiently

  •  Work on ad hoc requests as required, typically during quiet times

  • Strict and accurate adherence to company’s time tracking policies and systems

  • Assume responsibility for own environment, ensuring adherence to health and safety policies while having clean smart surroundings

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