LocationNew York
IndustryFinancial Communications
TypeFull Time
SalaryUSD 160000.00

Our client is the world’s leading provider of specialist support services for investor roadshows, events, and associated communication programs and materials. The project-based work includes specialized content creation, financial roadshows, investor days, conferences, listing celebrations and board of directors’ events.


  • Act as primary contact for client and relevant advisors on each project, immersing yourself in the brand and investor story
  • Contribute to the growth of global investor communications business by developing strong client relationships and by applying insights from industry news, trends and developments.
  • Act as primary contact for client and relevant advisors on each project, immersing yourself in the brand and investor story
  • Work with a company’s marketing and creative teams, and agencies, in the development of the investor focused content and the overall brand experience solution for deal, non-deal marketing and investor events
  • Work with internal and third-party partners in the production of long-form of investor video presentations and shorter corporate brand films
  • For live or hybrid events, work with internal team to assess production and technology solutions including but not limited to event venue, scenic, virtual event platform, registration management, and live broadcast
  • Oversee creative treatment and script development
  • Coordinate design and development of the roadshow/investor presentation
  • Write client research and creative briefs, and ensure briefs are adhered to
  • Negotiate and manage bids and contracting with third parties
  • Manage the collection of NDAs, releases, COIs and other necessary paperwork
  • Travel to oversee on location live-action shooting, roadshow support and/or events



  • 12+ years experience in client services and communications within an agency or IR/PR environment
  • Experience with leading the development of corporate communications digital content / video production projects, all the way through pre production, filming and post production
  • Complex event management experience (live, virtual, hybrid)
  • Not averse to short notice travel at times for shoots and events
  • Be prepared to work demanding hours in the office and at times on the road
  • PowerPoint and Excel is essential
  • Candidate will be communicating with banking clients on a regular basis and should be interested in the financial sector with at least a basic understanding of capital markets
  • An attraction to financial and business news is a plus and keeping up-to-date with the industry will be expected in this role.

Contact Person

Pebbles Obando

Principal Consultant

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