Corporate Access Manager
About the Role
A highly successful investment platform is seeking a Corporate Access professional to join its front-office team in New York. The organization manages capital across multiple investment strategies and maintains a significant presence in global public markets. The investment team combines deep fundamental research with data-driven insights to identify opportunities across sectors and geographies. This role will serve as a key liaison between investment professionals, corporate issuers, and the brokerage community, helping coordinate meaningful interactions that enhance research efforts and support investment decision-making. The position offers significant visibility across the investment organization and external market participants.
Responsibilities
- Corporate Engagement & Event Management
- Coordinate and oversee the scheduling of company meetings, management presentations, site visits, conferences, and investor events.
- Manage the logistics and execution of corporate access initiatives across multiple investment teams.
- Develop processes to prioritize engagement opportunities based on investment objectives and research needs.
- Relationship Management
- Build and maintain strong relationships with corporate investor relations teams, executive management teams, and brokerage partners.
- Serve as a primary point of contact for external stakeholders and represent the investment platform professionally in the marketplace.
- Cultivate new issuer relationships and expand access to relevant management teams globally.
- Broker Strategy & Vendor Oversight
- Partner with brokerage firms to maximize access opportunities and ensure alignment with the investment team's priorities.
- Participate in discussions surrounding broker evaluation, budget allocation, and service effectiveness.
- Assist in negotiating and managing external relationship agreements where appropriate.
- Strategic Planning & Reporting
- Monitor corporate access activity, spending, and engagement metrics.
- Develop reporting and analytics to evaluate the effectiveness and impact of corporate access efforts.
- Help establish scalable frameworks for corporate engagement planning and resource allocation.
- Market Presence & Brand Development
- Enhance the firm's profile among corporates and sell-side partners.
- Support initiatives designed to strengthen the firm's reputation as a thoughtful and engaged institutional investor.
- Develop outreach strategies that foster long-term relationships within the investment community.
Qualifications
The ideal candidate will be comfortable operating at the intersection of investing, relationship management, and business strategy. They should be able to:
- Build credibility with portfolio managers, analysts, and senior investment professionals.
- Effectively engage with investor relations teams and corporate executives to facilitate productive interactions.
- Advocate for the firm's interests when working with brokers and external service providers.
- Establish thoughtful frameworks for evaluating and prioritizing corporate access opportunities.
- Communicate the value of corporate engagement programs and navigate commercial discussions confidently.
- Represent the organization with professionalism, maturity, and strong judgment.
Requirements
- 4+ years of relevant experience within corporate access, investor relations, equity research, capital markets, or institutional investing.
- Experience on either the buy side or sell side is required; prior corporate access experience is highly preferred.
- Excellent written and verbal communication skills with the ability to engage senior stakeholders.
- Strong interpersonal abilities and a relationship-driven approach.
- Proven ability to influence outcomes and negotiate effectively with external parties.
- High level of professionalism, executive presence, and organizational skills.
- Exposure to marketing, communications, or brand-building initiatives is advantageous.
- Based in New York or willing to relocate to the area.