Research Coordinator

About the role

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.

Responsibilities

• 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

Requirements

• Corporate Access knowledge
• Collaborative Team Player
• Analytical Thinker
• Intellectually Curious
• Strong written and verbal communication skills
• Microsoft Office Suite, specifically Excel, Outlook, PowerPoint