Head of Investor Access - Bernstein

The Head of Investor Access will coordinate and execute events for Bernstein’s clients. The individual will lead our team across Asia, and in collaboration with team members in Europe and North America. Events will vary in complexity and size, and they will include both virtual and in-person formats, including meetings with high-level corporate managers, site visits, one-on-one meetings, thematic symposiums, large-scale conferences, and custom trips for key clients. Responsibilities include, but are not limited to, managing our webinar product, arranging logistics associated with events/marketing trips, negotiating with vendors, expense reporting and budgeting, calendaring/scheduling for our events, managing and managing weekly recurring calendar updates to internal and external stakeholders and other ad-hoc projects.

We make a strong commitment to development and give you opportunities to rapidly gain visibility and incremental responsibility. While our culture is intellectually rigorous, it is also very friendly and fun – participate in a range of activities including training and development programs, social events, mentoring, philanthropy, on- and off-sites.

The ideal candidate should have a Bachelor’s degree in business or a related field and years of professional experience, preferably in the financial services industry in a corporate access or event/marketing role. Additionally, the candidate should possess:

• The ability to lead and manage a regional team
• The ability to develop a strategy, and experience implementing strategy with effective processes and procedures
•  Strong client service and interpersonal skills to develop relationships both inside and outside of the organization
• Exceptional organizational, time management and problem-solving skills
• Strong communication skills to interact comfortably with stakeholders at all levels of seniority
• Highest level of attention to detail
• A positive and can-do attitude
• Willingness to learn and grow
• Strong commercial awareness to drive quality, efficiency and cost savings

This job requires flexible and occasionally long working hours when preparing for an event, as well as business travel as appropriate.

Company Description:

Bernstein is widely recognized as a premier global equity research and brokerage firm, with a trading platform that spans the US, Europe, and Asia. Our research and trading capabilities are sought out by leading investment managers around the world, and we have a long history of our research receiving #1 rankings for overall quality and industry knowledge.

Research is our legacy and foundation. Our brand is defined by our Black books, renowned for their in-depth quantitative forecasts and unmatched industry expertise. Our Research Analysts are thought leaders who typically have many years of direct experience in the industries they cover. Our reputation is for the very highest caliber of disciplined investment and industry analysis.

In 2019, Bernstein acquired Autonomous Research, a highly regarded global financial services independent research firm. This acquisition further strengthened us as the preeminent provider of the highest-quality research to our clients worldwide.

On April 1, 2024, Alliance Bernstein and Société Générale announced the official launch of Bernstein, a new joint venture expanding our global cash equities and equity research business. Clients now have unparalleled equity liquidity access and a full range of integrated services, leveraging Bernstein’s cash equities and research capabilities and Société Générale’s equity derivatives, prime services and equity capital markets offering.

Department Description:

The Bernstein Investor Access department strives to create and execute timely, specialized events that build upon the firm’s public equity research, widely considered among the best in the industry. The audience for our events is investment professionals from large investing institutions such as mutual funds, hedge funds, pension funds, etc. We are seeking a highly motivated individual who will excel in a challenging and fast-paced atmosphere as part of the Investor Access team based in Hong Kong.

Hybrid Work Environment:

Société Générale offers a hybrid work arrangement that offers employees the flexibility to work remotely, as well as on-site, in order to promote interaction and collaboration with colleagues while adhering to all SG standard protocols.  Hybrid work arrangements vary based on business area.  The applicable Business lines will determine and communicate the work arrangements that best meet their business needs.