Senior Manager, Corporate Access Execution (VP)

Senior Manager, Corporate Access Execution (VP) – Bernstein

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 Blackbooks, 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 calibre of disciplined investment and industry analysis.

About the Team

Bernstein Société Generale Group is the Joint Venture (JV) established between Société Generale (SG) and Alliance Bernstein to provide high quality independent research in equity and cash equity execution services. Bernstein Autonomous LLP (BA LLP) is the UK Operating Company and employing entity for the JV. 

Members of the Bernstein’ European Corporate & Investor Access team collaborate with local and global partners in research, sales, specialist sales, origination and banking to organize a range of high-quality meetings and events and deliver a full suite of logistics services for the firm’s internal and external clients.

The team is split across London and Paris, and everyone reports into both co-Heads: One based in London and one based in Paris.

Summary of Key Purposes of the Role

A person in this role would be responsible for executing all aspects of European event logistics for (including but not limited to) non-deal roadshows, reverse roadshows, field trips, expert events, conferences, summits, thematic days, sales briefings, ad-hoc meetings, 1-off projects, as well research marketing trips, as required.

The job includes (but is not limited to) sourcing venues, liaising with vendors, working with the in-house security, catering and AV/Tech teams, arranging ground transportation, printing, processing invoices and other event-related admin and record keeping.

Responsibilities

·         Collaborate with partners in research, sales, specialist sales, origination and banking to determine scope of support required for delivery of corporate and investor access event types, as mentioned above, and execute against that.

·         Work with research, sales and other corporate and investor access partners in planning, managing and fully executing analyst marketing events.

·         Provide administrative support including travel recommendations, travel bookings, processing of expenses, maintaining event records, and other admin and/or ad-hoc tasks.

·         Develop and maintain detailed event timelines, budgets, and schedules ensuring all deadlines are met and expenses are managed efficiently.

·         Ensure all logistics are precise, efficient and make the best use of time.

·         Organize the creation of event materials, including presentation printing and schedule distribution.

·         Assist with conference and summit execution and provide onsite support at events.

·         Expertly navigate internal and external systems used to log all activity, run data and produce various reports. This also applies to systems used to facilitate virtual client engagement such as Teams, Zoom, etc.

·         Adhere to the processes within the team on all products to ensure seamless execution and the ability to ‘cover’ holidays and absence across the team.

·         Assist with training less experienced or newly joined members of the team and help implementing “best practice” across the board.

·         10+ years of experience in corporate access execution, roadshow management, or related roles in a fast-paced investment banking environment.

·         Ability to take a full and complete ownership of multiple, often complex projects with closely competing deadlines from start to finish.

·         Capability to work well independently with minimal supervision, as well as closely and collaboratively within a team environment.

·         Great time management skills and competence in juggling several concurrent projects.

·         Dexterity to judge the scope and level of urgency and prioritise tasks appropriately.

·         Flexibility in taking on additional workload, as it becomes necessary, and being comfortable with ad-hoc demands on a short notice.

·         Being able to function productively in a fast-paced environment and navigate ambiguity with tact and diplomacy.

·         Strong organizational skills and keen attention to detail.

·         Good understanding of the broader corporate access and investment banking business.

·         Motivated self-started with a desire to exceed expectations and “go the extra mile” to cover client needs or different time zones, if necessary.

·         Excellent command of English (both oral and written).

·         Proficiency in Microsoft Office Suite.

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like “hard work” and “dedication” together with “community” and “respect” has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Société Générale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender identity.