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Financial Services

Corporate Access Associate

New YorkOnsiteFull TimePosted 18 days agoVisa sponsorship available

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Required skills

  • 0-2 years' experience
  • Bachelor’s degree
  • Microsoft Office
  • Outlook
  • internal databases
  • workflow systems

Nice to have

  • Corporate Access
  • financial services operations
  • coordination-focused role

Role summary

The Corporate Access Associate role provides operational and administrative support to the Corporate Access team, focusing on meeting coordination, request management, and record maintenance. This junior position requires strong organizational skills, attention to detail, and the ability to manage a high volume of requests and competing priorities. Key responsibilities include scheduling meetings, tracking corporate access activities, supporting event administration, liaising with brokers and internal stakeholders, and maintaining data quality. The role also involves identifying opportunities for process improvement. A Bachelor's degree or equivalent experience and proficiency in Microsoft Office are required.

Position Overview:

The Corporate Access team coordinates and manages corporate access activity on behalf of the investment team, working closely with sell-side brokers, corporates and other external providers.

This junior role will provide operational and administrative support to the Corporate Access team, with a particular focus on meeting coordination, request management, meeting tracking and maintaining accurate records across internal systems. The role requires someone who is highly organized, detail-oriented and comfortable managing a high volume of requests and competing priorities.

  • Coordinate and schedule a high volume of meetings, calls and related interactions.
  • Manage incoming Corporate Access requests and correspondence, ensuring requests are recorded, progressed and followed up appropriately.
  • Track Corporate Access meetings and activity accurately across internal systems and databases.
  • Support the administration of conferences, roadshows and other corporate access events, including meeting requests and scheduling.
  • Liaise with sell-side brokers, and internal stakeholders to coordinate meeting logistics and resolve scheduling queries.
  • Support the Corporate Access team with maintaining data quality across internal systems.
  • Assist with the preparation of reports on corporate access activity and utilization.
  • Support the team with ad hoc administrative and operational projects.
  • Identify opportunities to improve administrative processes, tracking and workflow efficiency.

    • Required Qualifications:

  • 0-2 years' experience
  • Bachelor’s degree or equivalent relevant experience.
  • Strong organizational skills and exceptional attention to detail.
  • Ability to prioritize effectively and manage multiple competing deadlines.
  • Strong working knowledge of Microsoft Office, particularly Outlook.
  • Clear and professional written and verbal communication skills.
  • Proactive and reliable approach to completing tasks and following up outstanding items.
  • Able to work independently, use good judgement and escalate appropriately when required.
  • Ability to work collaboratively with colleagues across different teams and locations.
  • Comfortable learning and working with internal databases and workflow systems.
  • Prior experience in Corporate Access, financial services operations or a similar coordination-focused role would be advantageous, but is not essential.

    • The minimum base salary for this role is $80,000 if located in New York. This expectation is based on available information at the time of posting. This role may be eligible for discretionary bonuses, which could constitute a significant portion of total compensation. This role may also be eligible for benefits, such as health, dental, and other wellness plans, as well as 401(k) contributions. Successful candidates’ compensation and benefits will be determined in consideration of various factors.

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