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Global Research – Corporate Access Product Consultant

New York, New York

Job Description:

We are looking for an energetic, detail oriented, and hardworking individual to join our Corporate Access Team. The team is part of the Global Research department and interfaces with multiple constituencies within the firm, the investment community, and our corporate clients while providing our equity and ficc investing clients with access to management teams through Non Deal Roadshows, Field Trips and Investor Conferences and support of analyst marketing.

  •        Interface with Corporate managements on non-deal roadshow and conference related items from beginning to end

  • Interact with sector professionals including research, sales & trading and investment banking across divisions to gain a broader understanding of the corporate community

  •        Build a strong working relationship with salespeople, sales-traders, research analysts, buy-side and sell-side customers, investment banking and capital markets

  •        Work with our research analysts and sales force to ensure our best institutional accounts are given access to management

  •        Utilize our internal systems to arrange all client meeting schedules

  •        Provide onsite support at event (group meetings, conferences, etc)

  •        Partner with our Corporate Events team on conferences

  •        Obtain feedback from institutional investors and draft feedback reports

  •        Prepare and present marketing materials, including pitch books and shareholder analysis for corporate clients

Required Qualifications:

  •        A basic understanding of the Equity/FICC business; minimum 1-2 years’ experience in industry

  •        Professionalism and comfort interfacing with senior management, both internally and with our corporate clients

  •        Proficiency with MS Office programs such as Excel, PowerPoint, Word and willingness to learn new systems and technologies

  •        Strong organizational skills and attention to detail

  •        Ability to communicate ideas in a professional and articulate manner

  •        Ability to multi-task and work under pressure

  •        Ability to work independently but also contribute to the team based atmosphere

  •        Demonstrated ability to work in a time sensitive environment

  •        Willingness to travel periodically for events held outside the NYC area (when appropriate)

  •        Quick learner with a pro-active approach

  • Flexible working style to be able to work successfully across several analyst teams 

  • Demonstrated team player mentality and the ability to develop relationships across a broad ranges of constituencies

Preferred Qualifications:

  •        Knowledge and aptitude for understanding companies and stocks, fundamental analysis, financial statements and valuation

  •        Demonstrated ability to make good business judgments quickly and pro-actively ask questions

  •        Strong written and interpersonal skills

  •        Experienced Corporate Access professional with 2-5 years’ experience

  •        Experience working on technology development projects

  •        Working knowledge of Bloomberg, Ipreo/BidDough, and Factset


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Check out the New York City office

Located in midtown Manhattan, we’re right across from Bryant Park and a short walk to Times Square, Broadway theaters, Grand Central Station, excellent shops and world-class restaurants.

Street-level photo looking up at Bank of America tower
Aerial photo of ice skating rink
Aerial photo of people on trading floor

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036