Research Coordinator 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. They will work with Corbet's Broker Relations/ Corporate Access in helping investment staff liaise with our sell side counterparts. This role requires high attention to detail. He/She will work collaboratively and effectively with all levels of management, staff, clients, and external partners.
In the role of Research Coordinator, the employee will be responsible for the following:
· 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
In order to effectively represent the Company and communicate with clients, a Corbet's Research Coordinator should possess the following attributes:
· Corporate Access knowledge
· Collaborative Team Player
· Analytical Thinker
· Intellectually Curious
· Strong written and verbal communication skills
· Microsoft Office Suite, specifically Excel, Outlook, PowerPoint