Corporate Access Specialist

In this dynamic and high-visibility role, you will have the unique opportunity to directly shape global investment strategies by acting as the vital bridge between top-tier corporate leaders and internal investment professionals. Partnering with Aquent to join a world-renowned global investment management firm, your strategic insights and relationship-building expertise will drive high-impact connections at the highest levels of the financial industry, directly influencing critical decisions and contributing to long-term market success.

About Our Partner Client

Aquent is proud to partner with a leading global investment management firm, renowned for its unwavering commitment to long-term investment principles and dedication to delivering exceptional results for clients worldwide. This organization cultivates an environment of profound research, collaborative spirit, and strategic partnerships, empowering its professionals to make a significant and lasting impact on global markets.

The Opportunity

Are you ready to step into a high-impact opportunity where you will become a trusted partner focusing on key industry sectors? In this role, you will act as a strategic partner to internal investment professionals, orchestrating targeted engagement with corporate management teams, Investor Relations (IR) professionals, industry experts, and key market participants. This is your chance to make a tangible difference in the investment research process and contribute directly to global market success.

What You Will Do

• Cultivate and strengthen strategic relationships with CEOs, CFOs, IR directors, sell-side partners, and third-party expert providers, articulating the firm's long-term investment philosophy to build trust and expand engagement opportunities.
• Develop a deep understanding of portfolio managers' and research analysts' coverage priorities, proactively identifying, originating, and suggesting high-impact management meetings, site visits, conferences, expert interactions, and field trips.
• Independently source, organize, and navigate complex scheduling and stakeholder dynamics for corporate access events, partnering with internal meeting planners to ensure seamless execution.
• Collaborate closely with regional colleagues across various geographies, as well as internal teams supporting compliance, research data, and technology functions.
• Maintain accurate tracking and activity metrics within industry-standard research systems, leveraging modern productivity and AI-driven platforms to streamline workflow efficiency.

Must-Have Qualifications

• 5 to 8+ years of direct experience in Corporate Access, Investor Relations, Equity Research / Sell-Side Research, Institutional Sales, or Investment Banking within financial services or asset management.
• Strong understanding of capital markets, public company corporate structures, and the investment research lifecycle.
• Proven track record of interacting directly with C-suite executives and senior stakeholders with high professional maturity, poise, and discretion.
• A self-starter who thrives in a fast-paced, research-driven environment, comfortable taking initiative, managing competing priorities, navigating rejection, and swiftly pivoting strategies.
• Proficiency in Microsoft Office Suite.
• Experience with industry platforms such as CorpAxe, CapIQ, Bloomberg, FactSet, or SAP FIQ.
• Familiarity with AI tools and workflow assistants (e.g., ChatGPT, Microsoft Copilot) to optimize productivity.
• Bachelor's degree required.
• Ability to travel as client engagement evolves.

Nice-to-Have Qualifications

• Sector expertise in Industrials or Small Cap.
• CFA (or progress toward), Investor Relations Certificate (IRC), MBA, or relevant industry certifications are advantageous.