Overview
Duration: 12 months with possible extension 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. As a pivotal member of this team, you will serve as a critical link, directly influencing investment decisions and outcomes by fostering high-impact connections between C-suite leadership and the investment research process. This is an exciting, high-visibility opportunity for a confident and relationship-oriented professional to join a dynamic team focused on cultivating essential connections. 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 unique role allows you to become a trusted bridge, focusing on 1 to 2 key industry sectors, where your efforts will directly shape investment strategies and contribute to the firm's continued 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.
- Travel may occur 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.
|