Assistant - Corporate Access (Roadshow Coordination) in Birmingham

We are seeking an Assistant to join a Corporate Access team supporting the coordination and execution of non-deal roadshows for institutional clients. The role focuses on delivering seamless logistical support for investor engagement events, ensuring a high standard of execution across in-person and virtual meetings.

The Corporate Access function connects corporate clients with institutional investors, facilitating engagement through carefully planned roadshows and meetings across global markets. This role is central to ensuring these interactions are delivered smoothly, efficiently, and with a high level of professionalism.

• Manage end-to-end logistics for non-deal roadshows, ensuring seamless execution across all stages.
• Maintain accuracy and integrity of scheduling systems, ensuring all event information is current.
• Handle last-minute changes and schedule adjustments, ensuring all stakeholders are informed in real time.
• Update internal systems post-event with final attendance and meeting outcomes.
• Coordinate travel arrangements including flights, hotel bookings, and ground transportation.
• Organize visa requirements and ensure compliance with travel documentation needs.
• Arrange catering, meeting facilities, and AV requirements as needed.
• Print and prepare presentation materials and investor documentation.
• Prepare investor profiles and supporting materials for meetings.
• Ensure accuracy of calendar invites across both investor and corporate calendars.
• Coordinate virtual meeting logistics, including connection setup and troubleshooting support.
• Process and reconcile expenses related to roadshow activity.
• Ensure accurate recordkeeping of meetings, attendees, and event data.
• Work closely with internal teams, corporate clients, and investors to ensure smooth execution of events.
• Collaborate effectively with assistant teams across multiple regions and time zones.
• Maintain clear and consistent communication with all stakeholders.

• Previous experience in an administrative or coordination role within financial services or a corporate environment.
• Strong organizational and multitasking abilities with excellent attention to detail.
• Ability to prioritize competing tasks in a fast-paced, time-sensitive environment.
• Strong interpersonal and teamwork skills, with experience collaborating across global teams.
• Clear, confident, and professional communication skills (written and verbal).
• Proactive approach with the ability to take initiative and follow through independently.
• Strong judgment, discretion, and professionalism in handling sensitive information.
• Calm under pressure with the ability to manage multiple concurrent deadlines.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and virtual meeting tools such as Zoom.

• Experience supporting events, roadshows, or investor relations functions is advantageous.
• Strong service orientation with a client-focused mindset.
• High level of diplomacy, integrity, and professionalism.
• Willingness to travel to London during peak periods (approximately 6 weeks per year) and occasionally throughout the year.

This role is part of a high-performing Corporate Access team responsible for delivering best-in-class investor engagement experiences. The position requires strong coordination skills, attention to detail, and the ability to operate effectively in a high-pressure, client-facing environment.