Corporate Access Specialist

Corporate Access Specialist

New York, NY (Onsite)

12-Month Contract

SGX20799

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Solugenix is assisting a client, a prestigious and large investment management company, in their search for an Corporate Access Specialist . This is a 12-month contract opportunity based out of New York, NY (Onsite).

We are seeking a confident, relationship-oriented professional with direct experience in Corporate Access, Investor Relations, sell-side research, institutional sales, investment banking, or a related investment-industry role. The successful candidate will be a self-starter who thrives in a fast-paced environment, builds credibility quickly with internal and external stakeholders, and proactively identifies opportunities that add value to the investment process.

Qualifications:

Required Experience

• 5-8+ years of direct experience in Corporate Access, Investor Relations, institutional sales, equity research, investment banking, or another client-facing role within financial services.
• Direct experience working with public company management teams and Investor Relations professionals strongly preferred.
• Strong understanding of capital markets, public companies, and the investment research process.
• Knowledge or experience within Industrials, small cap or related sectors is a plus.

Professional Attributes

• Demonstrated ability to work independently, exercise sound judgment, and operate effectively with limited oversight.
• Proven track record of building trusted relationships with senior executives, Investor Relations teams, and investment professionals.
• High degree of professional maturity, executive presence, and confidence interacting with C-suite executives and senior stakeholders.
• Strong commercial curiosity and desire to continually learn about companies, industries, and market dynamics.
• Exceptional organizational skills with the ability to manage multiple priorities simultaneously in a fast-paced environment.
• Strong attention to detail without losing sight of broader business objectives.
• Resourceful problem solver who takes initiative and drives outcomes.
• Collaborative team player who enjoys working across functions and global teams.

Communication & Technical Skills

• Exceptional interpersonal, written, and verbal communication skills.
• Ability to influence and communicate effectively with stakeholders at all levels of an organization.
• Experience handling confidential and sensitive information with discretion and integrity.
• Proficiency in Microsoft Office Suite required.
• Experience with CorpAxe, CapIQ, Bloomberg, FactSet, or similar industry platforms preferred.
• Familiarity with AI and productivity tools is a plus.

Education

• Bachelor's degree required.
• CFA, CFA Foundations, Investor Relations Certificate, MBA, or other relevant certifications are a plus.

Key Responsibilities:

Develop and Strengthen Strategic Relationships

• Build and maintain strong relationships with corporate management teams, Investor Relations professionals, sell-side partners, industry experts, and third-party providers.
• Serve as a trusted representative of Client when engaging with CEOs, CFOs, Investor Relations teams, and other senior leaders.
• Proactively identify and cultivate new relationship opportunities that align with investment team priorities.
• Educate external stakeholders on Client's long-term investment philosophy and research process to strengthen awareness, trust, and engagement.

Partner with Investment Professionals

• Develop a deep understanding of analyst and portfolio manager research priorities, investment philosophies, and sector interests.
• Act as a strategic partner to investment professionals by identifying and originating high-impact meetings, events, and research opportunities.
• Anticipate investment team needs and proactively deliver relevant access opportunities that support investment decision-making.
• Facilitate relationship-building opportunities for newly assigned analysts by leveraging insights into company preferences and stakeholder dynamics.

Originate and Execute Corporate Access Opportunities

• Independently source, organize, and manage corporate access engagements, including management meetings, conferences, site visits, field trips, expert engagements, and conference calls.
• Research companies, management teams, industries, and market developments to identify differentiated access opportunities.
• Navigate complex scheduling and relationship challenges while maintaining a high level of responsiveness, professionalism, and attention to detail.
• Partner with meeting planners and internal stakeholders to ensure seamless execution of events and engagements when logistical support is required.

Collaborate Across a Global Organization

• Work closely with colleagues across the Global Corporate Access team in North America, Europe, and Asia to deliver coordinated experience for investment professionals.
• Partner with teams across the organization, including Compliance, Meetings & Events, Research Data Services, Technology, and Sales.
• Maintain accurate records and reporting related to corporate access activity and utilization within CorpAxe.
• Contribute to team initiatives, process improvements, and broader efforts to enhance the Corporate Access program globally.

Pay Range for CA, CO, IL, NJ, NY, WA, and DC: $78/hour to $78/hour. Starting rate of pay offered may vary depending on factors including but not limited to, position offered, location, education, training, and/or experience.

Solugenix will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and Ordinance. Applicants do not need to disclose their criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.

About the Client

Our client is an American financial services company. It ranks among the world's oldest and largest investment management organizations. They have offices globally.

About Solugenix

Solugenix is a leader in IT services, delivering cutting-edge technology solutions, exceptional talent, and managed services to global enterprises. With extensive expertise in highly regulated and complex industries, we are a trusted partner for integrating advanced technologies with streamlined processes. Our solutions drive growth, foster innovation, and ensure compliance—providing clients with reliability and a strong competitive edge.

Recognized as a 2024 Top Workplace, Solugenix is proud of its inclusive culture and unwavering commitment to excellence. Our recent expansion, with new offices in the Dominican Republic, Jakarta, and the Philippines, underscores our growing global presence and ability to offer world-class technology solutions. xhyhwjd Partnering with Solugenix means more than just business—it means having a dedicated ally focused on your success in today's fast-evolving digital world.