Research Coordinator

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