Roadshow Coordinator – Equity Roadshow Deal… at Chase · 270 Park…

Summary: Chase is a leading financial institution offering innovative financial solutions. The Roadshow Coordinator will support the Equity Roadshow Deal Desk by coordinating logistics for US equity marketing roadshows, ensuring seamless client experiences through effective communication and organization. Responsibilities: - Coordinate equity marketing roadshows for primarily US equity deals, partnering closely with deal teams and clients - Plan and manage logistics for live meetings across cities, including scheduling, cars, flights, and hotels - Set up and support virtual engagements (e.g., Zooms, conference calls), ensuring smooth execution and attendance - Send daily schedule updates to clients and internal groups with changes, confirmations, and contingencies clearly documented - Communicate professionally with internal and external stakeholders via phone and email; escalate issues with urgency and clarity - Apply sound judgment in confidential situations; proactively identify and resolve risks or conflicts in schedules and logistics - Leverage technology and best practices to improve workflow efficiency and client experience across engagements Required Qualifications: - Proficiency in Microsoft Office, including Excel and PowerPoint; familiarity with an event management system - Outstanding organizational and communication skills; responsive, reliable, and client-service oriented - Demonstrated tact and good judgment in confidential situations; proven experience interacting with clients - Ability to thrive in a fast-paced environment; strong time management, multi-tasking, and prioritization skills; team player - Creative problem-solving abilities with a strong ability to leverage technology and best practices - Ability to adapt procedures, processes, and techniques to support full roadshow execution - Bachelor's degree (college degree) required Preferred Qualifications: - 1–3 years of experience in roadshow marketing and/or corporate access - Experience coordinating executive or client-facing events with complex, multi-city logistics - Comfortable managing virtual meeting platforms and conference call technology for large groups - Familiarity with financial services environments and high-profile client expectations Required Skills: Microsoft Excel, Microsoft PowerPoint, Event management system, Virtual meeting platforms, Conference call technology, Roadshow marketing, Corporate access, Financial services environment Benefits: Comprehensive health care coverage, On-site health and wellness centers, A retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching