Markets Investor Access Coordinator

The Investor Access - Coordinator is responsible for supporting the planning coordination and execution of investor access and corporate access events within the J.P. Morgan CIB business covering services for Global Markets business. This role plays a critical part in connecting institutional investors with corporate management teams through conferences investor tours non-deal roadshows expert events field trips bespoke meetings and other market-facing access opportunities.

The successful candidate will work closely with internal partners across Sales Research Banking Corporate Meetings & Events and multiple regional Investor Access teams to coordinate schedules manage event logistics maintain accurate event data and help deliver a high-quality experience for both corporate and investor clients. The role requires strong organization sound judgment attention to detail and the ability to perform in a fast-paced client-facing environment shaped by real-time market activity and changing priorities.

Key Responsibilities

• Coordinate the end-to-end execution of investor access events including conferences non-deal roadshows investor tours site visits expert meetings sector events and bespoke investor/corporate interactions.
• Manage event logistics across in-person virtual and hybrid formats including venue selection meeting room bookings catering transportation audiovisual requirements dial-in / telepresence arrangements hotel coordination and on-site support where required.
• Support meeting scheduling between investor clients and corporate management teams ensuring schedules are optimized stakeholder requests are captured accurately and changes are managed efficiently through the pre-event and live-event cycle.
• Partner with event hosts sponsors analysts research sales sales trading bankers and company management teams to understand event objectives audience needs and key deliverables and translate those into effective execution plans.
• Maintain event details schedules registrations attendance records and related data in internal event management platforms and shared resources ensuring timely and accurate updates before during and after events.
• Prepare and distribute invitations schedules logistics notes client communications and selected marketing/event materials to internal and external stakeholders as required.
• Track budgets invoices expenses approvals and related documentation in accordance with internal procedures and required expense management processes.
• Ensure all activities are executed in line with legal compliance risk control and expense policies including obtaining necessary approvals and maintaining appropriate records.
• Generate post-event reports attendance updates scheduling statistics and other management information to support internal review client reporting and future event planning.
• Contribute to continuous improvement by updating best-practice documentation maintaining vendor and event resources identifying process enhancements and helping strengthen the overall client experience across the Investor Access platform.

Required Qualifications Capabilities and Skills

• Experience in event coordination meeting management corporate access investor access client service or a related function within financial services capital markets or an investment banking environment.
• Strong organizational and project management skills with the ability to manage multiple workstreams deadlines and stakeholder requests simultaneously.
• Excellent verbal and written communication skills with confidence interacting with internal partners senior stakeholders corporates and institutional clients.
• Time coverage will need to be flexible based on regional support required