Corporate Access Conference Associate

Who We Are:

Oppenheimer & Co. Inc. is a diversified financial services firm offering a wide array of investment banking securities investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance.

Job Description

Oppenheimer & Co. Inc. a leading mid-tier investment bank is currently seeking a Conference Coordinator to join our Corporate Access & Conference team to help plan and execute our 10 institutional investor conferences a year. The position is located in New York City.

The person will work alongside the conference team members to handle all company communications and interactions with the companies vendors clients and internal groups. Experience in a similar role preferably within the financial services industry is a plus. The candidate should be client-service oriented highly organized and technologically savvy. The ability to handle multiple tasks and a high volume of emails in a time-sensitive manner is critical for this particular position. This role requires strategic thinking the ability to take initiative and strong communication skills (the ability to manage multiple personalities is a plus).

The Conference Coordinator will be the front face for coordinating and executing our investor conferences.

Responsibilities include:

Managing the presenter and client registration process and experience;

Creating and tracking of invitations to the conferences;

Coordinating the conference agenda with the companies analysts and bankers;

Creating and distributing weekly reports including company status updates and RSVP reports;

Creating marketing materials for the conferences;

Acquire knowledge of institutional account base and the financial services industry;

Oversee and project manage the technical needs of the virtual conferences (digital platforms webcasting website and database management);

On-site management of in-person conferences;

Assist with event logistics on corporate access or other events on an as needed basis;

Assist with various ad-hoc projects which could include data entry event reporting and onsite event support.

Qualifications:

Bachelors Degree required and ideally 2 years in conference planning or corporate events;

Corporate Access Roadshow coordinator or Event Marketing experience a plus

High proficiency in web-based registration and meeting scheduling software

Must have excellent computer skills; proficient use of Word Excel Outlook Access Powerpoint Internet and database management; working knowledge of Meetmax and Singletrack a plus;

Exceptional attention to detail must be self-motivated articulate and possess excellent verbal written communications strong interpersonal skills;

Ability to manage stress professionally and work under pressure

Team player and willingness to assist on all events as needed

Ability to manage multiple events and NDRs at any given time. The ability to multi-task several projects in a fast-paced environment with short timeframes effectively is critical

Ability to travel and work long hours when necessary

Compensation:

For job postings in New York City Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills qualifications experience licensure and certifications and other business and organizational needs. A reasonable estimate of the current base salary range is $70000.00 - $100000.00 at the time of this posting. Also certain positions are eligible for additional forms of compensation such as discretionary bonus.

Required Experience:

IC