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Americas Access Strategies Originator
Americas Access Strategies Originator-April 2024
New York
Apr 18, 2025
About Americas Access Strategies Originator

  Citi’s Global Access Strategies Division is the Client group, connecting our institutional clients with corporates, industry experts and theme related events, as part of our research advisory offering. The whole team works closely with Research, Equity Sales, Trading, and Banking. The team provides a comprehensive program of conferences, seminars and client events, either on enduring topics or through reacting rapidly to breaking news by marshalling key experts from Citi and tapping into external thought leaders. Citi works with over 6,000 corporates, academics and industry experts to deliver around 150,000 meetings to our clients per annum around the world.

  Job purpose:

  To work as part of Citi’s Access Strategies Teams to originate and organise Non Deal Roadshows, Conferences, Bespoke and Group Trips; build client relationships; market and sign up clients to our global events. Build strong relationships with Investor Relations. Our products target specific institutional clients to help increase our ranking within the institution.

  Responsibilities include:

  Driving all corporate access offerings: conferences, non-deal roadshows, group and bespoke investor trips, corporate lunches and any bespoke requests;

  Working with the wider Access Strategies team globally pitching roadshows and more discreet opportunities to IROs and CFOs;

  Building strong direct relationships with companies & investors in order to provide value added insight to help corporates effectively market their story and encourage greater corporate access flow through Citi;

  Working with sales to identify the right investor targets; responsible for filling schedules and reacting to last minute changes;

  Working with sales to ensure there is higher quality feedback product delivered to the corporate clients post the Citi sponsored roadshows;

  Leverage and develop a strong corporate network

  Compliance responsibilities:

  Comply with the ethical standards contained in the Citi Code of Conduct;

  Adhere to firm policies and procedures, regulatory and legislative requirements.

  Key competencies:

  • Exceptional organizational and problem solving skills;

  • Excellent written and verbal communication skills with the ability to convey ideas in a comprehensive manner;

  • Strong interpersonal skills coupled with superior influencing and negotiation skills;

  • Very strong ability to prioritize multiple tasks simultaneously;

  • Strong attention to detail an absolute must;

  • Ability to work in a pressured and changing environment;

  • Pro-active and self-motivated attitude;

  • Commitment to quality and client satisfaction

  • Ability to work autonomously as well as part of a regional and global team;

  • Strong skills with Microsoft Office (Excel, Word and PowerPoint).

  Business knowledge:

  8+ Years relevant experience in the Financial Industry;

  Degree or business diploma qualified.

  Understanding of global markets and working within a large financial company;

  Understanding of institutional investors

  Access Strategies Origination Manager based in New York

  DIR level hire with 8+ years corporate access or relevant experience. Working as part of the Global Access Strategies Team, closely with the NAM Research & Sales Teams. We are looking for candidates with excellent written and verbal communication skills who are willing and able to work in a fast paced time pressured environment.

  Job Family Group:

  Research

  Job Family:

  Equity Access Strategies

  Time Type:

  Full time

  Primary Location:

  New York New York United States

  Primary Location Salary Range:

  $170,000.00 - $300,000.00

  Citi is an equal opportunity and affirmative action employer.

  Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

  Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

  View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

  View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .

  View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)

  Citi is an equal opportunity and affirmative action employer.

  Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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