Role summary:

　　Demonstrates a working knowledge in meeting and event planning, works independently on standard and recurring assignments, under direct supervision of more senior staff on complex projects and tasks. Responsible for company meetings, basic experience working closely with company management, investor relations, brokers and the Investment Group (IG). Assist with the design, development, planning, execution, budgeting, risk mitigation and outcomes. Partners with IG and the Corporate Access team to strategically execute investment research meetings, which are critical to the investment research process, impacting investment decisions. Guides and executes the planning from an initial concept through completion, while enhancing and materializing ideas.

　　Primary responsibilities/essential functions:

　　Coordinates research trips, hosted conferences, industry expert events and partnered broker conferences.Basic understanding of companies, industry sectors/clusters to strategically prioritize and schedule programs.Executes and assists with global meetings and events from concept to execution including schedule, format, venue management, audio/visual technology, attendee management, food and beverage, transportation, accommodations, staffing, and budget management.Selects, recommends, and negotiates all vendor and venue contracts, while considering costs, risks, and service outcomesServe as a resource to othersProactively shares ideas/informationParticipate in special projects that benefit the operations of the departmentPerforms additional responsibilities as assigned.Plans and executes multi-channel projects that include audio visual, live experiential events, video production, social and digital customer journeys and the vendors that support these areasPrioritizes and manages multiple meetings, timelines, stakeholders, partners and vendors to meet business needs.Manage attendee communication including pre-event marketing, invitations, registration and respond to event inquiries.Post event analysis, including issuing surveys, analyzing trends, and evaluating meeting effectiveness (ROI). Establishes lessons learned to improve future meetings.Oversee onsite attendees monitoring meeting attendance, attendee health/safety, live travel status and ground transportation.Manage response and communication around emergency health and safety situations including associate illness, injury, etc.Manage and maintain the CRM database, distribution lists and other investor-related databases.Build relationships with Company Investor Relations teams and have a broad understanding of their requirements (i.e., blackout periods).

　　Industry Best Practice Research

　　Basic knowledge of assigned sector or country coverage to make recommendations for the best business and operational outcomes.Monitor industry trends, competitive landscape, social media, and device landscape to inform and inspire the development of new event experiences and activations.Stays informed of venues, market rates, and meeting planning execution best practices.

　　Business/Technical Skills

　　Basic project management skillsCreative and decisive problem solverDemonstrates sound judgement in resolving matters of low complexityDevelop and maintain effective professional relationships with key external and internal customers, business units, vendors and colleaguesFamiliar with industry sectors/clusters (e.g. Financial, Tech, Healthcare, etc.), disaggregation policy and managing confidential material.Identifies inefficiencies/issues, recommends solutions.Demonstrates a working knowledge of event technology including, CorpAxe, CVENT, WebEx, Google Suite, Zoom and Microsoft Office and other virtual event platforms.Intermediate technology background - event websites and mobile event applicationsProficient in adapting to cultural sensitivities and normsHandle sensitive information and maintain data confidentially.

　　Working conditions:

　　Travel required (up to 30%), can include travel to other regionsRequired to do extensive standing and walking (up to 8 hours a day)Flexible schedule can include irregular hours/evenings/early mornings/weekendsMay be required to drive personal vehicle to eventsAbility to transport supplies and materials that weigh up to 50lbs/23kgs

　　In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

　　You can learn more about our compensation and benefits here.

　　We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.