Investment Banking, Roadshow Coordinator, Capital Markets
TD Bank
**Work Location** :
New York, New York, United States of America
**Hours:**
40
**Line of Business:**
Sales & Customer Distribution Support
**Pay Detail:**
$80,000 - $115,000 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**Preferred Qualifications:**
We are seeking a Roadshow Coordinator to join our team in New York. The position will focus on deal related roadshow marketing and a high volume of logistics, prepare schedules for internal teams and corporate clients, heavy data entry and multi-task within a fast-paced and dynamic environment.
**RESPONSIBILITIES**
+ Work closely with a Managing Director, providing the full suite of administrative support for all ECM roadshow marketing and execution
+ Coordinate investor meetings, conference calls and events
+ Arrange roadshow logistics including, hotels, ground transportation, air travel and catering
+ The role will require ownership of updating database systems (iPreo/iPlanner) with all deal related meetings and assist with event reporting
+ Assist with tracking meetings and projects in internal systems
+ Ability to work through high volume logistics, calendar invites, zoom webinars, and manage other various requests for roadshow virtual and in-person meetings
+ Prepare marketing materials
+ Coordinate with corporate management teams as needed and work across Sales & Trading, Research, Banking and Capital Markets
+ Multi-task within a high demand and dynamic environment while focusing on details
+ Manage heavy data entry and excel management
+ Assist with ad hoc projects, special events and requests as required
**QUALIFICATIONS**
+ Bachelor’s degree and 3-5 years of administrative support or related positions in the financial services industry
+ Proficiency in Microsoft Suite (Outlook, Excel, Word and PowerPoint), Zoom and MS Teams
+ Knowledge of iPreo/iPlanner is a plus (or similar planning platforms)
+ Motivated, proactive and creative problem solver
+ Excellent communication and written skills
+ Strong attention to detail, coordination, and multi-tasking capability
+ Enthusiastic and strong team player with a calm approach and willingness to pivot across multiple projects and teams, adaptable with a can-do attitude
+ Ability to work independently on projects and requests
+ Flexibility with work hours – willingness and ability to work extended hours when necessary
The Event Planning Coordinator assists with the coordination and execution of special events, meetings and programs. Operates across departmental lines for specific corporate, retail and departmental projects as assigned, which includes participating in cross-training to develop growing expertise.
**Depth & Scope:**
+ Supports department through specific project fulfillment and assignments
+ Completes projects as needed, to meet deadlines as part of group activity
+ Receives cross training in all genre of events management: Corporate, Retail and Conference Center
+ Coordinates and maintains event supply inventories, including event-specific items
+ Communicates with local markets on various event elements
+ Creates and processes event orders with vendors and perform necessary follow-up
+ Prepares event materials and supplies for transport
**Education & Experience:**
+ Undergraduate Degree or Community College Diploma
+ 1+ years' related experience
**Who We Are**
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (http://hrportal.ehr.com/tdtotalrewards)
**Additional Information:**
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
**Interview Process**
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
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