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Corporate Access Specialist

2 months ago


Minneapolis, Minnesota, United States First National Bank of Omaha Full time

At Northland, our employees are the heart of our story-and we're committed to their success Please see below the details of this career opportunity and how it fits into our organization's success.

Our Modern, Flexible Workplace:

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to work from anywhere at any time, allowing for more flexibility in where and how you work. We know that choice and flexibility are important to you. We also recognize that flexible and remote positions can become opportunities for military partners, caregivers, and individuals with disabilities to thrive at our company. We invite you to consider what a Modern, Flexible Workplace can mean for you
It is anticipated that an incumbent in this role will work onsite for three (3) or more days a week and will have a dedicated workspace when working onsite. Work location is subject to change based on business needs.

Summary of the Job:

Northland Capital Markets, a full-service investment bank that provides financing and M&A advisory to corporate clients and strong, actionable research-driven ideas for our institutional investors, is currently seeking a Corporate Access Professional to join our team.

About This Role:

  • Drive all aspects of the corporate access process for US-based companies visiting institutional investors in the United States and Canada, including non-deal roadshows, fieldtrips, management events, symposiums, and conferences.
  • Originate corporate access events by working closely with company management, institutional equity sales and equity research analysts.
  • Work with sales and research to identify institutional client interest to meet with specific companies.
  • Execute planning and logistics for all stages of corporate access events (virtual and in-person).
  • Deliver high quality client service and excellent execution.
  • Ability to work outside normal business hours, as needed.
  • Develop and manage external relationships with company management (CEO, CFO and Investor Relations).
  • Develop and maintain internal relationships with sales, research, capital markets and banking to drive our non-deal marketing effort.
  • Develop and manage external relationships with Capital Markets and Syndicate teams for deal flow on equity offerings.
  • Develop and execute a comprehensive calendar of Corporate Access events, including non-deal roadshows, live deal roadshows, and virtual presentations.
  • Exhibit partnership and teamwork with other ECM employees in daily interactions as well as larger-scale projects.
  • Prioritize and execute multiple tasks in timely manner amid a fast-paced environment, consistently exhibiting professionalism, precision and follow through.
  • Responsibilities will be shared across logistics and planning, execution, proactive pitching and investor feedback coordination.
  • Assist with data management by keeping accurate records of all client interactions, events, and meeting materials.
  • Additional responsibilities and opportunities to learn and expand your knowledges of Capital Markets and Investment Banking.

The Ideal Candidate for This Role:

  • 2-5+ years in a corporate access, investor relations or related positions in the financial services industry (preferred)
  • Bachelor degree is preferred (preferably in related field)
  • Must be able to work independently and willing to do research to find solutions to hurdles.
  • Basic understanding of Capital Markets and Investment Banking
  • Work from Minneapolis office 3-4 days a week; will consider remote position outside of Minneapolis
  • Proficiency in Zoom for virtual meetings
  • Proficiency in MS Office Suite required: Word, PowerPoint, Excel and Outlook
  • Ability to execute events onsite when necessary; travel to conferences to execute conference meetings
  • Strong client service, relationship building, problem solving and communication skills

Equity, Diversity, & Inclusion:

We are committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this, we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact. We strive to reflect the diversity of the communities we serve in the makeup of our workforce.

See the full Equity, Diversity, & Inclusion Statement here

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.