Job Description: The Senior Roadshow Manager is responsible for overseeing the entire roadshow lifecycle, from planning to execution, ensuring effective communication and coordination among various stakeholders. This role involves managing schedules, logistics, and budgets for roadshows and investor meetings, while also providing mentorship to junior team members. The position requires extensive experience in roadshow management within the banking sector and strong organizational and communication skills. The Senior Roadshow Manager will act as a team leader in the absence of the Head of PCM Roadshows and ensure compliance with regulatory requirements.
Key Responsibilities:
- Support Issuer throughout full roadshow lifecycle from conception to completion
- Create, manage and distribute roadshow schedules for deal and non-deal related roadshows
- Fully support Syndicate desk following all deal-type announcements on Bloomberg
- Research, price and manage booking of all virtual Global Investor Calls (GICs), Company Results Calls/Webinars, Bank Meetings
- Research, price and manage booking of suitable venues across Europe, Middle East and Asia for a range of group events
- Responsible for the completion and filing of external pro forma meeting contracts
- Research, price and manage booking of suitable flights, accommodation and ground transportation
- Book and manage sharing presentations via independent suppliers/data rooms
- Book and manage WebEx/Teams virtual Small Group calls for external clients and investors
- Disseminate calendar invitations for all meeting types to Issuers, Investors, Banking and JLMs
- Host all virtual Small Group meetings and ensure smooth-running of meetings
- Collate and reconcile costs and liaise with the department's accounts team for accurate billing
- Provide mentorship to junior team members; support and guide where necessary
- Responsible for training of new team members
- Act as Team Leader in the absence of Head of PCM Roadshows
- Act as an ambassador for on site at London external events
- Support US Roadshow desk when absent on vacation
- Ensure compliance with regulatory requirements and internal policies
Skills Required:
- Extensive experience in strategic roadshow planning - minimum 10+ years
- Extensive experience in roadshow management best practice and tools
- Comprehensive experience in roadshow management in the banking sector
- Demonstrated ability to deal with strong personalities and at C-suite level
- Strong roadshow management skills
- Excellent organisational skills
- Ability to multi-task and manage multiple deadlines
- Exceptional time management skills
- Attention to detail - methodical approach to work
- Excellent communication skills (both written and spoken)
- High level of numeracy
- Advanced skills in Excel, Word and intermediate skills in Powerpoint
- Creativity and ability to think from different perspectives
- Excellent interpersonal skills
- Ability to work effectively in a team or as an individual contributor
Salary (Rate): undetermined
City: London
Country: United Kingdom
Working Arrangements: on-site
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Core accountabilities of role
· Support Issuer throughout full roadshow lifecycle from conception to completion
· Create, manage and distribute roadshow schedules for deal and non-deal related roadshows
(Corporate, EM, HY, FIG, SSA Roadshows)
· Fully support Syndicate desk following all deal-type announcements on
Bloomberg. Responsible for:
- Sales announcements for Deal Related Marketing and Non Deal Roadshows
- Direct liaison with Investors
- Meeting coordination/scheduling with Syndicate Desks at Joint Lead Manager (JLMs) for all
roadshow types
· Research, price and manage booking of all virtual Global Investor Calls (GICs), Company
Results Calls/Webinars, Bank Meetings
· Research, price and manage booking of suitable venues across Europe, Middle East and Asia
for a range of group events
· Responsible for the completion and filing of external pro forma meeting contracts
· Research, price and manage booking of suitable flights, accommodation and ground
transportation, working closely with travel providers CWT to ensure clients are receiving the
best travel options
· Book and manage sharing presentations via independent suppliers/data rooms (eg:
DealRoadshow)
· Book and manage WebEx/Teams virtual Small Group calls for external clients and investors
· Disseminate calendar invitations for all meeting types to Issuers, Investors, Banking and JLMs
· Host all virtual Small Group meetings when Logistics - Manage Issuer experience and
ensure smooth-running of meetings. Liaise with JLMs, Investors and Syndicates throughout
calls where required
· Collate and reconcile costs and liaise with the department's accounts team to ensure accurate
billing and reconciliation to external clients and other banks in a timely manner for each
roadshow/event (30 day turnaround post-roadshow)
· Provide mentorship to junior team members; support and guide where necessary
· Responsible for training of new team members
· Act as Team Leader in the absence of Head of PCM Roadshows;
- manage daily calendar
- liaise with Banking for upcoming marketing
- delegate workload to team
- provide daily updates to sales
- complete weekly calendar update for Syndicate
· Act as an ambassador for on site at London external events
· Support US Roadshow desk when absent on vacation
· Ensure that all activities and RS duties are carried out in full compliance with regulatory
requirements and internal policies
· Respect of Code of Conduct and Rules & Regulations
Knowledge, Skill and Experience
EXPERIENCE
· Essential: Extensive experience in strategic roadshow planning - minimum 10+ years
· Essential: Extensive experience in roadshow management best practice and tools
· Essential: Extensive and comprehensive experience in roadshow management in the banking
sector, preferably in a leading financial institution.
· Essential: Demonstrated ability to deal with strong personalities and at C-suite level
· Preferred: Previous Line Management responsibility
· Preferred: A-level and/or degree level qualification
COMPETENCIES
· Strong roadshow management skills
· Management skills
· Knowledge of the businesses and the key stakeholders
· Excellent organisational skills
· Ability to multi-task and manage multiple deadlines
· Ability to manage expectations of hosts and the business
· Exceptional time management skills
· Attention to detail - methodical approach to work
· Excellent communication skills (both written and spoken)
· High level of numeracy
· Deep understanding of the role of roadshows and corporate access in a broader communications
context
· Advanced skills in Excel, Word and intermediate skills in Powerpoint
· Languages preferred but not essential
PERSONAL QUALITIES:
· Creativity - ability to think from different perspectives in different situations
· Ability to remain calm in a highly-pressurised environment
· Open-minded, and proactive in the promotion of new ideas
· Excellent interpersonal skills - ability to liaise in a professional manner with all levels of staff /
management and external contacts (180 degrees)
· Ability to use initiative and sound judgement
· Ability to work effectively in a team or as an individual contributor
· Flexible, willing, enthusiastic and "hands-on" approach - ability to work flexible hours
· Confident to champion the bank as an ambassador
· Tactful and diplomatic - confidentiality / discretion required at all times
· Should be comfortable dealing with senior management on a day to day basis
Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.

Negotiable
London, United Kingdom
Undetermined
Onsite
Other
Not Specified
Job Description: The Senior Roadshow Manager is responsible for overseeing the entire roadshow lifecycle, from planning to execution, ensuring effective communication and coordination among various stakeholders. This role involves managing schedules, logistics, and budgets for roadshows and investor meetings, while also providing mentorship to junior team members. The position requires extensive experience in roadshow management within the banking sector and strong organizational and communication skills. The Senior Roadshow Manager will act as a team leader in the absence of the Head of PCM Roadshows and ensure compliance with regulatory requirements.
Key Responsibilities:
- Support Issuer throughout full roadshow lifecycle from conception to completion
- Create, manage and distribute roadshow schedules for deal and non-deal related roadshows
- Fully support Syndicate desk following all deal-type announcements on Bloomberg
- Research, price and manage booking of all virtual Global Investor Calls (GICs), Company Results Calls/Webinars, Bank Meetings
- Research, price and manage booking of suitable venues across Europe, Middle East and Asia for a range of group events
- Responsible for the completion and filing of external pro forma meeting contracts
- Research, price and manage booking of suitable flights, accommodation and ground transportation
- Book and manage sharing presentations via independent suppliers/data rooms
- Book and manage WebEx/Teams virtual Small Group calls for external clients and investors
- Disseminate calendar invitations for all meeting types to Issuers, Investors, Banking and JLMs
- Host all virtual Small Group meetings and ensure smooth-running of meetings
- Collate and reconcile costs and liaise with the department's accounts team for accurate billing
- Provide mentorship to junior team members; support and guide where necessary
- Responsible for training of new team members
- Act as Team Leader in the absence of Head of PCM Roadshows
- Act as an ambassador for on site at London external events
- Support US Roadshow desk when absent on vacation
- Ensure compliance with regulatory requirements and internal policies
Skills Required:
- Extensive experience in strategic roadshow planning - minimum 10+ years
- Extensive experience in roadshow management best practice and tools
- Comprehensive experience in roadshow management in the banking sector
- Demonstrated ability to deal with strong personalities and at C-suite level
- Strong roadshow management skills
- Excellent organisational skills
- Ability to multi-task and manage multiple deadlines
- Exceptional time management skills
- Attention to detail - methodical approach to work
- Excellent communication skills (both written and spoken)
- High level of numeracy
- Advanced skills in Excel, Word and intermediate skills in Powerpoint
- Creativity and ability to think from different perspectives
- Excellent interpersonal skills
- Ability to work effectively in a team or as an individual contributor
Salary (Rate): undetermined
City: London
Country: United Kingdom
Working Arrangements: on-site
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Core accountabilities of role
· Support Issuer throughout full roadshow lifecycle from conception to completion
· Create, manage and distribute roadshow schedules for deal and non-deal related roadshows
(Corporate, EM, HY, FIG, SSA Roadshows)
· Fully support Syndicate desk following all deal-type announcements on
Bloomberg. Responsible for:
- Sales announcements for Deal Related Marketing and Non Deal Roadshows
- Direct liaison with Investors
- Meeting coordination/scheduling with Syndicate Desks at Joint Lead Manager (JLMs) for all
roadshow types
· Research, price and manage booking of all virtual Global Investor Calls (GICs), Company
Results Calls/Webinars, Bank Meetings
· Research, price and manage booking of suitable venues across Europe, Middle East and Asia
for a range of group events
· Responsible for the completion and filing of external pro forma meeting contracts
· Research, price and manage booking of suitable flights, accommodation and ground
transportation, working closely with travel providers CWT to ensure clients are receiving the
best travel options
· Book and manage sharing presentations via independent suppliers/data rooms (eg:
DealRoadshow)
· Book and manage WebEx/Teams virtual Small Group calls for external clients and investors
· Disseminate calendar invitations for all meeting types to Issuers, Investors, Banking and JLMs
· Host all virtual Small Group meetings when Logistics - Manage Issuer experience and
ensure smooth-running of meetings. Liaise with JLMs, Investors and Syndicates throughout
calls where required
· Collate and reconcile costs and liaise with the department's accounts team to ensure accurate
billing and reconciliation to external clients and other banks in a timely manner for each
roadshow/event (30 day turnaround post-roadshow)
· Provide mentorship to junior team members; support and guide where necessary
· Responsible for training of new team members
· Act as Team Leader in the absence of Head of PCM Roadshows;
- manage daily calendar
- liaise with Banking for upcoming marketing
- delegate workload to team
- provide daily updates to sales
- complete weekly calendar update for Syndicate
· Act as an ambassador for on site at London external events
· Support US Roadshow desk when absent on vacation
· Ensure that all activities and RS duties are carried out in full compliance with regulatory
requirements and internal policies
· Respect of Code of Conduct and Rules & Regulations
Knowledge, Skill and Experience
EXPERIENCE
· Essential: Extensive experience in strategic roadshow planning - minimum 10+ years
· Essential: Extensive experience in roadshow management best practice and tools
· Essential: Extensive and comprehensive experience in roadshow management in the banking
sector, preferably in a leading financial institution.
· Essential: Demonstrated ability to deal with strong personalities and at C-suite level
· Preferred: Previous Line Management responsibility
· Preferred: A-level and/or degree level qualification
COMPETENCIES
· Strong roadshow management skills
· Management skills
· Knowledge of the businesses and the key stakeholders
· Excellent organisational skills
· Ability to multi-task and manage multiple deadlines
· Ability to manage expectations of hosts and the business
· Exceptional time management skills
· Attention to detail - methodical approach to work
· Excellent communication skills (both written and spoken)
· High level of numeracy
· Deep understanding of the role of roadshows and corporate access in a broader communications
context
· Advanced skills in Excel, Word and intermediate skills in Powerpoint
· Languages preferred but not essential
PERSONAL QUALITIES:
· Creativity - ability to think from different perspectives in different situations
· Ability to remain calm in a highly-pressurised environment
· Open-minded, and proactive in the promotion of new ideas
· Excellent interpersonal skills - ability to liaise in a professional manner with all levels of staff /
management and external contacts (180 degrees)
· Ability to use initiative and sound judgement
· Ability to work effectively in a team or as an individual contributor
· Flexible, willing, enthusiastic and "hands-on" approach - ability to work flexible hours
· Confident to champion the bank as an ambassador
· Tactful and diplomatic - confidentiality / discretion required at all times
· Should be comfortable dealing with senior management on a day to day basis
Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.


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