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Roadshow Coordinator

Remote: 
Full Remote
Contract: 
Full time
Salary: 
80 - 100K yearly
Experience: 
Expert & Leadership (>10 years)
Work from: 
District of Columbia (USA), United States

Offer summary

Qualifications:

Experience in roadshow management, Strong organizational skills for complex schedules, Excellent communication and stakeholder management, Proficient in Microsoft Office Suite, Ability to work under pressure.

Key responsabilities:

  • Manage and optimize travel schedules
  • Collaborate with sales and corporate teams
  • Create and adjust marketing schedules
  • Maintain view of scheduled trips
  • Track and report on travel spending
Capstone logo
Capstone https://capstonedc.com/
51 - 200 Employees
About Capstone
Capstone is a global strategy firm helping corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. With offices in Washington, DC, Houston, London, Paris, Mumbai and Sydney, our work explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. We work with a diverse group of corporate and investor clients producing actionable investment research based on our deep-dive analysis of public policy.
See more Capstone offers

Job description

Our Roadshow Coordinator will work across teams to manage and maximize Capstone's marketing efforts, ensuring efficiencies as well as productivity. The Coordinator will work with our three sales teams and the research teams as trips are planned, will ensure schedules are full, eliminating conflicts and gathering the appropriate marketing materials for each trip. Our ideal candidate should be a highly organized, detail oriented person who excels at working with people and prioritizing tasks. 

  • Manage, coordinate, and optimize travel schedules for analysts across multiple sales team and the Corporate Business Development team.
  • Collaborate with Sales and Corporate BD teams to ensure that trips are maximized for efficiency, combining corporate, private equity, and capital market client meetings.
  • Create and manage a 3-month, forward looking marketing schedule, adjusting based on firm priorities and client needs
  • Ensure scheduling aligns with firmwide marketing and revenue goals set by the Sales & Corporate team.
  • Maintain an up-to-date view of all scheduled trips, coordinating across sales and senior leadership.
  • Serve as the primary contact for all Company Client travel and event requests; act as a gatekeeper to ensure alignment with broader company priorities.
  • Track and report on travel spending, ensuring cost-effectiveness and identifying opportunities for savings.
  • Work closely with Head of Sales to adjust trip plans based on company need sand objectives.
  • Provide real-time schedule updates and work with the sales teams to adjust trips as necessary.

Qualifications

  • Experience in roadshow management, preferably in a FS and IB environment a plus
  • Strong organization skills, with the ability to manage multiple complex schedules
  • Excellent communication and stakeholder management skills, with a customer-focused mindset.
  • Proficient in Microsoft Office Suite, particularly Excel and PowerPoint.
  • Ability to work under pressure and manage tight deadlines in a fast-paced environment.

Capstone offers a competitive benefits package, including health, vision, dental insurance, paid vacation, travel stipend and 401(k). The expected compensation for this role will be $80,000-$100,000 per annum with eligibility in Capstone's annual bonus pool.  

This position is based in our Washington, DC office. Capstone is in-person Monday thru Thursday with flexible work from home Fridays. 

Career Growth and Development: 

At Capstone, we prioritize professional development. This role will allow you to provide invaluable support to your team, while also engaging in diverse projects and initiatives.  You will have the opportunity to operate at the intersection of policy and finance and tackle a broad range of clients and projects, with senior executive engagement.  If you are diligent, proactive, and ready to embrace new challenges, you will find ample opportunities for professional growth and advancement at Capstone. Join us and take the next step in your career within a supportive and dynamic environment. 

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Required profile

Experience

Level of experience: Expert & Leadership (>10 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Stakeholder ManagementInvestment BankingCustomer CentricityFinancial Services

Other Skills

  • Problem Solving
  • Microsoft Office
  • Verbal Communication Skills
  • Microsoft PowerPoint
  • Microsoft Excel
  • Time Management
  • Organizational Skills
  • Detail Oriented
Are you interested?

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