Roadshow Coordinator; of Deal Roadshow Finance Industry

Roadshow Coordinator (2+ years of Deal Roadshow Experience in Finance Industry)

FIRST is a leading global brand experience agency serving clients in various industries, including financial services, technology, new & traditional media, aerospace, healthcare, and professional services. FIRST has received numerous accolades, including being listed among the 2025 Most Innovative Marketing Agencies of the Year by Chief Marketer, named Top Agency of the Year 2024 by Event Marketer, highlighted as a Global Agency of the Year, over 100 Employees by C&IT, and listed among the "200 Top Marketing Agencies" in 2024, 2023, & 2022 by Chief Marketer.

Location:
New York, NY (In Office 4 days a week, subject to change at any time)

The Roadshow Coordinator II is responsible for planning and executing high-profile roadshows by collaborating with Corporates, Institutional Equity Sales, Investment Banking, and Capital Markets teams. This role involves extensive coordination of logistics, including travel, accommodations, and virtual meeting arrangements, while maintaining seamless communication with corporate management teams and internal stakeholders. The Roadshow Coordinator will demonstrate strong organizational skills, the ability to work independently, and a commitment to excellence, creativity, and teamwork.

Your Contributions

• Work closely with Corporates, Institutional Equity Sales, Investment Banking and Capital Markets and/or Corporate Access to design and execute roadshows
• Build strong relationships with corporate management teams as well as with other internal constituents
• Heavy calendar management and meeting coordination for investors, clients and internal teams
• Heavy logistic coordination for in-person roadshows, including, but not limited to hotels, ground transportation, private air, commercial air
• Heavy logistics coordination for virtual/hybrid roadshows, including, but not limited to Zoom, conference calls, large group virtual meetings
• Maintain and communicate logistics and travel schedules and agendas with corporate contacts, salespeople and other participants for multiple events at the same time
• Reconcile all roadshow expenses
• Source, vet and contract venues for events with client input
• Negotiate with vendors for cost effectiveness as appropriate, commercial focus to the bottom line
• Identify new venues and vendors to differentiate roadshows and provide new experiences to clients
• Arrange conference calls and webcasts and coordinate ad hoc technology requests
• Provide real-time support for participants, even if after hours leading into an event
• Create and send logistical information and coordinate other materials for events as needed
• Must be able to balance a client’s demands and prioritize work based on a high-volume book of work
• Able to work independently with specialists and clients with little guidance
• Back up coverage for colleagues as needed within the team
• Excellent working relationship with managers, clients and peers alike
• Advanced supplier knowledge: ability to negotiate value adds for cost efficiencies or enhanced attendee experience
• Act as an ambassador for the FIRST brand, leading by example and displaying the company’s core values (Ambition, Creativity, Excellence, Integrity, Teamwork)

Please be aware that we know experience does not always look like we describe it. If you believe you would be an excellent fit for this role, please apply - we would love to see how you could fit at First.

• 2-3+ years’ experience working on complex Deal Roadshows in the Financial industry
• Strong working knowledge of the Microsoft Office, specifically Excel
• Experience in management and training teams both in planning and execution of Roadshows
• Deal Roadshow experience required
• Highly organized – ability to handle multiple tasks to meet strict deadlines
• Excellent time management and multi-tasking skills
• Ability to effectively and extensively interact with all levels of senior ranking officers
• Adaptability to situations and ever-changing demands
• Accessible and responsive at all times; tasks and requests by client often happen outside of normal business hours - must be available to…