Corporate Access Resume Sample

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Sonya Murray
11196 Dickens Circle,  San Francisco, CA
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Work Experience

Corporate Access Associate
10/2015 - PRESENT
Boston, MA
  • Effective manager with ability to gain confidence of key stakeholders (management teams and related teams within the organization) and clients of the firm
  • Highly detailed and effective communication skills
  • Generation of investor profiles
  • Manage daily aggregation of information and distribution of reports and materials
  • Oversee compliance approval process for each event
  • Generate and distribute “Morning Trader Monetization Report”
  • Act as the “Front Line” for the Management Access desk
Corporate Access Coordinator
09/2011 - 05/2015
New York, NY
  • Handling and managing the team’s expenses
  • Relevant corporate access working experience. Previous experience in organizing events/ conference / roadshow
  • Good written and verbal communication skills (Japanese and English language skills)
  • Excellent MS office skills (Word, Powerpoint and Excel)
  • Attention to details, multi-tasking with strong organizational skills
  • Have wide network with local listed/non-listed companies, industry experts and government organizations
  • Preferably 4+ years corporate access working experience in financial industry
  • Organize Corporate Access Conference
Cib-corporate Access & Administrative Assistant
05/2004 - 03/2011
Chicago, IL
  • Handle inquiries from sales
  • Prior experience of working within a roadshow or conference/events team preferably in a corporate environment
  • Excellent communication skills and the ability to communicate effectively at all levels, both verbally and written
  • Strong customer care ethics and ability to build relationships at all levels
  • Understand and adapt to different cultures and personalities
  • Approaches challenges with a 'can do' attitude and goes the extra mile on all projects
  • Takes ownership of projects and is pro-active and flexible in approach and willing to work in a fast paced changing environment
  • Adapts plans and reprioritises work to meet changes in needs and meet deadlines
  • Has professional credibility


Frederick Taylor University
1999 - 2004
Bachelor's Degree in Management

Professional Skills

  • Strong interpersonal skills coupled with superior influencing and negotiation skills
  • Strong analytical skillsets; including exceptional excel skills
  • Organized and strong multitasking skills
  • Demonstrate superior verbal, written and presentation skills
  • Financial services experience, and ideally, prior experience in Corporate Access, Exec Administration, or Investments
  • Strong written and inter-personal communication skills
  • Strong communication skills, ability to interact with senior level clients

How to write Corporate Access Resume

Corporate Access role is responsible for software, training, design, research, events, government, travel, languages, microsoft, negotiation.
To write great resume for corporate access job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Corporate Access Resume

The section contact information is important in your corporate access resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Corporate Access Resume

The section work experience is an essential part of your corporate access resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous corporate access responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular corporate access position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Corporate Access resume experience can include:

  • Ensure the planning and execution of corporate access events are in compliance with the firm’s policies and procedures; flag and address areas of non-compliance
  • Excellent organizational skills, able to manage multi-tasks on daily basis
  • Financial services experience, and ideally, prior experience in Corporate Access, Investor Relations or related financial services
  • Strong client service skills, motivated to achieve results with a sense of urgency
  • Work closely and effectively with internal and external constituents; solid team player
  • Excellent organisational skills, attention to details and ability to multi-task

Education on a Corporate Access Resume

Make sure to make education a priority on your corporate access resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your corporate access experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Corporate Access Resume

When listing skills on your corporate access resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical corporate access skills:

  • Skilled in multitasking and can prioritize assignments with minimal supervision
  • Proven experience in organising events
  • Very strong ability to prioritize multiple tasks simultaneously
  • Experience using excel, powerpoint, presbuilder, and word
  • Strong knowledge and aptitude for understanding the markets, companies, financial statements, valuations and investment fundamentals
  • 3~5 years of previous experience in a senior management assistant role, or something in equivalent

List of Typical Experience For a Corporate Access Resume


Experience For Corporate Access Associate Resume

  • Experience adhering to corporate brand identity, style guides and templates
  • Strong eye for professional design and ability to clearly communicate branding rationale
  • Meticulous attention to detail, quality and cohesion
  • Produce and regularly update J.P. Morgan’s generic presentations to corporates
  • Help the corporate access relationship managers to produce detailed corporate presentations
  • Perform simple shareholder analyses

Experience For Corporate Access Specialist Resume

  • Regularly update the team’s credential slides
  • Maintenance of Macquarie’s contact relationship management system and shared events calendars. Collaborate with vendors and other business areas regarding implementation & enhancement of new systems
  • Create and execute of non-broker assisted bespoke events
  • Engage with the Investor Relations community to strengthen FMR’s corporate partnerships
  • Problem solve and liaise with our research providers to create the best possible conference schedules for our Investment Professionals
  • Work closely with global counterparts in other geographical locations to provide corporate access updates and opportunities
  • Maintain corporate access consumption reports with relevant data

Experience For Corporate Access Coordinator Resume

  • Advertise and update internal systems with details of events
  • High proficiency level with Microsoft Office: Word, Excel, PowerPoint and Outlook
  • Assist in all aspects of
  • Build relationships with Corporate Investor Relations teams & Sell-side Corporate Access Desks
  • Plan results season roadshow schedule with investment teams

Experience For MSG Corporate Access Resume

  • Arrange logistics associated with corporate access interactions
  • Maintain data related to corporate access engagement, usage rates by investment teams, broker scorecards
  • Manage logistics of Events and Trips
  • Directly engage corporates and brokers to coordinate meetings
  • Advertise useful events to Investment Professionals
  • Independent to take initiative and ownership of a project that is assigned
  • Communicate in a clear, concise, and accurate manner, able to interact with all levels of both internal and external stakeholders
  • Accuracy – attention to detail and consistent follow through
  • Build a strong working relationship and gain an understanding of the institutional investment community through interaction with sector specialists, research analysts, salespeople, sales-traders, traders, buy-side customers, investment banking capital markets, and corporate teams

Experience For Global Markets Corporate Access Analyst Resume

  • Act as point of contact with company management teams (CEOs, CFOs, and other C-suite, Investor Relations, etc.) to request and secure meetings for our investment professionals, representing Capital Group in an appropriate and compelling manner, and ensuring a positive user experience
  • Build external relationships with corporate Investor Relations teams, sell-side Corporate Access Desks, and third party vendors
  • Develop internal relationships with Investment Group associates to understand their investment philosophy and workflow
  • Manage logistics associated with corporate access interactions
  • Maintain data related to corporate access engagement, usage rates by investment teams, and broker scorecards
  • Work collaboratively with partners across the organization, including Compliance, Meetings & Events, Research Services and Technology to ensure Corporate Access program is fully integrated into the broader Capital Group business

Experience For Corporate Access Origination Trainee Resume

  • Coordinate closely with global corporate access teammates (based in Los Angeles, London and Hong Kong)
  • Fluent English a prerequisite; fluency in additional languages is an advantage
  • Japanese & English fluency is essential, both written and spoken
  • Assist in origination needs and develop relationships with corporate clients
  • Work across equity sales, research, senior management, bankers, and investor relations teams
  • Schedule and prepare for meetings
  • Gather and edit roadshow feedback reports

Experience For CIB Corporate Access Resume

  • Make reservations and book travel
  • Maintain files, supplies, guides, and contacts
  • Highly proficient in Microsoft Office (Excel, PowerPoint, Word)
  • Multitask and work in a high pressure environment
  • Self- motivated, ambitious, and confident
  • Communicate with various business units within the bank to obtain market intelligence, maintain connectivity and gather content regarding the markets and the sectors
  • Interact with sector professionals including reviewing research, financial models and management presentations to gain a broader understanding of the business of corporate clients and prospects

Experience For Cib-corporate Access & Administrative Assistant Resume

  • Gain an in-depth understanding of the institutional investment community through consistent interaction with equity sales and investment professionals externally: focus on soliciting, interpreting & delivering investor feedback from non-deal meetings
  • Build a strong working relationship with salespeople, sales-traders, traders, research analysts, buy-side customers, investment banking and capital markets
  • Diplomacy, yet strength to defend the right decision in a very visible situation
  • Have the ability to cope in a very fast-paced, pressurised environment

List of Typical Skills For a Corporate Access Resume


Skills For Corporate Access Associate Resume

  • Ideally have experience within financial services and Corporate Access or related work experience in a similar environment
  • Experience sending email blasts and troubleshooting display issues
  • Experience working with sensitive or confidential information
  • Good with Microsoft Office (Excel, Word and Powerpoint)
  • Experience within Corporate Access or related field
  • Prioritise and multi-task as needed

Skills For Corporate Access Specialist Resume

  • Consolidate and prepare regular reports for internal review
  • Collaborative - proven ability to communicate and work well with all departments
  • Specific experience in corporate access execution or conference coordination also desirable
  • A good problem-solver
  • Communicating details with all members of staff and external contacts
  • Executing on Conferences with the assistance of Citi’s Global Events Management team
  • Executing on Conferences with the assistance of Citi’s Global Events
  • Understanding of China capital markets and financial industry

Skills For Corporate Access Coordinator Resume

  • Maintain a directory of information relating to forthcoming roadshows and events
  • Self-starter in a variety of areas, including: marketing, finance, database
  • Prepare and present marketing materials including pitch books, shareholder analysis, and feedback documents for corporate clients
  • Prepare marketing materials including pitch books, shareholder analysis, and feedback documents for corporate clients
  • Series 7 & 63 or the ability to acquire within 3 months of hiring
  • Flexible working arrangements could be considered
  • Organise and oversee the logistics of proprietary events to ensure everything runs smoothly

Skills For MSG Corporate Access Resume

  • Work with external technology providers to curate a forward-looking conference & corporate access calendar
  • Contribute to BlackRock’s fiduciary culture of providing the highest quality service to our clients
  • Work closely with Fidelity Investment Professionals to develop conference and trip meeting schedules
  • Organise travel - hotels, flights, transfers, entertainment
  • Track costs of the event and confirm budget details and invoice payments
  • Process invoices and expenses generated by the roadshow team

Skills For Global Markets Corporate Access Analyst Resume

  • High Level of Competency on all MS Office Suite Products (excel, Word, PowerPoint, Outlook)
  • Pro-active and self-motivated attitude / able to work autonomously as well as part of a regional and global team
  • Polished and pleasant personality, knowledge of international companies
  • High attention to detail, organized and can handle multiple events at once
  • Work with a broad team of senior salespeople and maintain grace under pressure
  • Sharp attention to detail - written and spoken
  • Team player mentality with the ability to develop relationships across a broad range of constituencies
  • Multi-task, work under pressure and make sound business judgments
  • Strong interpersonal skills with the ability to work with multiple constituencies both internally and externally (e.g. Research, Investment banking, Sales & C-Suite executives)

Skills For Corporate Access Origination Trainee Resume

  • Excellent communication skills and ability to work as a pro-active and dedicated member of a small team
  • Excellent math and reasoning abilities
  • Build strong working relationships with both internal and external stakeholders
  • Specific experience as a 1o1 or conference coordinator also desirable
  • Experience within Corporate Access or related field
  • Experience managing client relationships in financial services
  • Preferably 8+ years corporate access working experience in financial industry

Skills For CIB Corporate Access Resume

  • Proficiencies in Microsoft office, Bloomberg as well as third party corporate access software
  • Fluent English a prerequisite; fluency in additional European languages is an advantage
  • Experience in creation and planning of new events, venue selection, capturing detailed requirements around events including room set up, meals, transportation, site planning and marketing
  • Experience with budgeting and managing within limited constraints
  • A strong team player with the ability to self-manage
  • Interact and corporate management teams and institutional investors within the Corporate Access platform
  • Strong computer skills including Microsoft Office (PowerPoint, Excel, Word); expertise with event management tools, an asset (Ipreo, Salesforce, Dealogic, etc.)

Skills For Cib-corporate Access & Administrative Assistant Resume

  • Experience using excel, powerpoint, presbuilder, and word
  • Manage daily corporate access work flow including: internal communications, corporate meeting itineraries, investor information, client proposals, etc
  • Research and compile data for internal and external use, including market and shareholder analysis, client data and logistic alternatives
  • Build and cement relationships with Investor Relations professionals

Skills For CIB Corporate Access Associate / VP Resume

  • Keen interest in the European capital markets and awareness of the regulatory framework in Europe
  • Wide network with local listed/non-listed companies, industry experts and government organizations
  • Partner with sales and research to confirm meetings between corporate clients and investors for corporate access activities (NDRs, Conferences, Field Trips, Company Visits, Dinners, etc)
  • Drive results within team by communicating team priorities and objectives. Manage team projects from start to finish and facilitate execution and best practices
  • Develop and maintain good working relationships with internal and external contacts

Skills For CIB Corporate Access Analyst / Associate Resume

  • Related working experience in a similar environment
  • Itinerary Management - Execute events including non-deal roadshows, reverse roadshows, expert marketing
  • Create and update marketing materials including pitch books and proposals
  • Highly motivated and proactive individual who is capable of working on their own initiative
  • Involvement in conference planning and execution
  • In partnership with team, maintain and enhance external relationships from a corporate access perspective
  • Manage scheduling and confirmation of logistics; includes preparing detailed itineraries, arranging air travel, hotels, food & beverage, group events, car service, etc
  • Very high attention to detail and consistent follow through; accuracy with all work is essential

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