Corporate Access Job Description

Corporate Access Job Description

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Corporate access provides full financial support in the areas of corporate finance, investment management, capital markets and financial risk management.

Corporate Access Duties & Responsibilities

To write an effective corporate access job description, begin by listing detailed duties, responsibilities and expectations. We have included corporate access job description templates that you can modify and use.

Sample responsibilities for this position include:

Access - Optimize patient access to facilitate appropriate use of Genentech therapies
Work closely with internal teams (Global Investment Research Division, Investment Banking Division, Equity Capital Markets, Sales) on non-deal roadshow coordination and conference meetings
Working with Research Analysts, Sales and Corporate Finance to organize Corporate Access marketing trips to pitch to corporates
Creation of market activity reports, identifying market trends, sector themes and specific factors relevant to a company and to its peer group
Help to develop corporate access for conferences and events ideas/targets for various regions
Assist the Canadian Corporate Access team with local conferences
Managing logistics for in-house corporate access events including meeting room bookings, catering arrangements, AV requirements and record keeping
Data entry to Corporate Access systems - namely DealAxis and EventCenter
Partner with global corporate access teams
Evaluate, plan and maintain information workflow for the addition, modification, and removal of user access

Corporate Access Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Corporate Access

List any licenses or certifications required by the position: EMEA, ITIL, ASO

Education for Corporate Access

Typically a job would require a certain level of education.

Employers hiring for the corporate access job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Finance, Management, Healthcare, Computer Science, Education, Business/Administration, Communication, Associates, Financial Services

Skills for Corporate Access

Desired skills for corporate access include:

Factset
Bloomberg
Ipreo/BidDough
PowerPoint
MS Excel
How the financial markets work/participants in the financial markets
Access
Trends
Best practices
Capital markets

Desired experience for corporate access includes:

Coordinates complex, senior-level internal/ external meetings (non-deal roadshows, corporate days)
Lead management meetings in specific sectors
Global focus on working with various global corporates and connecting them with buyside investors
Client base includes corporate managements and investing investors (hedge funds, mutual funds)
Direct contacts with clients – corporates and investors on meeting details/ideas
Work closely with Sales on idea generation on non-deal roadshow and conferences (thematic, timely events)

Corporate Access Examples

1

Corporate Access Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of corporate access. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for corporate access
  • Provide timely response to requests for user authority, access and configuration changes
  • Ensure the planning and execution of corporate access events are in compliance with the firm’s policies and procedures
  • Handles a high volume of emails and phones calls, supporting internal and external client base
  • Responds timely and follows up on client requests for various events
  • Work on business analytics with senior member of the team, produce monthly & quarterly reports
  • Ensure key stakeholders are kept fully informed of breaking issues and how to discuss them
  • Coordinates complex, senior-level internal/ external meetings and conference calls (non-deal roadshows, conferences)
  • Handles a high volume of phones calls, supporting internal and external managers or clients
  • Organizes and ships presentations for meetings
  • Work closely with internal teams (GIR, IBD, ECM, Sales) on non-deal roadshow coordination
Qualifications for corporate access
  • Client base includes corporate managements and investors (hedge funds, mutual funds)
  • Work closely with internal teams (Research, ECM, Sales) on non-deal roadshow coordination and conference meetings
  • Work on business analytics, produce monthly & quarterly reports
  • Respond timely and follows up on client requests for various events
  • Proactive and self-motivated - should feel comfortable in a fast paced, high intensity environment
  • Mandarin or Japanese language preferred
2

Corporate Access Job Description

Job Description Example
Our company is growing rapidly and is hiring for a corporate access. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for corporate access
  • Prepare/ship presentations
  • Reconfirming investor meetings
  • Draft/send Reconfirm emails ( preparing emails / replying to investors emails / revising Horizon with status)
  • Manage interaction with vendors on process improvements, report enhancements
  • You will be responsible for the Origination of Canadian Corporate Marketing globally
  • You will drive, develop and maintain Canadian corporate relationships on Investor Relations- through partnering, and understand their message and needs
  • You will maintain knowledge of the Canadian Institutional investment industry- Specifically IR Function
  • Help to prepare pitches to Canadian Corporates for marketing initiatives
  • Provide assistant with all non-deal/deal marketing in Canada & Canadian deals outside of Canada- execution & logistics
  • Provide assistance with corporate marketing pre & post corporate packages- schedules, profiles and constructive feedback
Qualifications for corporate access
  • Assist in management of one-on-ones during conferences/events
  • Help create client profiles on all accounts with one on ones
  • Analysis of Corporate marketing efforts and planning
  • Ad- hoc event planning
  • A basic understanding of the Equity/FICC business
  • Provide assistance with pre & post corporate packages- schedules, profiles & feedback and mapping out flight/hotel logistics, working with sales to book meetings and sending schedules to the Corporates
3

Corporate Access Job Description

Job Description Example
Our company is looking to fill the role of corporate access. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for corporate access
  • Maintains compliance with regulatory, legislative, and JCAHO standards relating to patient access
  • Liaise with CS Corporate Access team on events
  • Execute all Reverse Roadshows
  • Assist with the execution of Canadian Corporate Marketing globally
  • Maintaining corporate contacts databases and calendars
  • Co-ordinate investor meetings and reverse roadshows and associated logistics both domestically and offshore
  • Responsible for result seasons meeting logistics and co-ordination
  • Co-ordinate sector forums and industry event logistics
  • Provide ad-hoc support to Client Relationship Manager where required
  • Take ownership for assigned event and manage logistics from beginning to end
Qualifications for corporate access
  • Proven track record in revenue generation and entrepreneurial nature (CRM &Trade/Cap roles)
  • Execute events onsite when necessary
  • At least 2 years experience in banking, payments or cash management/operations
  • Experience in project, process or supplier/TPM management
  • Accredited ACH Professional (AAP), Certified Treasury Professional (CTP), PMP, BPM, Lean, Agile or Six Sigma certification
  • The candidate must have high attention to detail, be organized, work independently, and have strong decision making skills
4

Corporate Access Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of corporate access. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for corporate access
  • Profitability - Meet customer needs while driving net revenue for Genentech
  • Value - Increase Genentech’s value proposition to a complex customer
  • Leadership - Create innovative ideas and approaches to address customer challenges and build strong, strategic partnerships
  • Helping establish competitive and targeted contracts and terms where appropriate
  • Driving account education and familiarization with Genentech, our products, differentiating points, competitive positioning and advantage in the marketplace
  • Ensuring timely capitalization of opportunities or resolution of issues for all assigned accounts
  • Serving as the primary point-of-contact for relevant Genentech stakeholders for each assigned account, and use a proactive, account-centric, multi-disciplinary approach to managing assigned accounts
  • Ensuring favorable negotiation outcomes that align with approved MCCO strategies
  • Representing Genentech's products, brands, and overall franchises to the highest ethical and professional standards and in accordance with guidelines, strategic and key brand marketing direction
  • Supporting your manager in coaching, mentoring and helping develop fellow team members, and doing so by using only approved training, materials, resources, and following all approved policies and procedures
Qualifications for corporate access
  • Bachelor's degree is required (preferably in related field)
  • Proficient in the use of PHS scheduling, Patient Registration/Patient Accounting systems and related software systems
  • Working knowledge of Medical Terminology and CPT4 coding required
  • Terminology and Working knowledge of computer operations and electronic interfaces is required
  • Deep understanding of the Cash Equities / Equity Advisory Business
  • Full appreciation of benefits of (and proven track record of) effective process management
5

Corporate Access Job Description

Job Description Example
Our growing company is looking to fill the role of corporate access. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for corporate access
  • Oversight of computer software systems to support Patient Access Departments, registration functions and scheduling
  • Responsible for annual expense budgets for all Patient Access cost centers
  • Serving as a leader in cross-functional or other project teams
  • Communicating key competitive and market information back to the MCCO organization
  • Consistently following company policies and procedures to ensure that all activities are in compliance with all guidelines, regulations, and policies
  • Business travel, by air or car, on an occasional basis, will be required
  • Participate in day-to-day client activities and strategic initiatives
  • Identify, prospect and build relationships with corporate clients and industry experts
  • Originate and drive thematic events showcasing our China franchise to offshore and onshore institutional investors
  • Assist senior originators in support of client requests and coordination with logistics research, banking and other areas of the firm
Qualifications for corporate access
  • High attention to detail and can handle multiple events at once
  • Ability to solve problems quickly and efficiently, but does not hesitate to escalate where necessary
  • Highly diligent approach to work
  • Highly proficient English language skills, incl
  • Ability to work independently towards defined objectives with minimal need for supervision
  • Develop strong written and oral skills in presentation of ideas to key internal and external clients

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