Roadshow Planner- Director

The Roadshow team provide logistical support to our Institutional investors and Corporate C-level executives, handling meeting and travel logistics for management teams for a variety of roadshows.

KEY RESPONSIBILITIES

- Organization of a wide range of roadshow functions, both internal and external, including:
o Non Deal Roadshows - in person and virtual
o Field trips
o Conference calls / webinars
o Roundtables/Industry events
- Suggesting and building itineraries, originating, and maintaining schedules. Distributing schedule as required.
- Day-to-day schedule management using EventManager - a web-based data application.
- Work closely with and build strong working relationships with Corporate Access Specialists, Corporates, Research, Institutional Equity Sales as well as with other internal constituents.

- Direct contact with Corporates when required. Responsible for reacting to the needs of the Corporate and enhancing customer experience.
- Strong knowledge of venues/hotels in key US cities.
- Onsite management of events.
- Sourcing, booking and liaising with venues/suppliers, to ensure all requirements are met
- Booking virtual meeting connections and joining some calls to oversee and assist with registration.
- Suggesting travel/accommodation, including flights.
- Booking ground transportation.
- Reacting quickly to questions/problems and offering proactive solutions.
- Manage budget and reconcile expenses for each event, and where possible look to decrease overall event costs through vendor negotiations.
- Ensuring event budgets, rules and procedures are followed and meet Compliance regulations.
- Reviewing and processing of invoices for payment.
- Post event attendee reconciliation.

- 3-5 years roadshow experience, preferably in a Global Investment Bank
- Bachelor's degree required
- Excellent organizational, communication and administrative skills
- Ability to maintain a high standard of accuracy and attention to detail and ownership of projects
- Motivated, self-starter, ability to take direction and work independently; ability to think innovatively
- Ability to multi-task and prioritise workload, working under tight time pressures with short lead-times in a high-pressured environment.
- Excellent written and oral communication skills at all levels.
- Client-centric, approachable, ability to adjust to client needs and style and deepen relationships in support of their business and events; adapt to ever-changing demands and different client work styles
- Ability to establish and maintain internal and external client relationships - service-oriented
- Flexible and willing to work long hours where necessary (often at short notice)
- Team spirited
- Proficient with Microsoft Office including Word, Excel, and PowerPoint.
- Working knowledge of Dealogic / Conference Manager

Expected base pay rates for the role will be between $90,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)