Associate, Corporate Access Specialist

1 month ago

Toronto, Ontario, Canada Scotiabank Full time
Job Summary

We are seeking a highly motivated and organized Associate to join our Global Corporate Access team in Canada. As a key member of our team, you will be responsible for supporting the development and execution of corporate access initiatives, ensuring seamless communication with clients and stakeholders, and contributing to the overall success of our business.

Key Responsibilities
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Manage or back-up corporate marketing scheduling and strategy, liaising directly with corporate management teams and following up with feedback and correspondence.
  • Work closely with Sales, Research, Investment Banking, and Capital Markets to execute non-deal and deal roadshows.
  • Execute 1x1 meeting schedules for industry conferences.
  • Involvement and awareness of all equity client-related activities, including corporate and analyst marketing, one-off events, and ad hoc situations.
  • Maintain Global Equity contact management system, as part of the team effort.
  • Develop understanding and assist with third-party client databases (e.g., Tier 1/Salesforce, MeetMax, Broker Trak, Dealogic, Thomson One, IPREO).
  • Liaise with senior corporate management and investor relations, providing marketing intelligence and coordination of corporate access initiatives.
  • Represent Global Equity on ad hoc committees relating to business development and client information services.
  • Provide detailed analysis of shareholder information and comparative analysis to produce target lists of buy-side investors for corporate access roadshows.
  • Logistical support to ensure efficient running of each corporate access initiative and, where required, other investor events; including arranging transportation, booking venues, coordinating presentation materials, travel arrangements, etc.
  • Work closely with Equity Capital Markets, providing support during IPOs and M&A transactions for marketed deal transactions.
  • Preparation of marketing pitches and proposals for new Corporate Access initiatives.
  • Administration – Assist with sales desk phone management and some invoice reviews.
  • Identify issues, escalate as required. Prepare reports on demand from various sources for management review.
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursue effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions, and conduct risk.
  • Champion a high-performance environment and contribute to an inclusive work environment.
Requirements
  • University Degree in a relevant area of study.
  • Proven performance in a fast-paced, team environment.
  • Adaptability and professionalism.
  • Excellent analytical, decision-making, and organizational skills.
  • Database experience (including MS Office, CRM, and database work).
  • Knowledge of internal operations within the organization.
  • Familiarity with other systems such as Thomson and Bloomberg, an asset.
  • Previous investor relations or fund management experience, an asset.
  • Completion of CSC, CPH (or to be obtained within 24 months of starting position).
Work Arrangement

This position is currently an on-site role, with the expectation that you will work at least 4 days a week in the office. Please note that this is subject to change based on the needs of the business.

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