Corporate Access Specialist

Aquent is partnering with a leading global investment management firm renowned for its long-term investment philosophy and commitment to delivering superior results for clients worldwide. This organization fosters a culture of deep research, collaboration, and strategic partnership, empowering its professionals to make a significant impact on global markets.

We are seeking a confident, relationship-oriented professional to join a dynamic team dedicated to fostering critical connections. In this high-visibility, net-new position, you will serve as a strategic partner to internal investment professionals, facilitating targeted engagement with corporate management teams, Investor Relations (IR) professionals, industry experts, and key market participants. This role offers the unique opportunity to become a trusted bridge between C-suite leadership and the investment research process, focusing on 1 to 2 key industry sectors such as Industrials or Small Cap, directly influencing investment decisions and outcomes.

What You Will Do

• Cultivate and strengthen strategic relationships with CEOs, CFOs, IR directors, sell-side partners, and third-party expert providers. Confidently articulate our long-term investment philosophy to build trust and expand engagement opportunities.
• Develop a clear understanding of portfolio managers' and research analysts' coverage priorities. Proactively identify, originate, and suggest high-impact management meetings, site visits, conferences, expert interactions, and field trips.
• Independently source, organize, and navigate complex scheduling and stakeholder dynamics for corporate access events. Partner with internal meeting planners to ensure seamless execution.
• Collaborate closely with regional colleagues across North America, Europe, and Asia, as well as internal teams including Compliance, Research Data Services, and Technology.
• Maintain accurate tracking and activity metrics within industry-standard research systems. Leverage modern productivity and AI-driven platforms to streamline workflow efficiency.

Must-Have Qualifications

• 5 to 8+ years of direct experience in Corporate Access, Investor Relations, Equity Research / Sell-Side Research, Institutional Sales, or Investment Banking within financial services or asset management.
• Strong understanding of capital markets, public company corporate structures, and the investment research lifecycle.
• Proven track record of interacting directly with C-suite executives and senior stakeholders with high professional maturity, poise, and discretion.
• A self-starter who thrives in a fast-paced, research-driven environment. Comfortable taking initiative, managing competing priorities, navigating rejection, and swiftly pivoting strategies.
• Proficiency in Microsoft Office Suite.
• Experience with industry platforms such as CorpAxe, CapIQ, Bloomberg, FactSet, or SAP FIQ.
• Familiarity with AI tools and workflow assistants (e.g., ChatGPT, Microsoft Copilot) to optimize productivity.
• Bachelor's degree required.
• Travel within the U.S. and Canada is optional and not expected immediately, but may occur as client engagement evolves.

Nice-to-Have Qualifications

• Sector expertise in Industrials or Small Cap.
• CFA (or progress toward), Investor Relations Certificate (IRC), MBA, or relevant industry certifications are advantageous.