A Corbet's Research Coordinator is to provide ongoing support to the Corbet's investment staff. He/She will function as the integral, go-to person in helping our investment teams navigate the firm.

The employee will primarily focus on assisting with Portfolio Manager-Analyst team support, focusing on corporate access planning strategy and execution, schedule maintenance, travel and expenses, research and model acquisition, and any ad-hoc projects that the investment teams require.

They will work with Corbet's Broker Relations in helping investment staff liaise with our sell side counterparts. This role requires high attention to detail. He/She will work collaboratively and effectively across the broader organization.

In the role of Research Coordinator, the employee will be responsible for the following:

· Execute on all Corporate Access & Sell Side Meeting Arrangements:

· Track and highlight all upcoming non-deal roadshows, conference meetings, events, analyst days, and earnings calls – focus on planning of access

· Schedule corporate access, sell side analyst meetings, and expert calls

· Daily data entry and maintenance to keep internal database accurate

· Schedule management calls for PM teams utilizing Corbet's systems to invite all relevant parties

· Request conference meetings; confirm schedules with Broker Relations team

· Work alongside the Broker Relations Team helping manage subscriptions and resourcing

· Gathering of models, transcriptions, and company presentations

· Provide day-to-day support for PM and analyst teams: manage calendar, travel, expenses, and any miscellaneous asks, including but not limited to:

· Maintain critical reporting systems within Broker Relations Group

· Visa processing for work travel

· Accurate and timely expense processing

· Bespoke reporting and calendar updates for PM and Teams

· Daily and weekly review of Teams’ calendars to ensure they are abreast of meetings for the day ahead; address any conflicts or prioritization that is needed

· Work with Compliance to ensure adherence to policy, meeting clearance, and obtain approvals where needed

· Assisting team with note tagging to ensure each team fulfills compliance requirements

In order to effectively represent the Company and communicate with clients, a Corbet's Research Coordinator should possess the following attributes:

· Collaborative Team Player

· Analytical Thinker

· Intellectually Curious

· Strong written and verbal communication skills

· Corporate Access knowledge (preferred but not required)

· Microsoft Office Suite, specifically Excel, Outlook, PowerPoint