Corporate Access Manager, Handelsbanken Markets Securities, Inc.
Corporate Access • Plan and carry out all logistics for company roadshows (agenda, car service, flights, hotels, lunches, handouts, investor profiles etc.) after handover from the Nordic Corporate Access Teams • Collect and handover feedback from investors after the roadshow • Pitch for US/Canadian roadshow (together with the Nordic Corporate Access Teams) • Work with the Nordic Corporate Access Teams on reversed roadshows and seminars • Plan and carry out all logistics for analyst presentations • Maintain and update the US Event Planner • Maintain and update US roadshow statistics • Maintain and update the Events Manual • Send out a weekly Event email
Sales Support • Taking orders/writing tickets when markets are closed (requires a license) • Generate and send out commission from the day before • Generate and send out trade blotter, settlement report, canceled/amended trade report, and failed trades report daily • Portfolio check after close daily • Save all trade confirmations from the group email inbox • Generate and send out quarterly trade reports to active customers every quarter • Send out HMSI financial statement H1 & H2 Administrative Tasks • Book all travel for the HMSI team • Collect expense reports at the end of each month • Responsible for handing in the attendance report to HR weekly • Order supplies • Order business cards • Internal invoicing • Room booking
Visitor access • New hire checklist • Pick up mail from the mail room
Contact Micaela Grimm – firstname.lastname@example.org