Company Meeting Planner

Demonstrates an intermediate knowledge level in meeting and event planning and works under limited direction to resolve complex issues and/or address rare, high impact situations. Responsible for company meetings, skilled in working closely with company management, investor relations, brokers and the Investment Group (IG). Responsible for the design, development, planning, execution, budgeting, risk mitigation and outcomes. Partners with IG and the Corporate Access team to strategically execute investment research meetings, which are critical to the investment research process, impacting investment decisions. Guides and executes the planning from an initial concept through completion, while enhancing and materializing ideas.

Plan, schedule and manage research trips, CG hosted conferences, industry expert events and partnered broker conferences.
Understanding of companies, industry sectors/clusters to strategically prioritize and schedule programs.
Strategic pre-trip planning customized to determine optimal target cities and companies based on company holdings, sector coverage and business objective(s).
Drives the planning process, identifies purpose and goals of the program with senior business leaders, analyzes alternatives, makes recommendations to meet business objectives and measures meeting outcomes
Executes global meetings and events from concept to execution including schedule, format, venue management, audio/visual technology, attendee management, food and beverage, transportation, accommodations, staffing, and budget management
Selects, recommends, and negotiates all vendor and venue contracts, while considering costs, risks, and service outcomes
Manages and executes multi-channel projects that include audio visual, live experiential events, video production, social and digital customer journeys and the vendors that support these areas
Prioritizes and manages multiple meetings, timelines, stakeholders, partners and vendors to meet business needs
Manage attendee communication including pre-event marketing, invitations, registration and respond to event inquiries
Post event analysis, including issuing surveys, analyzing trends and evaluating meeting effectiveness (ROI). Establishes lessons learned to improve future meetings
Participate in special projects that benefit the operations of the department
Oversee onsite attendees monitoring meeting attendance, attendee health/safety, live travel status and ground transportation
Manage response and communication around emergency health and safety situations including associate illness, injury, etc.
Manage and maintain the CRM database, distribution lists and other investor-related databases.
Build relationships with Company Investor Relations teams and have a broad understanding of their requirements (i.e., blackout periods).

Industry Best Practice Research

Knowledge of assigned sector or country coverage to make recommendations for the best business and operational outcomes.
Monitor industry trends, competitive landscape, social media, and device landscape to inform and inspire the development of new event experiences and activations.
Stays informed of venues, market rates, and meeting planning execution best practices.

Business/Technical Skills

Intermediate project management skills
Creative and decisive problem solver
Demonstrates sound judgement in resolving matters of moderate complexity
Develop and maintain effective professional relationships with key external and internal customers, business units, vendors and colleagues
Familiar with industry sectors/clusters (e.g. Financial, Tech, Healthcare, etc.), disaggregation policy and managing confidential material.
Identifies inefficiencies/issues, recommends solutions and implements improvements
Proficient in CorpAxe, CVENT, WebEx, Google Suite, Zoom and Microsoft Office and other virtual event platforms
Intermediate/Advanced technology background - event websites and mobile event applications
Proficient in working in other countries, adapting to cultural sensitivities and norms
Handle sensitive information and maintain data confidentially.
Language: Native level of Japanese and conversational English
Communication & Interpersonal Skills: Build rapport with clients, vendors, and staff, listen well, and clearly convey expectations.
Strong problem-solving and cognitive skill
Works calmly under pressure and manage ambiguity well
Relevant Experience is preferred but not a must