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Associate, Corporate Access

Corporate Access|New York, NY

The Corporate Access Teams supports the firm’s Research Analysts and Sales Teams in originating and executing a variety of Wolfe client events. The Corporate Access Associate will report directly into the Head of Corporate Access and work across teams to organize events from inception to end that are integral to the firm’s success and connectivity with clients.



  • Coordination and planning around both in-person and virtual Non-Deal Roadshows
  • Coordination and planning around both in-person and virtual Conferences
  • Dealing with Corporate IR teams in addition to Wolfe investors
  • Coordinating with internal sales and analyst teams
  • Preparing client invites and marketing materials
  • Preparing spreadsheets to track our growth and performance
  • Conducting post-event surveys and debriefs to help shape future events
  • Strategize across teams to ensure strong client engagement through Wolfe-organized events


  • Bachelor’s Degree from an accredited university
  • 1-2 years of planning corporate events, preferably in the financial services industry
  • An interest in Finance with a high degree of motivation to succeed as an individual and in a team environment
  • Strong interpersonal and communication skills, both written and oral
  • Organized and detail-oriented with strong commitment to accuracy, detail and follow-up
  • Proactively handle regular activities without prompting
  • Exhibit a high degree of motivation, sense of urgency and professional demeanor
  • Ability to multi-task and prioritize to complete tasks in a timely manner
  • Desire to build career and not just find a job
  • Eager to work in a fast-paced environment both independently and collaboratively



Interested Candidates, please apply via the application.