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
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.