Relationship Manager – Investment Management

Job Title: Corporate Relations Consultant (Corporate Access / Investor Relations)

Location: Baltimore, MD (Onsite)

Duration: 12-Month Contract (Potential for Extension/Conversion)/W2

About the Role

We are seeking a highly organized and detail-oriented Corporate Relations Consultant to support a leading global investment management firm. This role acts as a critical liaison between investment professionals, corporate executives, and external research providers, ensuring seamless coordination of corporate access and investor engagement activities.

You will play a key role in connecting portfolio managers and analysts with companies of investment interest by managing end-to-end meeting logistics, communications, and reporting.

Key Responsibilities

Corporate Access & Relationship Management

• Partner with Corporate Relations Originators, Portfolio Managers, Analysts, and external research providers (e.g., broker-dealers) to coordinate company meetings
• Serve as a liaison between corporate management teams, investor relations teams, and internal investment staff
• Build and maintain strong relationships with key stakeholders across investment and corporate communities

Event & Meeting Coordination

• Plan and execute corporate access events including roadshows, investor days, site visits, and conference calls
• Coordinate meeting logistics (venue booking, scheduling, AV setup, attendee management)
• Manage RSVP processes and effectively market meetings internally to drive participation
• Support and oversee high-value investor research trips and sector-focused events

Execution & Operations

• Manage daily Corporate Relations activities, including preparing meeting materials and ensuring smooth execution
• Maintain accurate records in the Global Event Management System (GEMS) and CRM platforms
• Oversee on-site event execution for large-scale or high-profile meetings
• Ensure quality control across all meeting logistics and deliverables

Data, Reporting & Insights

• Generate periodic and ad hoc reports on meeting activity, engagement trends, and service levels
• Provide insights and recommendations to improve processes and stakeholder experience

Compliance & Documentation

• Ensure all activities adhere to internal policies and financial regulations
• Maintain accurate documentation of meetings and interactions

Required Qualifications

• Bachelor’s degree (or equivalent experience)
• 5–7 years of experience in corporate access, investor relations, equity research support, or financial services
• Strong experience coordinating meetings, events, or client-facing engagements

Preferred Skills

• Excellent organizational skills with strong attention to detail
• Strong communication and stakeholder management abilities
• Ability to multitask and prioritize in a fast-paced environment
• Proactive problem-solving mindset
• Experience with event management tools, CRM systems, or scheduling platforms
• Project management experience is a plus
• Ability to handle confidential information with discretion

Why Join?

• Work closely with senior investment professionals and corporate executives
• Gain exposure to capital markets, investment research, and corporate strategy
• Be part of a dynamic, fast-paced environment with high visibility

Ideal Candidate Profile

• Experience in Investment Banking, Asset Management, Corporate Access, Equity Sales, or Investor Relations
• Background supporting front-office or research teams
• Strong coordination experience within high-touch client environment