Market Outreach Coordinator

  • Competitive
  • Londres, Angleterre, Royaume-Uni Londres Angleterre GB
  • CDI, Plein-temps
  • S&P Global
  • 24 sept. 18 2018-09-24

Market Outreach Coordinator

JobDescription :
PURPOSE:
Responsible for organising , enabling and driving market participant (investors etc.) engagement within the Analytical Practices. Also responsible for monitoring and reporting on market engagement activities and overseeing key performance indicators.

Key Roles & Responsibilities :

Implement engagement strategy

  • Ensure that contacts databases (Salesforce.com) are kept up to date - assist in the clean-up and maintenance of the database - through the elimination of duplicate contact accounts, etc.
  • Liaise with the Commercial (Market Outreach and Marketing) and Analytical teams to ensure market participant engagement lists (such as the investor value plan (IVP) lists) are continuously updated and maintained. This requires research into investor holdings, market influence, etc.
  • Facilitate the execution of Outreach Plans for each market segment through operational support by working with Market Outreach and Analytical management, particularly the Practice Heads of Analytics & Research/Sector Specialists through various modes (e.g. face to face meetings, roundtables, phone calls, effective distribution of research, etc.)
  • Manage incoming meeting requests - both Internal (e.g. from S&P analysts visiting from other S&P offices and Market Intelligence), and External (from investor and other market participants wanting to meet with our analysts, economists and GFIR team etc.). For each meeting request, must assess priority relevant to the Outreach Plan, solicit key topics/issuers of interest, and determine the appropriate S&P analysts who should participate. For proactive meetings, this will require identification of the appropriate contacts at target firms.
  • Provide operational support to Analytical teams, including proactively managing travel schedules to optimize analysts' time (including when attending Issuer meetings), arranging meetings with market participants, analyzing data and information to create high-quality meeting packs (including agendas and investors tear sheets to prepare the analysts for these meetings)
  • Ensure all engagements are submitted into appropriate systems for record and analysis
  • Liaise with Commercial team (Events) on behalf of Analytical practices to ensure external events are planned, coordinated and managed
  • Liaise with Commercial team on behalf of Analytical practices to centralize Salesforce-related platform feedback, perform user testing and ensure high-quality implementation of new deployments and processes
  • Analyze meeting reports and recommend additional activities as necessary
  • Participate in the Insights process by identifying actionable feedback
  • Monitor and report on delivery of engagement strategy
  • Track analyst outreach activity through direct communication and online tools to ensure outreach plans are delivered
  • Collate, analyze and report on metrics to Analytical leadership
  • Take ownership of improving delivery of the outreach plan where appropriate
  • Liaise with Commercial (Market Outreach) teams where necessary to ensure overall coverage of outreach plans is adequately delivered

Functional and Business Knowledge :
  • Experience of working in the capital markets and a strong understanding of the investor landscape
  • Experience of working within a regulated entity and sensitivity to working in a control environment
  • Requires good working knowledge of SalesForce, and internal & external investor databases such as eMAXX
  • Be expert on S&P's internal market engagement reporting tools and ensure it is being used to its full potential, and provide feedback on all future enhancements"
Problem solving :
  • Selects appropriate alternative sources of information and utilizes them to evaluate situations and possible outcomes. Organizes information and identifies criteria for analyzing ideas to reach a logical solution.
  • Uses common sense and defined procedures to complete tasks in straightforward situations without supervision.
  • Uses judgment based on practice and precedence and accurately defines problems by trying to understand underlying factors/causes.
  • Selects appropriate alternative sources of information and utilizes them to evaluate situations and possible outcomes. Organizes information and identifies criteria for analyzing ideas to reach a logical solution.
  • Analytical thought needed to resolve issues in a variety of complex situations. Considers best practices and lessons learned to evaluate solutions.
  • Leads and uses conceptual and innovative thinking (i.e., identifying new/different solutions) to solve issues. Looks beyond immediate problems for wider implications and determines best path forward.
  • Shapes and leverages advanced conceptual thinking to solve complex and/or completely new or novel situations that have never been dealt with before. Actively pursues innovative solutions that align with the company's tolerance for risk (business and reputational).
Interpersonal Skills :
  • Requires a highly developed communications skills and ability to engage internally and externally often at higher levels.
  • Courtesy and tact is a significant part of the job in the exchange of information within the department
  • Developed communication and diplomacy skills to exchange complex information
  • Communicates sensitive information, modifies beliefs or opinions based on collective facts or direction that has been set
  • Requires a highly developed communications skills and ability to negotiate internally and often at higher levels. External communications may be a need but not a primary focus
  • Skilled communicator who influences and negotiates with great latitude on various outcomes for an entire Business/Segment/Function internally and externally
  • Skilled communicator who shapes the image of the company and perhaps the industry. Focus will be to present or defend delicate issues with internal and external audiences

Nature of Impact :
  • Directly impacts the quality of services provided by self or others in related teams
  • Impact is limited to self and/or project or team
  • Directly impacts the quality of services provided by self or others in related teams
  • Impacts quality, timeliness of results, planning and revenues or budgets of own team and related teams
  • Routinely impacts quality, timelines of results, planning and revenues or budgets of own team and related teams and frequently sets policies, procedures and standards
  • Leads and directly impacts the professional and/or technical direction and strategy for a discipline or a core product including shaping and designing new policies, procedures and standards
  • Defines and shapes the professional/technical direction and strategy for a core part of the business or an entire function
Minimum experience and qualifications
  • Bachelors Degree