Brokered Research & Corporate Access Associate

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Our client is seeking a highly organized, detail‑oriented Brokered Research & Corporate Access Associate to support investment research and trading teams within a hedge fund. Hours are 8:30am-5:30pm, and the role is fully onsite five days per week.

Key Responsibilities:

• Serve as the primary liaison between the investment team and broker relationships
• Coordinate high-volume corporate access activities, including management meetings, investor days, conferences, and site visits
• Manage brokered research access, advisory requests, and analyst interactions
• Maintain corporate access systems, watchlists, and research tracking tools
• Coordinate logistics for domestic and international conferences and events
• Support IPOs, secondary offerings, and other capital markets-related processes
• Track broker coverage, research subscriptions, and vendor relationships
• Partner with Legal, Compliance, and Finance on vendor onboarding, contracts, and renewals
• Maintain reporting and analytics related to corporate access activity and broker evaluations
• Manage broker contact databases and onboarding of new relationships
• Identify and implement process improvements to enhance research and corporate access workflows

Qualifications:

• 3-6+ years of experience in financial services, corporate access, research coordination, sales, or a related field
• Bachelor’s degree required
• Prior exposure to corporate access, broker relationships, or research support strongly preferred
• Exceptional organizational skills and attention to detail
• Ability to manage a high-volume workload and competing priorities
• Strong written and verbal communication skills
• Professional, proactive, and highly accountable
• Solutions-oriented mindset with strong problem-solving skills
• Proficiency in Microsoft Office; experience with research platforms or CRM systems is a plus

Compensation & Benefits:

• Base salary up to $160K DOE, plus discretionary bonus
• 100% employer-paid medical, dental, and vision coverage
• 401(k) with employer match and profit-sharing
• Generous PTO package
• Fertility and family-building benefits
• Commuter benefits (pre-tax contributions up to $325/month)
• Wellness reimbursement stipend
• Tuition reimbursement and professional development support
• Paid volunteer time and charitable matching program

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