Conference and Events Associate
Job Title: Conference and Events Associate
Job Location: Greenwich, CT
Job Description:
The Firm
Eagle Point Credit Management LLC (“Eagle Point”), founded in 2012, is a specialist asset manager focused on income-oriented credit investments in niche and inefficient markets. Eagle Point is an investment adviser registered with the Securities and Exchange Commission, managing over $10 billion of assets for institutional, high net worth and retail clients. The firm employs approximately 84 professionals and is based in Greenwich, CT.
Eagle Point Securities, an affiliate of Eagle Point and a broker dealer registered with FINRA, is a wholesale distributor of funds, including Eagle Point Institutional Income Fund, a non-traded closed-end fund registered under the Investment Company Act of 1940, Eagle Point Enhanced Income Trust, an interval fund, and Eagle Point Credit Company’s non-traded preferred stock offering (Series AA/AB).
Role
Eagle Point Securities is looking for a Conference and Events Associate to join its growing distribution team. The Conference and Events Associate at Eagle Point Securities is responsible for Advisor Training and Education meeting and Due Diligence meetings. The role also involves coordinating logistics for Broker Dealer and Industry Conferences.
Responsibilities include:
- Maintain processes to ensure that the broker-dealer and industry conference attendees have all materials and details for a successful meeting.
- Collect attendee list and sort by territory and add sales information, then share with the sales team to gather information on their attendees and share with the Eagle Point attendee/s for the conference.
- Create pre-conference emails for the events to be sent via salesforce.
- Registration of attendees for the broker dealer and industry conferences.
- Booking of hotels for broker dealer and industry conferences when needed.
- Researching venues, negotiating contract terms and supporting agenda and content development.
- Overseeing registration needs for due diligence meetings, planning menus and on-site logistics.
- Working with Sales team to gather their due diligence attendees to then, send to Blue Ribbon contact to book travel, set up spreadsheet for hotel rooming list.
- Booking of car services or uber vouchers depending on the location.
- Prepare and send out confirmations to all attendees for due diligence meetings.
- Preparing and printing of all materials for the meeting and on-site set up.
- Evaluating all aspects of due diligence events to improve quality, cost and time efficiency.
- Execution of selling agreements, by collecting signatures for the national account team members.
- Complete SS & C Selling agreement forms for operations when a new EPIIF or EPEIT agreement is signed.
Qualifications:
The ideal candidate will have the following qualifications:
- Excellent communication skills
- Great interpersonal abilities
- Must always possess good leadership qualities
- Must have good organizational, analytical, and coordinating abilities
- Ability to work as part of a team
- Excellent problem-solving abilities
- Must be creative and able to prioritize tasks in the face of many challenges
- A minimum of 2 years working experience in event management/planning/directing.
Application Instructions:
To apply, please email Lauren Palkimas, Director Human Resource at [email protected]
