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Roadshow, Corporate Access, Event and Conference Specialist
Nash Khan
,
Barking, United Kingdom
Experience
Other titles
Skills
I'm offering
A versatile and creative Roadshow, Corporate Access, Event and Conference Specialist with a wealth of global experience across all
facets and a sustained record of success within fast-paced and high-pressure environments. A proficient strategist with an adept
faculty for leading campaigns, defining budgets and driving new business opportunities forward, whilst overseeing all end to end
logistical processes, troubleshooting and utilising strategic approaches. Commercially astute and well-versed in managing key large-
scale events and developing international markets; able to take a leading role in clients at the centre of management priorities. Skilled
in collaborating across all levels of an organisation to achieve business and financial objectives, utilising excellent
communication and resource skills. Boasts excellent financial and budgeting management, with a high level of self-motivation,
confidence and sound business analytics. An innovative thinker, with strong problem-solving and decision-making ability that has
been demonstrated in many contexts. Both a team player and an independent thinker, who prioritises building relationships built on
trust and respect: now seeking a challenging new role where expertise and experience will bring immediate value.
facets and a sustained record of success within fast-paced and high-pressure environments. A proficient strategist with an adept
faculty for leading campaigns, defining budgets and driving new business opportunities forward, whilst overseeing all end to end
logistical processes, troubleshooting and utilising strategic approaches. Commercially astute and well-versed in managing key large-
scale events and developing international markets; able to take a leading role in clients at the centre of management priorities. Skilled
in collaborating across all levels of an organisation to achieve business and financial objectives, utilising excellent
communication and resource skills. Boasts excellent financial and budgeting management, with a high level of self-motivation,
confidence and sound business analytics. An innovative thinker, with strong problem-solving and decision-making ability that has
been demonstrated in many contexts. Both a team player and an independent thinker, who prioritises building relationships built on
trust and respect: now seeking a challenging new role where expertise and experience will bring immediate value.
Markets
United Kingdom
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2018 - 2019
job
Vice President (European Equity Marketing) - BMO Capital Markets
unknown.
Key Achievements:
● Played a key role; managing the 'master' schedules for Corporate (deal and non-deal), Analyst and Corporate Access roadshows;
this also encompassed leading field trips and special events across equities, debt and fixed income
● Effectively managed all logistics including; flights, accommodation, venues, hire cars, AV and planning for any disruptions and contingencies
● Liaised extensively with external clients and corporates as well as internal partners including sales, research analysts and banking/broking teams, ensuring cohesion between multidisciplinary teams
● Ensured optimal routings to maximise time and cost efficiency; drawing upon detailed knowledge of local business requirements
and cultures in various countries, including Europe, Americas, Asia and the MENA region
● Prepared and distributed detailed and user-friendly preparation packs for investor meetings as well as preparing final schedules
and collating feedback and arrange feedback calls
● Created invitations and maintained accurate attendee lists for roadshows, group meetings, field trips and special events
● Effectively planning and managed key conferences, this encompassed; 1x1 scheduling, schedule management, corporate and investor contact and post-conference reporting whilst also maintaining conference systems and websites
● Successfully coordinated with clients and corporates externally and promoting events internally; managing all logistics, marketing
materials, visa applications and working closely with in-house security regarding high-risk regions
● Provided key support across strategic events to introduce current events and trends within established and up and coming
sectors, enabling the penetration of new regional markets
● Key member of the Client Entertainment Committee, conducting detailed research into client's profiles as well as entertainment
and events within the local areas including; restaurants, theatres, sports events and various other forms of client entertainment
● Built and maintained strong relationships with suppliers whilst also leading negotiations to ensure the best value for money
● Developed and implemented pitch documents for new business projects, roadshow origination; to support corporate
relationships
● Played a key role; managing the 'master' schedules for Corporate (deal and non-deal), Analyst and Corporate Access roadshows;
this also encompassed leading field trips and special events across equities, debt and fixed income
● Effectively managed all logistics including; flights, accommodation, venues, hire cars, AV and planning for any disruptions and contingencies
● Liaised extensively with external clients and corporates as well as internal partners including sales, research analysts and banking/broking teams, ensuring cohesion between multidisciplinary teams
● Ensured optimal routings to maximise time and cost efficiency; drawing upon detailed knowledge of local business requirements
and cultures in various countries, including Europe, Americas, Asia and the MENA region
● Prepared and distributed detailed and user-friendly preparation packs for investor meetings as well as preparing final schedules
and collating feedback and arrange feedback calls
● Created invitations and maintained accurate attendee lists for roadshows, group meetings, field trips and special events
● Effectively planning and managed key conferences, this encompassed; 1x1 scheduling, schedule management, corporate and investor contact and post-conference reporting whilst also maintaining conference systems and websites
● Successfully coordinated with clients and corporates externally and promoting events internally; managing all logistics, marketing
materials, visa applications and working closely with in-house security regarding high-risk regions
● Provided key support across strategic events to introduce current events and trends within established and up and coming
sectors, enabling the penetration of new regional markets
● Key member of the Client Entertainment Committee, conducting detailed research into client's profiles as well as entertainment
and events within the local areas including; restaurants, theatres, sports events and various other forms of client entertainment
● Built and maintained strong relationships with suppliers whilst also leading negotiations to ensure the best value for money
● Developed and implemented pitch documents for new business projects, roadshow origination; to support corporate
relationships
Marketing, Websites, Research, Management, Sales, Security, Banking, Analyst, Support, Asia, UP, President
2015 - 2018
job
Equities Marketing Analyst
CIBC World Markets Plc.
Key Achievements:
● Played a varied role across all aspects of corporate access, corporate / analyst marketing, conferences and special events in London and Toronto (Canada)
● Worked alongside international partners in Asia and the US; instrumental in developing and implementing the 'CIBC Corporate
Access Manual'
● Reviewed and continually improved the annual marketing plan for CIBC analysts and Corporates via Roadshow Calendar for
Europe, Asia and North America
● Oversaw the full lifecycle of all roadshow activities; formulating target lists, electronic invites, roadshow schedules and logistics
including post roadshow feedback, this included; NDRs, IPOs, Analyst Marketing, Corporate Access Roadshows and conferences
● Provided key support to the sales team, liaising extensively with key clients; advising on forthcoming corporate and analyst
marketing, arranging meetings, collating feedback to support continuous improvement and to build strong client relationships
● Key liaison with the Corporate Events team for Canada and Europe; spearheaded flagship, mini and sector-focused conferences
and coordinated extensively with key clients, internal and external speaker management
● Working with the relevant in-house teams for the timely creation and design of conference and event collateral, save the dates,
invitations, speaker booklets, attendee lists, and agendas as well as any other marketing materials required
● Developed and implemented effective feedback processes for mini-conference and sector conferences, both corporate and internal, managing all relevant CIBC systems to ensure optimised data to support operations
● Forged and maintained strong global supplier relationships, ensuring costs minimised with no detriment to quality
● Responsible for managing client and holiday events in both Europe and Canada whilst also overseeing budget preparation for all
events
● Maintained all records and systems including Salesforce CRM, roadshow calendar; keeping detailed records of all regional
marketing and event management activities ensuring accuracy and attention to detail
● Ensured information effectively communicated across all parties through the development and implementation of a robust
process to ensure that feedback from Europe is efficiently inputted into the CRM and delivered to our corporate clients
● Effectively maintained a detailed database of contact IR and admins at key corporate clients whilst ensuring key clients are
coordinated for all research access, distribution list and analyst access
● Played a varied role across all aspects of corporate access, corporate / analyst marketing, conferences and special events in London and Toronto (Canada)
● Worked alongside international partners in Asia and the US; instrumental in developing and implementing the 'CIBC Corporate
Access Manual'
● Reviewed and continually improved the annual marketing plan for CIBC analysts and Corporates via Roadshow Calendar for
Europe, Asia and North America
● Oversaw the full lifecycle of all roadshow activities; formulating target lists, electronic invites, roadshow schedules and logistics
including post roadshow feedback, this included; NDRs, IPOs, Analyst Marketing, Corporate Access Roadshows and conferences
● Provided key support to the sales team, liaising extensively with key clients; advising on forthcoming corporate and analyst
marketing, arranging meetings, collating feedback to support continuous improvement and to build strong client relationships
● Key liaison with the Corporate Events team for Canada and Europe; spearheaded flagship, mini and sector-focused conferences
and coordinated extensively with key clients, internal and external speaker management
● Working with the relevant in-house teams for the timely creation and design of conference and event collateral, save the dates,
invitations, speaker booklets, attendee lists, and agendas as well as any other marketing materials required
● Developed and implemented effective feedback processes for mini-conference and sector conferences, both corporate and internal, managing all relevant CIBC systems to ensure optimised data to support operations
● Forged and maintained strong global supplier relationships, ensuring costs minimised with no detriment to quality
● Responsible for managing client and holiday events in both Europe and Canada whilst also overseeing budget preparation for all
events
● Maintained all records and systems including Salesforce CRM, roadshow calendar; keeping detailed records of all regional
marketing and event management activities ensuring accuracy and attention to detail
● Ensured information effectively communicated across all parties through the development and implementation of a robust
process to ensure that feedback from Europe is efficiently inputted into the CRM and delivered to our corporate clients
● Effectively maintained a detailed database of contact IR and admins at key corporate clients whilst ensuring key clients are
coordinated for all research access, distribution list and analyst access
Sales, Processes, Asia, Detail, International, Development, Implementation, Speaker, Support, Analyst, Continuous improvement, Design, Management, Budget, Salesforce, Event, Database, Corporate events, CRM, Research, Marketing
2012 - 2015
job
Director of Global Operations / Global Head
Driven Worldwide Ltd.
of Operations and Client Experience
Driven Worldwide Ltd.
Key Achievements:
● Provided key leadership and direction within a global provider of specialist chauffeur drive services, specialising in financial
roadshows, conferences and senior executive travel within the investment banking industry
● Oversaw all day-to-day global operations and managing the performance, setting KPIs and leading operations teams in across
London, New York and Hong Kong sites
● Proactively led a team of 3 regional managers and 31 operational team members, developing and implementing resourcing plans
in line with the company's strategic objectives
● Spearheaded the full lifecycle of diverse projects focused on innovation, quality improvement and enhanced market penetration
● Oversaw all budgeting and forecasting whilst also leading contingency planning against bad weather planning, large scale events
(e.g. the Olympics) and short-term resourcing issues
● Championed the delivery of excellent customer service; effectively managing all queries and escalated issues through to resolution as they arise
● Actively monitoring performance and reporting directly to the board, taking remedial action where necessary to maintain
standards and performance
● Effectively managed all resource planning, recruitment, appraisals, performance management and general HR administration
● Delivering key training to teams and managing communication programmes to improve customer service and product knowledge
● Provided key support within business development and client management and global sales and marketing teams whilst also
providing on-site support at conferences both local and international
Driven Worldwide Ltd.
Key Achievements:
● Provided key leadership and direction within a global provider of specialist chauffeur drive services, specialising in financial
roadshows, conferences and senior executive travel within the investment banking industry
● Oversaw all day-to-day global operations and managing the performance, setting KPIs and leading operations teams in across
London, New York and Hong Kong sites
● Proactively led a team of 3 regional managers and 31 operational team members, developing and implementing resourcing plans
in line with the company's strategic objectives
● Spearheaded the full lifecycle of diverse projects focused on innovation, quality improvement and enhanced market penetration
● Oversaw all budgeting and forecasting whilst also leading contingency planning against bad weather planning, large scale events
(e.g. the Olympics) and short-term resourcing issues
● Championed the delivery of excellent customer service; effectively managing all queries and escalated issues through to resolution as they arise
● Actively monitoring performance and reporting directly to the board, taking remedial action where necessary to maintain
standards and performance
● Effectively managed all resource planning, recruitment, appraisals, performance management and general HR administration
● Delivering key training to teams and managing communication programmes to improve customer service and product knowledge
● Provided key support within business development and client management and global sales and marketing teams whilst also
providing on-site support at conferences both local and international
Leadership, LED, Direction, Monitoring, International, Development, Global sales, Support, Banking, Recruitment, Service, Marketing, Sales, Customer service, Performance Management, Management, Forecasting, Training, Innovation, Administration, Business development
2010 - 2012
job
Associate (European Equity Marketing)
unknown.
BMO Capital Markets
Marketing
2006 - 2010
job
Project & Roadshow Desk Manager
Travelling Roadshow Logistics.
Imagination Investor Communications Ltd.
Key Achievements:
● Provided key support as a central point of coordination between the multiple banks and working with all parties to optimise the travelling teams' coverage of key financial centres to ensure maximum reach to investors
● Working closely with travelling teams visiting key cities across the globe and supporting all logistical aspects; maintaining strong
communication links with the client, banks and internal project teams to ensure accurate travel arrangements for each
participant within the specified budget
● Project managed IR roadshows as well as analyst days and results presentations whilst also overseeing live webcasts, audio-only
and live video
● Oversaw the logistics budget, from initial costing to post-event reconciliation
QUALIFICATIONS AND PROFESSIONAL DEVELOPMENT
Key Achievements:
● Provided key support as a central point of coordination between the multiple banks and working with all parties to optimise the travelling teams' coverage of key financial centres to ensure maximum reach to investors
● Working closely with travelling teams visiting key cities across the globe and supporting all logistical aspects; maintaining strong
communication links with the client, banks and internal project teams to ensure accurate travel arrangements for each
participant within the specified budget
● Project managed IR roadshows as well as analyst days and results presentations whilst also overseeing live webcasts, audio-only
and live video
● Oversaw the logistics budget, from initial costing to post-event reconciliation
QUALIFICATIONS AND PROFESSIONAL DEVELOPMENT
Video, Event, Budget, Audio, Analyst, Support, Development, Costing, Manager
My education
University of South Africa Unisa
Bachelors, Business Entrepreneurship
Bachelors, Business Entrepreneurship
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