• Have budgetary responsibility of more than \$200,000, with approval from the Manager of Conference & IES Services or direction from the Head of Equities Research, Co-Head of Global Equities, or Associate Director of Research. • Lead the agenda setting process for all conferences and other events, including reschedules and last-minute requests. • Be a strategic partner to Manager of Conference & IES Services in offering improved process recommendations, additional resources and training needed for the team. • Strong commitment to provide excellent customer service; experience with senior leadership and executives required. • Maintain professional demeanor and communication in high-stress situations.
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