Monica Ramirez Email & Phone Number

New York, Ny, Us

New York City Metropolitan Area

Greater New York City Area

* Plan and execute Non-Deal Roadshows, Marketing Events, Field Trips and Conferences for Equities and Fixed Income.* Global focus on working with various global corporate and connecting them with buyside investors.* Work with sales on idea generation on non-deal roadshows.* Responsible for creating itineraries, monitoring internal systems for meeting updates and revising itineraries after incorporating all logistics.* Prepare budgets for all upcoming roadshows while… Show more * Plan and execute Non-Deal Roadshows, Marketing Events, Field Trips and Conferences for Equities and Fixed Income.* Global focus on working with various global corporate and connecting them with buyside investors.* Work with sales on idea generation on non-deal roadshows.* Responsible for creating itineraries, monitoring internal systems for meeting updates and revising itineraries after incorporating all logistics.* Prepare budgets for all upcoming roadshows while ensuring that cost are not exceeded. Show less

Greater New York City Area

• Head of North America Corporate Access team.• Plan and execute assigned deal/non-deal roadshows, marketing events and conferences. Duties include speaker management, social events, one-on-one’s and all meeting allocations.• Track cost of all events, confirm budget details and invoice payments.• Maintain a log of information relating to all roadshows and events.• Collation of event information ensuring that badges, signage, delegate packs and any supporting … Show more • Head of North America Corporate Access team.• Plan and execute assigned deal/non-deal roadshows, marketing events and conferences. Duties include speaker management, social events, one-on-one’s and all meeting allocations.• Track cost of all events, confirm budget details and invoice payments.• Maintain a log of information relating to all roadshows and events.• Collation of event information ensuring that badges, signage, delegate packs and any supporting materials are available.• Quarterly and annual corporate access reports.• Pitch corporate events to US Investor Relations. Create and maintain profiles in our database.• Act as a liaison with all external clients, sales and international originators/analyst to coordinate all meetings and logistics. Show less

• Plan and execute assigned deal/non-deal roadshows, marketing events and conferences. Duties include speaker management, social events, one-on-one’s and group meeting allocations.• Responsible for ensuring effective team collaboration from various levels of management.• Act as a liaison with external clients, sales and assistants to coordinate 1x1 meetings, group functions and all logistics.• Contract venues for group functions, overnight accommodations, commercial/private air… Show more • Plan and execute assigned deal/non-deal roadshows, marketing events and conferences. Duties include speaker management, social events, one-on-one’s and group meeting allocations.• Responsible for ensuring effective team collaboration from various levels of management.• Act as a liaison with external clients, sales and assistants to coordinate 1x1 meetings, group functions and all logistics.• Contract venues for group functions, overnight accommodations, commercial/private air, and ground transportation making sure all is confirmed and reflected on all schedules.• Organize information in order to monitor distribution of meetings to priority clients, best monetizing the resource. • Prepare estimates of costs and budgets for upcoming roadshows and marketing events.• Provide backup and support for roadshow manager on projects as needed. Show less

New York

• Coordinated all roadshow/investor activities, including reverse roadshows, managed trip details, acting as the liaison between sales brokers, assistants and corporate executives on all details of the trip.• Retained all information e.g investors, sales coverage, banking coverage, locations to provide strategic marketing to originators.• Created and presented all feedback presentations for all marketing trips once they were completed.• Assisted in all New York… Show more • Coordinated all roadshow/investor activities, including reverse roadshows, managed trip details, acting as the liaison between sales brokers, assistants and corporate executives on all details of the trip.• Retained all information e.g investors, sales coverage, banking coverage, locations to provide strategic marketing to originators.• Created and presented all feedback presentations for all marketing trips once they were completed.• Assisted in all New York Conferences; coordinate o/o's, coordinate audio-visual equipment, meeting room and dining room needs. Show less

Greater New York City Area

• Organized fixed income roadshows, investor trips, events and occasional conferences. Also, responsible for booking corporate events events.• Trained employees on company intranet programs, policies and procedures.• Researched stocks, bonds, and mutual funds as needed.• Responsible for invoices and expense management including relevant spreadsheet. Managed rollout, budget and business objective for all small and mid-sized client projects.• Created and edited PowerPoint… Show more • Organized fixed income roadshows, investor trips, events and occasional conferences. Also, responsible for booking corporate events events.• Trained employees on company intranet programs, policies and procedures.• Researched stocks, bonds, and mutual funds as needed.• Responsible for invoices and expense management including relevant spreadsheet. Managed rollout, budget and business objective for all small and mid-sized client projects.• Created and edited PowerPoint presentations, also processed invoices in the client tracking Show less

Greater New York City Area

• Supported a Managing Director, 2 SVP’s, 2 VP’s, 3 Associates and 2 Analysts from the convertible origination group. Investment Banking – Trading Floor.• Point person for team’s administrative tasks: expense reports, travel arrangements, handling and responding to heavy client telephone/email queries, ordering office supplies.• Elected as coverage manager for maintaining all client contact information into our database. (Over 1000 accounts under coverage)• Maintained and updated… Show more • Supported a Managing Director, 2 SVP’s, 2 VP’s, 3 Associates and 2 Analysts from the convertible origination group. Investment Banking – Trading Floor.• Point person for team’s administrative tasks: expense reports, travel arrangements, handling and responding to heavy client telephone/email queries, ordering office supplies.• Elected as coverage manager for maintaining all client contact information into our database. (Over 1000 accounts under coverage)• Maintained and updated all marketing presentations• Scheduled client road shows, client dinners/meetings and client events. Show less