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.

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
• Collation of event information ensuring that badges, signage, delegate packs and any supporting materials are available.

• 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
• 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.

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
• 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
• 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
• Maintained and updated all marketing presentations
• Scheduled client road shows, client dinners/meetings and client events. Show less