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Events Associate

  • Job
    Full-time
    Junior Level
  • Customer Relations
  • Cape Town

AI generated summary

  • You need 2+ years in events, finance knowledge, a bachelor's degree, strong communication skills, proficiency in Microsoft Office, and experience with event software. Ability to multitask and travel is required.
  • You will coordinate live events, manage invitations and social media, support speakers, gather feedback, track leads, and ensure a quality experience for attendees while adhering to procedures.

Requirements

  • + Minimum 2 years’ relevant experience
  • + Investment industry or general financial services knowledge preferred
  • + Bachelor’s degree
  • + Proven ability supporting or running events through the entire event life-cycle
  • + Excellent communication skills; both written and verbal, with the ability to adjust communication style to suit audience. Must be professional when dealing with senior stakeholders and other team members
  • + Proficient with Microsoft office with the ability to quickly learn new systems (e.g. project management software, payment processing software, email marketing platform etc.)
  • + Experience using email marketing systems (e.g. Eloqua or equivalent), event registration software (e.g. Cvent), digital event platforms (e.g. Intrado, Cvent Virtual Attendee Hub) is preferred
  • + Ability to juggle a heavy workload, often with conflicting timelines and must
  • + Be process-driven; ability to adapt existing/create new processes to enable efficient output without jeopardizing quality
  • + Organised and logical with ability to pay close attention to detail whilst maintaining consistent approach
  • + Ability and willingness to travel domestically as needed (infrequent)

Responsibilities

  • Working in support of the South Africa event team to coordinate and execute a series of live events throughout the year, including: own-hosted conferences, regional adviser forums and roadshows; awards ceremonies; private dining; corporate hospitality and sporting events
  • Support the coordination, management and execution of invitation process for events
  • Build and execute social media plans, gathering assets and writing copy for posts
  • Maintain the events calendar
  • Ensure that contingencies are in place for keynote speakers, live events and other potential last-minute changes that will require you to trouble-shoot and adapt
  • Coordinate internal and external speakers and resources and maintain schedules to avoid conflicting dates
  • Collaborate with the brand team to ensure a consistently high-profile and high-quality association for the Morningstar brand, and where appropriate, work with Media team to ensure pre- and post-event media coverage of events
  • Collaborate and build good working relationships with internal creative services team
  • Meet and greet and general support on the day for live events, and manage the attendee experience for online events
  • Collect, analyse and report attendees’ feedback
  • Coordinate the tracking of event marketing qualified leads over to sales team, and subsequent conversion rates
  • Manage Morningstar’s box at Newlands Cricket Ground, coordinating tickets, catering and working with the team to manage attendance
  • Adhere to all internal procedures and business requirements
  • Provide accurate and timely event reports
  • Build a solid network with key clients

FAQs

What is the main responsibility of the Events Associate?

The Events Associate will support the coordination and successful execution of various live events throughout the year, including conferences, forums, awards ceremonies, and more.

Who does the Events Associate report to?

The Events Associate reports to the Director of International Events.

Is prior experience in the financial services or investment industry preferred?

Yes, experience or knowledge in the investment industry or general financial services is preferred.

What qualifications are required for this position?

A Bachelor's degree is required, along with a minimum of 2 years of relevant experience.

What skills are essential for the Events Associate role?

Essential skills include excellent communication, organization, attention to detail, proficiency in Microsoft Office, and experience with event planning and execution.

Will the Events Associate need to travel?

Yes, the Events Associate should be willing to travel domestically as needed, although this will be infrequent.

What tools or software should the Events Associate be familiar with?

The Events Associate should be familiar with email marketing systems (like Eloqua), event registration software (such as Cvent), and digital event platforms (e.g., Intrado, Cvent Virtual Attendee Hub).

How does Morningstar support work-life balance?

Morningstar offers a hybrid work environment that allows for remote work and in-person collaboration at least three days each week, along with other benefits to enhance flexibility.

What personal attributes are preferred for this role?

Preferred personal attributes include being adaptable, personable, self-motivated, goal-oriented, detail-oriented, and having a learner attitude.

What kind of events will the Events Associate help organize?

The Events Associate will help organize various events like owned-hosted conferences, regional adviser forums, roadshows, awards ceremonies, and corporate hospitality events.

Our mission is to empower investor success.

Finance
Industry
5001-10,000
Employees
1984
Founded Year

Mission & Purpose

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and realtime global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $246 billion in assets under advisement and management as of Dec. 31, 2022. The Company operates through wholly- or majority-owned subsidiaries in 32 countries.