Lehman Brothers Work Values

Daily Duties at Lehman Brothers:

•Launched and cross-trained a combined equity and fixed income roadshow team, including developing long-term strategic business relationships. •Developed a strategic RFP for long-term webcasting cost-savings initiative utilized as a top marketing tool to reach vast broadening client groups. •Responsible for London roadshow team for 5 months, securing strategic UK and European internal and external relationships. •Key involvement in the start-up of Lehman’s Asia roadshow team. •Managed first 2 Private Equity global marketing roadshows, working directly with the managing partners, both lasting more than 12 months. •Responsible for the administration of compliance regulation for Syndicate Road shows team. •Sales support on New Issues, including information gathering, comps and liaising with company managements. •Mentored first 2 roadshow marketing specialists for Asia-Pacific region. •Implemented cost savings initiatives. Successfully leveraged vendor relationships leading to significant cost reductions. •Authored a comprehensive Guide to Capital Markets Roadshows, a detailed informational document for new employees. •Developed department overview for Lehman’s website. VP, Manager, Equity Research Marketing (1996-2003) •Launched Equity Research Marketing Group, including analyst marketing (80+ analysts) and company management (non-deal road show) marketing. •Formulated directional marketing meetings between research-backed companies and institutional equity investors including field trips, 3rd party sponsorship conferences, industry conferences and hundreds of group meetings. •Supervised all key one on one meetings at industry conferences, the most comprehensive being pharmaceuticals, telecommunications and energy. •Worked closely with account managers and CRM to provide thorough marketing support. •Established equity conference key one-on-one investor meeting effort. Managed and administered the vital one-on-one schedules for an average of 20 equity conferences and several high yield conferences, including liaising with presenting companies, investment banking, research and sales. •Developed a weekly marketing schedule with massive internal and external (investors) distribution on a weekly basis.

What they like about Lehman Brothers:

You give high priority to hiring firms with prestige. Market reputation and prestige of a firm may be determined through on-line research, and conversations with individuals working in your target industry. Note that firms "in the public eye" receive a great deal more critical publicity and attention than those operating with more anonymity. So as you assess your employment opportunities, be sure to seek out the positive aspects of the firm's reputation in addition to noting negative publicity the company may have received.

Tags

Series 7, Series 63, Branding, Management, Communications, Conferences & Roadshows, Budget Controls, Team Building/Mentoring, Account Administration, Relationship Management, Web Marketing, Roadshows, Conferences, Leadership, Team Building, Marketing, Budgets, Training, Administration

Skills

Management, Leadership and Mentoring, Project Management, Relationship Management, Microsoft Office Suite, MAC OSX Software, Budget Governance, Corporate Access

These are some of the questions we asked our climbers about their experiences with Lehman Brothers: