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Asset Management, Investment Trust Investor Relations, Vice President

Req #: 180025675
Location: London, ENG, UK
Job Category: Asset Management
Potential Referral Amount: 3500 Pound Sterling (GBP)


Overview of Role

The Investment Trust business is a market leading business managing the affairs of 22 London Stock Exchange listed investment trust companies and 1 New York Stock Exchange listed closed end fund. JPMAM has been at the forefront of efforts to broaden shareholder ownership of investment trusts, particularly in the wealth manager and direct channels. The Investment Trust Investor Relation Specialist has responsibility for deepening the relationships and ownership of our investment trust range within the wealth management groups that are already shareholders as well as seeking and introducing new groups / buyers to the range. The role will have a geographic focus on London and the regional clients across the UK.


Key Requirements & Duties

  • Develop strong relationships with existing holders of our investment companies and ensure activity is co-ordinated and communicated with colleagues in the broader UK Funds sales team that are also involved in servicing those clients.

  • Identify prospective investors at all wealth management firms in the UK and convert these into buyers in coordination with the Investment Trust Sales team.

  • Keep shareholders informed and up-to-date with their investments as well as cross-sell other investment companies they do not currently own

  • Work closely with the investment trust Client Directors to keep informed of trust developments, assist with register management, discount management and identify growth opportunities

  • Record all activity and follow-up actions on SalesForce (Customer Relationship Management tool)

  • Provide written feedback on an agreed selection of Investment Companies for inclusion in the respective Company’s quarterly board meeting. The report to include; movement/changes on the Company’s share register, reporting on undertaken and planned activity as well as feedback from existing or prospective investors. At the discretion of the Client Director, present to the various Boards of Directors on an annual or more frequent basis

  • Provide sales support across the JPMorgan range of investment companies by sharing the role of ‘product champion’

Key Competencies   

  • Experience in investment fund/investment company sales and have a clear understanding of the developing distribution landscape in the US
  • As a minimum, hold a professional qualification, such as the IMC

  • Experience of forging strong and successful client relationships and superior activity planning skills

  • An interest and knowledge of global economies, their stockmarkets and investing

  • Investment trust sector knowledge would be advantageous but not a prerequisite

  • Existing relationships with key investment trust buyer contacts in the UK market would be advantageous.

  • Strong demonstrable client skills, including excellent presentation skills and be comfortable working at all levels of seniority, both internally and externally

  • An organised self-starter who has the ability to work on their own and plan their time

  • A conscientious team player

  • A willingness to travel / preparedness to spend significant time away from the office during the working week

This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority to carry out such activities.


JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.6 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.


Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.


JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.


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