Job Description

We are looking for an enthusiastic, pro-active and highly organised candidate to join our small team working within Corporate Broking and alongside the dedicated Investment Trusts team, with primary responsibility being Investor Relations for our Corporate Broking clients within the Investment Trusts universe. You will have access to the specialist sales team on the Markets side, alongside whom the team works with on a frequent basis for the benefit of clients.

As an Investor Relations Analyst in the Investment Banking business, you will typically be responsible for the execution of roadshows and events (which are often arranged with a view to targeting existing and new investors). You will be part of a dynamic, evolving team where you can develop key Investor Relations skills and deepen your knowledge of the Investment Trust sector. We're excited for you to bring your dynamism and eagerness to our team, executing and attending client roadshows and events.

Job responsibilities

• Create and execute bespoke marketing plans for corporate broking clients involving results & regional roadshows, investor lunches, webinars etc.
• Gathering investor feedback and preparing reports following roadshows and events
• Preparing roadshow schedules & supporting the IR team with roadshow execution tasks
• Working with the team to originate and execute thematic events and overseeing logistics
• Accompany clients to meetings arranged (representing JPMC)
• Build relationships with investors in London, Edinburgh and the regions to further develop network
• Uncovering buying interest from new/existing investors
• Speak to investors to identify gaps in their portfolios in order to ensure they are offered relevant 1-1 meetings and events
• Work in conjunction with the Specialist Sales team to highlight and inform corporate broking clients to new and existing investors when positive research or favourable market conditions occur
• Pre-market of new products (i.e. obtaining pre-sounding scripts and calling from the desk new and existing investors to discuss new products)

Required qualifications, capabilities and skills

• Experience in complex organisational tasks
• Enthusiastic, energetic, attention to detail and well organised
• Organisational skills and self-motivated approach essential; ability to prioritise workload
• Confident and pro-active when working with Sales and Investment Banking teams
• Interest in the financial markets
• Team player and good interpersonal skills essential
• Good telephone manner essential
• Flexible and enthusiastic approach to work
• Common sense, be able to work on own initiative. Resourcefulness in problem-solving under pressure
• Proficient knowledge of Word, PowerPoint and Excel

Preferred qualifications, capabilities and skills

• FCA Registered
• IR/Roadshow experience (1-2 years)
• Experience in client management
• Experience with event organisation

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

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.