JPMorgan Investment Trust â Assistant Company Secretary - Associate

Launch your company secretarial career with a dynamic role supporting independent boards across our diverse Investment Trust business. Gain hands‑on experience with sixteen London‑listed companies spanning multiple regions and sectors including international exposure. This is your opportunity to develop governance expertise and build a pathway to a full company secretarial position in a fast‑paced, global environment.

As an Assistant Investment Trust Company Secretary, you will report directly to the Head of Investment Trust Secretariat and support a Company Secretary in fulfilling the legal duties across multiple JPMorgan Investment Trusts. This is a fast‑paced role where you will provide information and support to both boards and internal stakeholders to facilitate informed decision‑making.

• Supporting a Company Secretary with the legal duties for a portfolio of Investment Trusts.
• Providing legal, governance support and guidance to the board of directors and acting as deputy for the Company Secretary in their absence.
• Assisting in ensuring compliance with all relevant statutory and regulatory requirements.
• Supporting Board and Committee meetings, including scheduling and attending Board/Committee meetings including the AGM, drafting and preparing agendas/papers, reviewing Board papers for accuracy, drafting minutes and action points, scheduling meetings and booking meeting rooms as needed.
• Processing Director expenses and reviewing quarterly Director fee forms, updating the payroll provider with changes to Director information, preparing Director induction materials and participating in induction meetings alongside the Company Secretary.
• Assisting in the project management of Annual and Half‑Year Reports including drafting the Chairman’s statement, coordinating with auditors and reviewing final drafts.
• Reviewing, preparing and releasing following announcements: daily share buyback, share issuance, monthly Total Voting Rights (TVR), quarterly Listing Rules, block listing, TR‑1, Persons Discharging Managerial Responsibilities via Regulatory News Service (RNS), Annual Report, Half‑Year Report and Dividends.
• Communicating with shareholders as appropriate.
• Preparing and submitting Company House filings, Stamp Duty forms, Annual Report and Half‑Year Report with the National Storage Mechanism and other regulatory bodies.
• Processing invoices through the payment management system.
• Reviewing Investment Restriction Guidelines and Loan Compliance Certificates.

• Client focus – essential to have a client‑centric mindset with a commitment to integrity, delivery and responsibility.
• Relationship management – ability to develop partnerships with key business partners including financial reporting, product development, operations, investment desks, compliance, risk, tax, and internal and external legal counsel.
• Communication, influencing and interpersonal skills – excellent written and verbal communication skills with an ability to articulate complex ideas, concepts, and solutions at a level appropriate to the recipient.
• Self‑motivated and a strong team player with a keen sense of ownership and desire for continuous improvement.
• Keen attention to detail with excellent organisational skills.

• Fully or partly qualified with the Chartered Governance Institute (CGI), UK or a desire to qualify.
• Opportunity to progress in the long‑term into a full Company Secretarial role.
• Experience within an asset management environment and dealing with independent Board members.
• Some technical knowledge across areas such as Market Abuse Regulation, Companies Act and UK Listing Rule.

We are an equal opportunity employer and place a high value on diversity and inclusion. 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.