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- Tasks: Support independent boards and gain hands-on experience in a dynamic company secretarial role.
- Company: Join JPMorgan, a leading global financial services firm with a diverse Investment Trust business.
- Benefits: Opportunity for career progression, competitive salary, and exposure to international markets.
- Why this job: Launch your career in governance while making a real impact across multiple sectors.
- Qualifications: Client-focused mindset, strong communication skills, and attention to detail are essential.
- Other info: Fast-paced environment with excellent opportunities for growth and development.
The predicted salary is between 36000 - 60000 £ per year.
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 you will 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.
Job responsibilities:
- 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 & attending Board / Committee meetings including the AGM, drafting & preparing agendas/papers, reviewing Board papers for accuracy, drafting minutes & action points, scheduling meetings and booking meeting rooms as needed
- Process Director expenses, review quarterly Director fee forms & update the payroll provider with changes to Director information, prepare Director induction materials and participate in induction meetings alongside the Company Secretary
- Assist in the project management of Annual and Half-Year Reports including drafting the Chairman’s statement, co‑ordinating with auditors and reviewing final drafts
- Review, prepare and release 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 the shareholders as appropriate
- Prepare and submit; Company House filings, Stamp Duty forms, Annual Report and Half‑Year Report with the National Storage Mechanism and other regulatory bodies
- Process invoices through the payment management system
- Review Investment Restriction Guidelines and Loan Compliance Certificates
Required qualifications, capabilities and skills:
- 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 as well as a strong team player with a keen sense of ownership and desire for continuous improvement
- Must have a keen attention to detail with excellent organizational skills
Preferred qualifications, capabilities and 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 of Market Abuse Regulation, Companies Act and UK Listing Rule etc.
JPMorgan Investment Trust – Assistant Company Secretary - Associate employer: Jpmorgan Chase & Co.
Contact Detail:
Jpmorgan Chase & Co. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land JPMorgan Investment Trust – Assistant Company Secretary - Associate
✨Tip Number 1
Network like a pro! Reach out to professionals in the company secretarial field, especially those at JPMorgan. Use LinkedIn to connect and engage with them; you never know who might help you land that interview!
✨Tip Number 2
Prepare for interviews by researching the company’s governance practices and recent news. Show us that you’re not just interested in the role but also in how JPMorgan operates within the investment trust sector.
✨Tip Number 3
Practice your communication skills! Since this role requires excellent interpersonal abilities, consider mock interviews with friends or mentors to refine how you articulate your thoughts and experiences.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows your commitment to joining our team at JPMorgan.
We think you need these skills to ace JPMorgan Investment Trust – Assistant Company Secretary - Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Assistant Company Secretary role. Highlight any relevant governance experience or client-focused roles you've had, as this will show us you're a great fit for our dynamic environment.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about company secretarial work and how your background makes you the perfect candidate. Don’t forget to mention your attention to detail and communication skills, as these are key for us.
Showcase Your Skills: In your application, be sure to highlight your organisational skills and ability to manage multiple tasks. We love candidates who can juggle responsibilities while maintaining a keen eye for detail, so give us examples of how you've done this in the past!
Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process but also ensures your application gets the attention it deserves. Plus, it’s super easy to do!
How to prepare for a job interview at Jpmorgan Chase & Co.
✨Know Your Governance Basics
Brush up on your knowledge of company secretarial duties, especially around governance and compliance. Familiarise yourself with the Companies Act and UK Listing Rules, as these will likely come up in conversation. Showing that you understand the legal framework will impress the interviewers.
✨Demonstrate Client-Centric Mindset
Since this role requires a strong client focus, think of examples from your past experiences where you prioritised client needs. Be ready to discuss how you can build relationships with key stakeholders and ensure their needs are met, which is crucial for supporting the boards effectively.
✨Prepare for Scenario Questions
Expect scenario-based questions that test your problem-solving skills and ability to handle fast-paced environments. Prepare by thinking through potential challenges you might face in the role, such as managing multiple board meetings or ensuring compliance under tight deadlines, and how you would address them.
✨Showcase Your Attention to Detail
This role demands excellent organisational skills and attention to detail. Bring examples of how you've successfully managed complex tasks or projects in the past. Highlight any experience you have with drafting minutes or preparing reports, as this will demonstrate your capability to handle the responsibilities of the position.
