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.
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