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Full job description
JOB DESCRIPTION
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.
ABOUT US
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.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.