Board Management – Full Time Company Secretary (VP)

Introduction

J.P. Morgan Asset Management, the asset management arm of J.P. Morgan Chase, is one of the largest investment management houses in the world. Our clients include private individuals, government agencies, central banks, asset managers, consumer banks, financial advisers, pension funds, charities and foundations. We offer our expertise on a segregated portfolio basis as well as within pooled vehicles.

The Board Management team provides a full support service for a number of Open and Closed ended UK, Luxembourg and Irish domiciled funds all of which are managed by JPMorgan Asset Management.

Overview of the Board Management Team

The Board Management Team comprises nine Company Secretaries, one Corporate Governance Manager (all based in London) and a Board Management Support team consisting of 6 individuals based in London and Mumbai. This role will report into the head of the Board Management team and will be based in Luxembourg.

The Board Management team works with a large number of teams across the Asset Management business to ensure that the boards are provided with high quality information in a timely manner, whilst additionally providing relevant and timely updates on any regulatory matters.

The primary function of the role available will be supporting the Board of the three ICVC umbrellas that are managed by JPMorgan Funds Limited. The combined assets under management for these funds is approximately USD38 billion. The Board has an independent director as chair and has another indepdent director on the Board. The role will also support the boards of the smaller Life umbrella and will also provide cover and support to the company secretary of the SICAV umbrellas managed by JPMorgan Asset Management Europe.

There will also be opportunities to support and oversee investment trusts as well as participate in various internal committees.

Primary responsibilities and duties

Some of the key activities for this role are given below.

• Attend board meetings and provide full company secretarial support for the boards of the funds you will be responsible for.
• Work with other teams in developing new products or amend existing ones, ensure that any necessary shareholder notifications have the appropriate content and form.
• Manage the board paper production process effectively, ensuring that papers are sent to Directors in a timely manner.
• Organise and maintain the agenda plan for the year and organise board meetings at least a year in advance.
• Work with other team members to ensure that all action items from board meetings are carried out effectively.
• Provide support and cover when needed to other boards managed by the wider team.

Candidate skills, experience and knowledge

• Client focused- Essential to have a client centric mindset with a commitment to integrity, fairness and responsibility.
• Previous employers and roles – Essential to have experience in a Company Secretarial role, preferably within an asset management environment.
• Technical knowledge – Must have sound company secretarial knowledge including minute taking and the ability to liaise with directors at a high level with a knowledge of UCITS and non UCITS fund structures.
• Relationship management – Essential to have the ability to develop partnerships with Board Directors and key business partners, including product development, operations, investment desks, compliance, risk, tax, and internal and external legal counsel.
• Project management – Experience of managing a number of projects and managing to tight deadlines with a proven track record of managing projects within a large, highly complex, cross-functional environment.
• Communication, influencing and interpersonal skills – Must have excellent written and verbal communication skills with an ability to articulate complex ideas, concepts, and solutions at a level appropriate to the recipient.
• Document management – Must have a keen attention to detail with excellent organizational skills which can be competently utilised to manage a large agenda.
• Qualifications – Fully CGI (Chartered Governance Institute (CGI) UK and Ireland) qualified or working towards full qualification.