Asset Management - Company Secretary / Investment Trusts - Vice President (VP)

JP Morgan

Location: Greater London

Job Type: Full time


In this new role, you will report into the Head of the Board Management and Client Service team. Moreover, you will work with a large number of teams across the Asset Management business.

As a senior company secretary you will fulfil the legal duties for a number of investment trusts, but the role goes significantly beyond this into the wider aspects of running the trusts, and ultimately you will provide information and advice to the boards to enable them to make decisions. You will be an experienced company secretary with a proven track record of excellent performance and ambition to advance your career.

Job Responsibilities

  • Fulfilling the legal duties of a company secretary for a portfolio of investment trusts
  • Providing comprehensive legal and administrative support and guidance to the board of directors
  • Assisting in the implementation of corporate strategies by ensuring that the board's decisions and instructions are properly carried out and communicated
  • Ensuring that the company complies with all relevant statutory and regulatory requirements
  • Communicating with the shareholders as appropriate
  • Acting as the appointed representative of JP Morgan in respect of the duties as set out in the management agreement between us and the investment trusts
Specific duties include the following
  • Board Meetings
  • General Meetings
  • Articles of Association
  • Stock Exchange Requirements
  • Report and Accounts
  • Shareholder Communications
  • Share and Capital Issues and Restructuring
  • Corporate Governance
  • Board Communications
  • Company Seal
  • Registered Office
  • Companies House Filings
  • Maintenance of the statutory registers
  • Liaison with the company's Registrars
  • Provision of reports and information on a regular basis to internal and external persons.

Required qualifications, capabilities, and skills

  • Client focused- Essential to have a client centric mindset with a commitment to integrity, fairness and responsibility
  • Previous employers and roles – Essential to have senior 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 MAR, Companies Act and UK Listing Rule
  • Relationship management – Essential to have the ability to develop partnerships with 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. Self-motivated as well as a strong team player with a keen sense of ownership and desire for continuous improvement
  • Document management – Must have a keen attention to detail with excellent organizational skills which can be competently utilised to manage a large agenda
  • Fully ICSA (Institute of Chartered Secretaries and Administrators) qualified or working towards full qualification
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