Asset Management - Investment Trusts Senior Company Secretary - Vice President - London

JPMorgan Chase & Co.; London; On-site; GBP 70,000 - 100,000; Full time

Job summary

A prominent financial services firm in London seeks a Company Secretary for its investment trust department. This senior role involves fulfilling legal duties for multiple trusts, providing governance support, and managing complex projects within a dynamic environment. Ideal candidates will be fully qualified Chartered Secretaries with significant experience and possess strong communication and project management skills, alongside a commitment to client-focused integrity and excellence.

Qualifications

• Senior experience in a Company Secretarial role, preferably within asset management.
• Fully qualified with expertise in relevant regulations such as MAR and Companies Act.
• Excellent organizational skills and attention to detail for managing legal documents.

Responsibilities

• Fulfilling the legal duties of a company secretary for multiple investment trusts.
• Providing comprehensive legal and governance support to the board of directors.
• Managing projects related to the Annual and Half-Year Reports to internal and external stakeholders.

Skills

Client focus

Technical knowledge in company secretarial practices

Project management

Communication skills

Education

Fully Qualified Chartered Secretary

Job description

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Job Description

Overview

JPMorgan Asset Management is a market leader in the investment trust industry. The investment trust department of JPMorgan Funds Limited ('JPMF') manages the affairs of 16 investment trust companies listed on the London Stock Exchange, including one domiciled in Guernsey. There is also 1 US listed investment company.

The Company Secretarial & Board Management team provides a full client support service for the Investment Trusts all of which are managed by JPMorgan Asset Management.

Job Summary

The Company Secretary will fulfill the legal duties of a company secretary for multiple investment trusts, extending beyond traditional responsibilities to encompass broader aspects of investment trust management. The role involves providing information and advice to boards to facilitate informed decision-making, requiring an experienced company secretary with a proven track record of excellence.

In this role, you will report into the Head of Secretariat.

Job Responsibilities

• Fulfilling the legal duties of a company secretary for a portfolio of Investment Trusts.
• Providing comprehensive legal and governance 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 effectively.
• Ensuring compliance with all relevant statutory and regulatory requirements.
• Communicating with the shareholders as appropriate.
• Acting as the appointed representative of JPMorgan in respect of the duties as set out in the investment management agreement.
• Coach and train junior members of the team, fostering their professional development and enhancing their skills in company secretarial practices.
• Project management of Annual and Half-Year Reports on a regular basis to internal and external stakeholders.

Required qualifications, capabilities, and skills

• Client focus - Essential to have a client centric mindset with a commitment to integrity, fairness and responsibility.
• Experience - 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 etc.
• 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.
• Project management - Experience of managing a number of projects and managing 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 large agendas.
• Qualifications - Fully Qualified Chartered Secretary with Associate or Fellow Membership with the Chartered Governance Institute UK.

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.