JPMorgan Investment Trust – Assistant Company Secretary Associate

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 sectorsincluding 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 Chairmans 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.