About this job


A strong influencer and self-motivated individual is required for the Investment Trust team of a leading financial services company. Reporting into the Head of Asset Management Secretariat, you will be responsible for ensuring the trusts are run in accordance with specified regulatory terms as well as providing a comprehensive company secretarial service and advising investment trust boards on governance matters. Previous experience in a similar environment (funds) is essential. If you wish to advise at board level and have the level of gravitas to do so confidently, we’d love to hear from you.



  • Organisation and support for at least four quarterly board meetings per entity and involves agreeing agenda items, collating board packs and drafting and releasing RNS announcements.
  • Coordinating and organising shareholder meetings for the investment trusts in conjunction with other internal departments. 
  • Arranging for the filing of documents with Companies House and other government bodies as necessary. 
  • Ensuring compliance with relevant regulatory and statutory requirements. 
  • Attending to requests for notarisation of documents, certified copies of registers and board resolutions. 






Core Jobs | 8821085


Company Secretary 

 - Listed Investment Trusts 





Experience and qualifications

  • Chartered Company Secretary qualification
  • Previous experience in a similar environment (funds industry)
  • Experience of investment trusts would be a very strong advantage


Personal qualities and behaviours

  • Excellent communication skills
  • Proactive and self-motivated
  • Effective team player



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