Investment Trust Company Secretary

We have been exclusively appointed to search for an experienced Investment Trust Company Secretary to join the Corporate Secretariat team of a specialist investment management firm. This role offers the opportunity to work closely with listed investment trust boards, corporate boards, and a highly skilled team, where you will provide top-tier governance and administration services. If you’re looking to deepen your experience within the asset management sector as part of a high-performing team within a supportive and inclusive organisation, this could be the ideal role for you.

Key Roles and Responsibilities

• Take full responsibility for the allocated investment trust and corporate boards, ensuring compliance with the LRs, DTRs, AIM rules, Companies Act 2006, MAR, and other relevant regulations.
• Provide the board with advice on best practice corporate governance, ensuring alignment with relevant codes.
• Coordinate and produce key reports, including Half Year and Annual Financial Results Announcements, and manage their distribution to shareholders.
• Assist with client-specific special projects as required.

Experience and Qualifications

• ACG qualification with a minimum of 3 years’ relevant experience.
• Prior investment trust experience is preferred.
• Strong proficiency in Microsoft Word essential, proficiency in Excel and PowerPoint preferred.

Attitudes and Behaviours

• Highly organised with exceptional attention to detail.
• Confidence and gravitas to engage with senior stakeholders effectively.
• A proactive mindset with the willingness to take on new tasks and adapt within the role.

At The Core Partnership, we embrace diversity and believe in the inherent value of every individual. Our commitment to inclusivity extends beyond mere words; it’s ingrained in our core values of humanity, passion, honesty, and commitment. We therefore welcome all applicants, regardless of ethnicity or cultural background, age, gender, gender identity, nationality, religion, disability, sexual orientation, or any other protected characteristic.

We strive to create an environment where every person feels valued, respected, and empowered to succeed both internally and for the roles we recruit for. If you require any adjustments to facilitate your application process, please let us know.