This individual is a fantastic ICSA qualified company secretary who made a career change a few years back into the industry and since then has worked with financial services companies, on a contract with a fund manager and a now with a listed asset manager.
Currently the candidate’s main role is acting as company secretary to the investment management entities and ensuring compliance of the 100+ subsidiaries of the group. The candidate runs the company share save scheme and drafts the AGM notice and supports with AGM preparation. Also has involvement in the Annual report.
Meetings wise, the candidate previously managed meetings for 5 entities with quarterly boards, including an investment management entity and a real estate trust. Now the candidate fully services 5 investment management companies (based in Cayman, Guernsey and UK).
After coming up to 3 years in the team the candidate is keen to change to a new role to broaden exposure.