Senior Closing Officer responsible for pre - closing and closing functions for credit products at KeyBank. Managing complex transactions and providing expertise to drive successful loan closures.
About the role
- Investment Company Secretary in legal affairs offering quality services to investment trusts while ensuring compliance and efficient operations. Collaborating with boards for strategic oversight and corporate governance.
Responsibilities
- To provide a quality investment secretarial service to a portfolio of clients.
- To ensure efficient running of these products and the provision of a high standard of service to the boards, shareholders and fund managers.
- Develop strong working relationships with investment trust/company directors, in particular the chairs, maintaining regular dialogue with them.
- Actively participate in corporate transactions.
- Ensure efficient performance of ongoing investment secretarial duties: Board Meetings.
- Ensure proper planning of board agenda in advance of meetings; ensure preparation of accurate board papers, through detailed review, which are despatched to the board a week before the board meeting date; present at board meetings on company secretarial and strategic issues; prepare minutes for review by the chair within one week of the meeting.
- Co-ordinate the production of annual and interim and quarterly reports; perform detailed review of accounts; ensure financial reports meet all current legislative and regulatory requirements and are despatched to shareholders within statutory time scales; ensure all statutory forms are completed accurately and filed prior to deadline.
Requirements
- Previous board support experience, specifically minuting taking and preparation of relevant Board Papers and Annual and Interim Financial Statements.
- Must be proactive, personable and a self-starter who is extremely well organised.
- Must be a qualified company secretary / accountant, governance professional or qualified solicitor.
- Experience of Investment Companies, working with Boards and a familiarity with the AIC and Corporate Governance Codes: Minute taking at complex board meetings within financial services sector (ideally Investment Companies);
- Experience of statutory and regulatory filings.
Benefits
- In-Office Collaboration
- Flexibility to work from home one (1) day per week
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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