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About the Role

Provide ongoing personal support to the Head of Investment Trusts, including office management services for the department. This role suits an organized, efficient PA with prior senior-level experience, preferably in financial services, and strong communication and networking skills.

Responsibilities

Provide ongoing personal support to the Head of Investment Trusts.
Provide office management services for the Investment Trust department.
Support the Senior Company Secretary, Head of Investment Trust Sales & Head of Investment Trust Marketing on departmental matters.
Manage complex diaries and inboxes for the Head of Investment Trusts.
Process expenses for the Head of Investment Trusts and the Senior Leadership Team.
Manage regulatory registers, including CPD training logs and Gifts and Entertainment tracking.
Arrange travel for the Head of Investment Trusts.
Coordinate projects, including confidential matters of high market sensitivity, working with the embargo team.
Manage Insider Lists for Material NonPublic Information (MNPI) with the Compliance team.
Track and arrange meetings between the Head of Investment Trusts and each Investment Trust Chair twice a year.
Track and ensure completion of Board meeting actions allocated to the Head of Investment Trusts.
Plan and coordinate complex diary management for the senior leadership team on an ad-hoc basis.
Organize venue and logistics for two Chairmen’s dinners and retirement dinners for Investment Trust Chairmen annually.
Manage invitations and logistics for 3x awards dinners per year.
Plan, arrange, and execute the annual Investment Trust Directors’ conference and dinner.
Plan, arrange, and execute the Investment Trust Annual brokers drinks reception.
Plan, arrange, and execute the annual Department offsite.
Support the sales team with events as required.
Plan and manage Investment Trust Board’s overseas trips, including travel, visas, accommodation, meeting facilities, activities, restaurant bookings, client/company meetings, and itinerary creation.
Support the Company Secretarial team with venue and logistics for private board dinners.
Coordinate the response to complaints, tracking through to completion and reporting.
Process invoices.
Monitor and manage the Investment Trust T&E Budget.
Build good working relationships with peers and clients.
Prepare a Monthly Share analysis report for all 8 trusts.
Update and track share issuance and buybacks for the Sales team.
Organize induction schedules for new Investment Trust Directors.
Arrange Investment Trust departmental meetings.
Manage department records, including sickness, holidays, and joiners/leavers.
Maintain a Weekly movements schedule for team members' office/WFH status.
Update organization charts for team changes.
Act as Business Continuity Plan administrator.
Act as Departmental Business Champion for IT and Facilities projects.
Arrange requirements for the work experience program.
Understand and abide by regulatory obligations, regulated entity requirements, and JHI policies.

Requirements

Discretion and confidentiality
Punctuality and flexibility
Highly organised with ability to prioritise
Proactive
Excellent verbal and written communication skills
Attention to detail and accuracy
Enthusiastic/positive attitude
Able to use initiative
Excellent interpersonal skills and ability to build excellent relationships at all levels
Willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements.
Willing to provide information on past political contributions and political activities.

Skills

Complex diary management
Inbox management
Expenses processing
Regulatory registers
CPD training logs
Gifts and Entertainment tracking
Travel bookings and arrangements
Project coordination
Insider List management
Event management
Invoice processing
Budget monitoring and management
Relationship building
Share analysis reporting
Share issuance and buyback tracking
Induction scheduling
Departmental meeting arrangement
Record management
Business Continuity Plan administration
IT and Facilities project support
Work experience program arrangement
Intermediate to Advanced computer skills including Word, Outlook, PowerPoint and Excel
Salesforce
Numerate and literate
Good communication and networking skills
Financial services experience preferred
Previous PA experience working at a senior level

Location

Hybrid working

Work Type

Hybrid working

Experience Level

Senior level experience preferred
Previous PA experience working at a senior level

Salary/Compensations

Position may be eligible to receive an annual discretionary bonus award from the profit pool.

Benefits

Hybrid working and reasonable accommodations
Generous Holiday policies
Excellent Health and Wellbeing benefits including corporate membership to ClassPass
Paid volunteer time
Support to grow through professional development courses, tuition/qualification reimbursement and more
Maternal/paternal leave benefits and family services
Complimentary subscription to Headspace – the mindfulness app
All employee events including networking opportunities and social activities
Lunch allowance for use within our subsidized onsite canteen
Competitive compensation
Pension/retirement plans
Various health, wellbeing and lifestyle benefits

About the Company

A career at Janus Henderson is more than a job, it’s about investing in a brighter future together.
Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.
Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust

Equal Opportunity

Janus Henderson Investors is an equal మేము an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
All applications are subject to background checks.