Associate Director - Fund Administration

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Purpose of the Job

Responsible for overseeing and providing company secretarial services to a portfolio of clients of Ocorian Fund Services (Jersey) Limited and Ocorian Administration (UK) Limited.  The role will include manging a team who provide company secretarial services to existing and prospective new funds, particularly in the real estate market, ensuring the compliance with corporate governance codes, principles of best practice and company secretarial procedures.  The role will also involve overseeing, managing and undertaking work on behalf of other operating companies, particularly in respect of the Jersey registry, regulatory and potentially listing filings.

Main Responsibilities

• Experience managing and overseeing a cross-jurisdictional team within real estate
• Proven track record of managing people across locations and production of associated departmental reporting.
• To mentor and guide members of the Company Secretarial team in their development.
• To co-ordinate continuing training and oversight of team members.
• To oversee and manage all board meeting processes.
• Liaison with administration and senior management teams (appropriate levels of staff).
• Management of corporate calendars for a portfolio of clients looked after by a wider team reporting directly to the individual.
• To oversee all company secretarial support for the set-up of corporate entities and LP’s in various jurisdictions as well as maintaining company records, share and registrar functions and system maintenance.
• To ensure adherence to good corporate governance principles concerning all Company Secretarial matters.
• To input changes into the core system in accordance with agreed procedures and to ensure that corporate documents are scanned and indexed in the Document Management System in the correct place in accordance with filing structure.
• To take an active role in maintaining the Meeting Planner and Company Secretarial calendar as well as maintaining own diary of outstanding client related items and ensuring outstanding items are co-ordinated appropriately.
• To provide oversight in the co-ordination of Company Secretarial aspects of fund launches.
• To provide other related management and support services as and when required.
• To streamline, adapt and implement appropriate procedures to ensure best practice delivery of corporate governance and company secretarial principles within the Company to Corporate clients.
• Actively feedback from clients and board meetings our potential as a business to be involved and generate new leads across service lines.

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Knowledge, skills and experience

• Extensive experience (at least 10 years) of working in a Company Secretarial role working on FTSE 350, AIM listed entities and unlisted private equity structures.
• Senior real estate experience is essential
• Either qualified ICSA/STEP or equivalent qualification (or advanced training toward these qualifications) would be an advantage.
• Good practical knowledge of the applicable corporate governance codes
• Excellent presentational skills and client service skills including the ability to manage client expectations.
• The ability to keep clear and concise records and to add value to the Company Secretarial role.
• Good experience of writing concise and accurate minutes.
• The ability to work under pressure and to strict deadlines.
• Very good working knowledge of Word, Excel, Adobe etc and a willingness to become proficient using new software packages including, Board Intelligence, Co-Pilot and NextMatter
• A working knowledge and experience of eFront, Viewpoint and/or other entity management systems would be preferred.
• Excellent communication skills and the ability to manage and work well within a cross-jurisdictional team as well as on own initiative.
• Excellent organisational and planning skills to reduce/avoid operational pressures and plan ahead to ensure service standards are always met.
• Professionalism and the drive to work collaboratively to make continuous improvements in processes.
• The ability add value to the Company through the development of the team members and improve the quality of services the Company Secretarial team deliver.
• The ability to interact with colleagues at all levels in the Company and to gain the respect of staff and clients.

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.