Waystone leads the way in specialist services for the asset management industry.
Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide.
With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn.
Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.
The Senior Associate – Waystone Internal Corporate Secretarial Services function will have responsibility as part of a team for the delivery of services (to include scheduling meetings, preparing board packs, preparing minutes, maintaining entity registers and records) to the regulated and unregulated North American, Bermuda and Cayman Waystone internal entities and their respective sub-committees. Reporting will be to the Director - Corporate Secretarial. This will include delivering KPI’s and MI on a regular and consistent basis for management, detailed capacity monitoring and helping to drive the implementation of a technology solution to underpin the business. The minimum expectation of the role is as set out below:-
ESSENTIAL DUTIES AND RESPONSIBILITIES
· Provide the delivery of company secretarial service to an assigned portfolio of Waystone internal entities;
· Organise board and committee meetings as aided by the team;
· Prepare board papers, board meeting documentation, attend and minute meetings;
· Review and oversee the preparation of documents, board packs, minutes and resolutions by junior team members in order ensure appropriate standards are maintained;
· Prepare, finalise, and management of resolutions and other corporate documentation;
· Assist in the compilation and preparation of management information as and when required;
· Be able/willing to take on additional duties as and when required;
· Display an in-depth understanding of global corporate governance practices and regulatory filing requirements and keep abreast of all regulatory changes.
· Display keen attention to detail and excellent communication skills;
· Ensure appropriate prioritisation of workload, identification of and escalation of scheduling conflicts and delays;
· Ensure client files and corporate records are maintained and updated appropriately;
· Follow current Waystone policies and procedures as set out in the Employee Handbook and/or develop additional policies as needed for jurisdiction specific.
· Independently liaise in a timely and professional manner with fund service providers;
· Liaise professionally and effectively with management, entity boards and senior staff;
· Maintain and update corporate records (to include the use of Diligent Entities and Board Intelligence);
· Monitor and update task tracking schedule to ensure all assigned duties are completed within assigned deadlines;
· Promote team building and communication within the organization to ensure cohesive approaches and organizational culture.
Education:
· ICSA qualified or relevant Legal or Corporate Governance qualification.
· Bachelor’s degree in a related field is desirable.
Experience:
The ideal candidate will have at least three years’ company secretarial experience in the funds/financial sector and will have completed their grad ICSA qualification or will be working towards same. They will thrive in a fast-paced environment and should have experience supporting other team members. They should also have exceptional attention to detail and must be adept at building professional working relationships with senior management and clients.
