Share Plans Administrator

Job content

Overview: The Company:

Preqin is an award-winning, independent, research company providing data and intelligence to the financial industry. Investment professionals use Preqin’s online products to obtain key information for business-critical decision-making. Preqin’s clients include fund managers, legal firms, institutional investors, financial advisors and placement agents. Primarily a data company; Preqin is also a fast-moving fintech with a strong growth record and a world-wide staff base. Owned by our founder, directors and employee shareholders, we care passionately about our customers, brand and the employees that make it all happen.

We have fabulous new offices close to London Victoria station and will be operating a hybrid working approach with at least 2 days a week in the office and up to 3 days a week working from home.

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Team Overview: *

We are looking for an organised, analytical and systematic share plans administrator.

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Role Overview: *

Due to company expansion this is a newly created, permanent, full-time role based in our amazing new offices in London near to Victoria station. The role will be able to work a hybrid pattern with up to 3 days per week working from home, although in the first few months during familiarisation with the company and the team, the requirement is likely to work from the office for 3 to 4 days per week initially.

The shares administrator will assist with the life cycle of the Company’s share plans, including communication with participants, monitoring the Share Plans Inbox, liaising internally with relevant departments e.g. finance and payroll and being instrumental in assisting the Company Secretary with delivering the annual launch of the global equity schemes.

Salary: £30k - 40k + 10% bonus
Responsibilities:
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Roles and Responsibilities: *

• To own the administration and operation of the companies’ equity schemes.
• Carry out all share sale transactions for employees ensuring correct recording at Companies House and in Preqin’s books and share databases. This includes developing and improving on processes to ensure efficient administration of the company share schemes.
• To issue dividends to shareholders, providing share certificates and recording dividends as appropriate and liaising with finance to enable payment.
• Own the relationship with the third party vendor of the share administration database and identify new systems, tools and enhancements to help administer the scheme.
• To act in a customer service capacity to deal with incoming shareholder/participant enquires on employee or shareholder equity and shareholdings, for instance answering questions on the sale of shares transaction and current shareholdings. This includes:

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Training new hires in the benefits and operation of the schemes.

• Presenting information on the equity schemes at onboarding sessions or adhoc to new hires or new entrants to the schemes to ensure all employees understand the schemes, the benefit of the schemes and the scheme rules.
• Working with the internal communications and HR team to develop effective colleague communications and promotional material.
• Support the business with any share related information they need.
• Providing information and assisting the company secretary to complete forms for end of year W2 filings for USA employees who have sold shares or been issued equity during the year working with the payroll and HR team in USA.
• Provide information on leavers in APAC on a monthly basis for employee tax filings.
• Provide information and completing forms for end of year APAC filings for equity working with the payroll and HR team in APAC.
• To support the company secretary in completing the Employee Related Security annual returns for HMRC for UK employees for all share and equity schemes each July.
• To provide summary data on a regular basis related to shares and equity transactions to the equity committee. (Volume sold/transferred in the prior period).
• To help with audit queries related to share transactions.

Qualifications: Key Requirements for this Role:

• Excellent organisational skills.
• Advanced knowledge and experience of Excel along with good knowledge and experience of Outlook and Word.
• Excellent customer service and communication skills
• Thorough, systematic and process orientated.
• A friendly and customer service orientated attitude.

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Desirable Requirements: *

• A background in accounts or shares administration is not essential but favourable or experience in financial administration or banking administration would also be beneficial.
• Technical Awareness.
• Experience in the financial, tech or data industries would be an advantage.
• A-levels or degree in a numerate subject.
• This role is suited to someone with high attention to detail and who is numerically and financially minded.

Other: Company Benefits:

• The opportunity to work within a well-regarded organisation in a fast-growing sector.
• Develop your career in a high growth company with an international presence.
• Access to Preqin Perks after month 1. Our rewards, recognition and discount platform.
• Subsidised Private Medical Insurance via Vitality Health, after successful completion of probation, should you wish to.
• Interest-free season ticket loans on completion of probation (which is normally 3 months).
• A pension plan under auto-enrolment which currently requires a minimum employee contribution of 5% of annual salary. This is matched by an employer contribution of 4%. You can opt to contribute more should you wish to. After your 1-year service with the company the employer contribution will be enhanced to match your contribution up to a maximum of 10% of your pensionable earnings. This means that if you are contributing the minimum contribution of 5%, after your 1-year service, Preqin will automatically uplift the company contribution to 5% of annual salary.
• Cycle to work scheme.
• The company operates employee share schemes with the change to participate annually.
• Study support of up to £900 per annum for relevant business qualifications and enhanced support of up to $2,500 for CAIA.
• Excellent Offices in London close to Victoria station and the proximity to many shops and restaurants and London’s West End.
• Company-sponsored sports teams.
• Fruit baskets in the office twice a week
• Winter and summer office parties and a company-funded team social budget.

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Our Company Values: *

At Preqin we’re driven by our values: everything we do is in line with the six guiding principles we have set for ourselves.

• Quality Data and Solutions, Comprehensive Coverage: Preqin is the first port of call for alternatives data, research and tools.
• Customer Centricity: Our customers are the central focus of Preqin.
• Objectivity: Preqin is data led and impartial.
• Innovation: Preqin sits at the forefront of the dynamic alternatives industry.
• Collaboration: Effective communication is essential to our success.
• Personal Development: Our business is built as much on our people as it is on our data and solutions.

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Our Shared Culture*

Preqin is a fast-growing company, but we are passionate about keeping an entrepreneurial spirit at the heart of everything we do. Our aim is to deliver for our customers, but as one united, progressive, and successful team. Today, our more than 700 people globally share six core values. We strive for quality and put our customers first. We are objective, and we innovate, collaborate, and invest in our personal development. We also have fun together. We hold social events, play sports, and celebrate our shared successes.

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Covid 19 note*

During the COVID-19 pandemic, Preqin has closed its offices and moved staff to work from home. Our primary goals are to ensure the safety of our employees, and to keep providing our clients with the best-in-class support they have come to expect from us. However, we have not slowed our recruitment activity due to the outbreak, and have adopted a remote interviewing, onboarding and training process. Our growth plans have not stopped, and we anticipate onboarding a significant number of staff in the coming months.

Location: Verde,10 Bressenden Place, London SW1E

Job Type: Full-time

Work Location: Multiple Locations