The Role
The I&I Senior Administrator will take day‑to‑day responsibility for the administration of our clients incentive platforms, including related company secretarial duties.
The role combines hands‑on transaction execution, maintenance of high‑quality records and governance, and direct interaction with senior executives, investment professionals and external counterparties. As a senior member of the team, the individual will be expected to work with a high degree of autonomy, act as a point of escalation for more complex matters, and provide guidance and oversight to junior team members.
This is an excellent opportunity to deepen expertise in private equity internal incentive structures within a motivated in‑house Fund Services team.
Responsibilities
Take responsibility for all aspects of carry and co‑investment administration and related company secretarial duties., ensuring a high standard of accuracy, control and timeliness.
Lead on the preparation and distribution of relevant notices, including transactional notices (e.g. commitments, vesting, exercises, distributions) and tax‑related reporting to participants.
Oversee the maintenance of executives' data (including contact details, bank account information and addresses) in accordance with agreed procedures and data protection requirements, ensuring records are complete, accurate and up to date.
Manage board meeting processes for relevant entities, including scheduling, collation and distribution of documents, attendance and high‑quality minute writing, and follow‑up of actions.
Prepare and/or review payment instructions and formatting for all relevant I&I‑related payments, ensuring appropriate approvals, supporting documentation and controls are in place.
Become highly familiar with limited partnership agreements, shareholders' agreements and other I&I‑related legal documents, interpreting and applying key provisions in the day‑to‑day administration of carry and co‑investment plans.
Ensure accurate maintenance of statutory records, including registers, minutes, resolutions and other corporate documentation for relevant I&I entities.
Provide transaction assistance, including preparation, coordination and management of documentation, liaising with internal stakeholders and external advisers to ensure timely execution.
Liaise with counterparties such as lawyers, auditors, directors and other advisers, where appropriate, to progress I&I‑related matters, resolve queries and ensure consistency and accuracy of documentation.
Take responsibility for processing and record keeping of documentation for signing, ensuring signing workflows, approvals and filing are completed correctly.
Coordinate and/or prepare annual statutory filings and tax returns for relevant entities, working closely with internal teams and external advisers to meet deadlines and maintain compliance.
Support the continuous improvement of I&I administration processes, controls and templates, identifying efficiency opportunities and helping to implement best practice.
Provide day‑to‑day guidance and oversight to the junior administrator in the I&I team, reviewing their work for quality and accuracy and supporting their development, as required.
Develop a strong understanding of all Triton and West Park reporting and corporate governance requirements, supporting others in the business to ensure that the administrative and company secretarial elements of these requirements are met in accordance with the relevant regulatory and legal frameworks. .
Assist with specific work allocations, projects and initiatives, taking ownership of allocated tasks and delivering to agreed timelines and standards
Skills, Experience and Competencies
Proven experience in corporate governance, fund administration, share plan / carry administration or a related field, ideally within private equity, fund services or a similar financial services environment.
Demonstrable experience of company secretarial and statutory recordkeeping responsibilities.
Experience working with complex legal and transactional documentation, ideally including limited partnership and shareholders' agreements.
Proven experience of working with senior stakeholders and external advisers in a professional services or financial services setting.
Strong attention to detail and a high degree of accuracy in drafting, reviewing and maintaining documentation and records.
Excellent organisational and time‑management skills, with the ability to manage multiple tasks, stakeholders and deadlines in a controlled manner.
Strong numerical and analytical skills, with the ability to interpret and apply legal and transactional provisions in a practical way.
Clear and confident verbal and written communication skills, with the ability to tailor communication to different audiences, including senior executives and external advisers.