Salas O'Brien · 4 hours ago

Equity Analyst

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

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Industrial EngineeringMechanical Engineering

Growth Opportunities

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Responsibilities

Administer the US and Canadian equity programs, including equity grants, stock options, restricted stock units (RSUs), deferred stock units (DSUs), synthetic equity, and other equity-based awards.

Maintain accurate records and databases related to equity grants, participant information, vesting schedules, and transactions.

Lead the creation of educational materials, including trainings, workshops, presentations, and written resources, to promote awareness and understanding of equity programs.

Serve as the primary point of contact for team members with equity compensation related questions.

Communicate equity program details, changes, and updates to team members and stakeholders. Provide guidance to team members on equity compensation, including tax implications, vesting schedules, and exercising options.

Maintains the equity management system including records of vesting schedules, exercise history, and processing.

Collaborate with finance, legal, and other departments to ensure seamless integration and alignment of equity programs with company policies and objectives.

Partner with external vendors, consultants, and legal counsel as needed for plan administration and compliance.

Identify opportunities for process enhancements and implement best practices to streamline equity program administration.

Develop and maintain documentation, policies, and procedures related to equity program administration.

Support Ad-hoc projects related to equity management and human resources as needed.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Private equity compensationEquity management softwareMicrosoft ExcelMicrosoft PowerPointEquity program administrationParalegal backgroundCarta softwareCollaborative skills

Required

Bachelor's degree (human resources, business administration, finance or a related field, preferred.)

Demonstrated experience (2+ years) in private stock equity compensation administration or a related field.

Experience with equity management software/system.

Strong understanding of private stock equity compensation plans, stock option agreements, RSUs and synthetic equity.

Detail-oriented with a commitment to accuracy and compliance.

Effective prioritization of tasks and time management to handle multiple responsibilities concurrently.

Excellent communication and interpersonal abilities to effectively collaborate and engage with internal and external stakeholders and senior leadership.

Exceptional analytical and problem-solving skills.

Ability to summarize complex analysis and develop recommendations for an executive audience.

Extremely proficient in Microsoft Office Suite; advanced skills required: Excel and PowerPoint.

Ability to handle sensitive and confidential information with discretion.