The Equity Analyst is responsible for supporting the day-to-day administration of the company’s equity compensation programs, including stock options, restricted stock units (RSUs), and the employee stock purchase plan (ESPP). Reporting directly to the Director, Executive & Equity Compensation, this role plays a critical part in maintaining accurate participant records, processing equity transactions, and ensuring employees receive timely, clear information about their equity benefits.
The ideal candidate has a foundation in equity compensation or financial administration, a high level of attention to detail, and a desire to grow within a fast-paced, global organization.
Essential Duties & Responsibilities:
Equity Program Administration
- Assist in the administration of stock option plans, RSUs, ESPP, and other equity-based compensation programs under the guidance of the Lead Equity Administrator.
- Maintain accurate and up-to-date participant records, including grant details, vesting schedules, and transaction history in the equity management platform (E*TRADE).
- Process equity transactions—including stock option exercises, RSU vesting events, and ESPP purchases—accurately and within required timelines.
Compliance & Reporting
- Support regulatory reporting and compliance filings (e.g., Form 4, 10-K, 10-Q) in coordination with the Legal and Finance teams.
- Assist with SOX control documentation and audit support as directed by the Lead Equity Administrator.
- Monitor and flag compliance issues or transaction discrepancies for timely resolution.
Employee Support & Communications
- Serve as a first point of contact for employee inquiries related to stock plan details, including vesting schedules, tax implications, and transaction procedures.
- Prepare and distribute equity plan communications to employees in a clear and timely manner.
- Collaborate with HR, Payroll, Legal, and Finance teams to ensure seamless administration of equity programs and accurate payroll tax withholding.
Cross-Functional Collaboration
- Partner with external equity plan vendors and service providers to facilitate smooth operations.
- Support the coordination of grant approval processes, including documentation and communications to employees and management.
- Assist in special projects related to global equity plan expansion, system improvements, or process enhancements as needed.
- Opportunities to support other areas of compensation, including executive compensation and broad-based initiatives, as needed.
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