Senior Equity Analyst

CooperCompanies  ยท  via Tech Sales Jobs
๐Ÿ’ฐ $113,519 - $151,358/yr ๐ŸŒŽ Remote

Job Description:

  • Support day-to-day administration of equity compensation programs, including new awards, exercises, cancellations, and other transactions
  • Respond to employee inquiries about equity programs and policies
  • Partner with payroll, legal, finance, tax, HR, and external vendors
  • Prepare routine and ad hoc equity reports for internal stakeholders
  • Support employee communications, training materials, and educational resources
  • Maintain accurate employee and equity data in the equity administration system
  • Coordinate with plan administrators and transfer agents on operations and issue resolution
  • Assist with Section 16 reports, including Forms 3, 4, and 5, and other equity disclosures
  • Support ESPP enrollment, contribution changes, and quarterly purchase processes
  • Assist with U.S. and international equity-plan tax compliance
  • Reconcile equity activity across internal systems, transfer agents, and broker records
  • Support equity disclosures in 10-Qs, 10-Ks, and the annual proxy statement
  • Assist with materials for Board and Compensation Committee meetings
  • Support audit requests, SOX compliance, and internal controls
  • Contribute to process improvements, documentation, and workflow enhancements

Requirements:

  • Experience administering equity award types across multiple jurisdictions, including RSUs, PSUs, stock options, and ESPPs
  • Familiarity with equity plan administration platforms and transfer agents; UBS Plan Admin Pro and E*TRADE experience preferred
  • Working knowledge of SEC filings related to equity compensation, including Section 16 filings and proxy disclosures
  • Understanding of U.S. federal and state taxation of equity compensation and general awareness of global equity tax considerations
  • Basic understanding of accounting principles related to equity compensation
  • Strong attention to detail, data accuracy, and organizational skills
  • Ability to manage multiple priorities in a fast-paced, deadline-driven environment
  • Strong analytical, problem-solving, and critical thinking skills
  • Ability to work with employees and stakeholders at all organizational levels
  • Sensitivity to confidentiality requirements and employee privacy regulations, including GDPR
  • Working knowledge of SOX controls and controlled environments
  • Strong Excel skills and proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint
  • Effective written and verbal communication skills
  • 5+ years of relevant experience supporting global equity compensation programs within a public company environment
  • Hands-on experience with equity administration systems and cross-functional coordination
  • Bachelorโ€™s degree or equivalent work experience
  • Certified Equity Professional (CEP Level 2 or 3) preferred

Benefits:

  • Other types of compensation and benefits may be available
  • Minimal travel (up to 5%)
  • Remote work arrangement