Location: Greenwood Village, CO, United States
Date Posted: Dec 1, 2023
Equity Plan Administration Specialist
Alvarez & Marsal (A&M) is a global professional services firm specializing in performance improvement and business advisory services. A&M delivers specialized operational, consulting, and industry expertise to management and investors seeking to accelerate performance, overcome challenges, and maximize value across the corporate and investment lifecycles. Founded in 1983, the firm is known for its distinctive restructuring heritage, hands-on approach, and relentless focus on execution and results.
A&M’s Compensation & Benefits practice is currently seeking an Equity Administration Specialist who will work with a team of professionals to assist our clients with the administration of their equity compensation plans, as well as various other compensation and benefits matters. When you join us you will gain unique experiences and valuable knowledge working across capabilities, sectors and have the opportunity to take control of your career progression.
As an Equity Administration Specialist, you will focus on completing day-to-day equity administration tasks for our clients, managing client employee communications, and managing grant, vest, and distribution processes, while also identifying opportunities for our team to assist clients with additional compensation and benefits projects, including complex tax and accounting issues that may arise from the equity compensation program and providing advice in regard to establishing and maintaining a best-in-class equity administration function. With this position, you will further your analytical and communication skills while adding value for our clients by helping solve their complex problems.
Primary Responsibilities Include:
Processing day-to-day equity administration tasks, such as daily activity communications and responding to client stakeholder requests
Managing client employee communications within the stock administration function in collaboration with client stakeholders
Managing equity plan event administration, including grant, vest, distribution, and employee termination processes
Plan compliance management, including monthly, quarterly, and/or annual reconciliations, plan share authorization usage tracking, internal process control documentation, and external audit control documentation
Drafting, reviewing, and revising internal process and procedure documentation for all aspects of plan administration
Maintaining Section 16 Officer beneficial ownership tracking spreadsheets to account for grant, vest, distribution, and outside purchase and sales activity
Preparing and filing Section 16 Officer SEC disclosures (i.e., Forms 3, 4, and 5)
Assisting clients with preparation of equity plan-related materials for periodic SEC disclosures, including Forms 10-Q, 10-K, and Annual Proxy filings
Assisting client stakeholders with the preparation of requested equity plan-related materials, such as board of director presentations, employee education materials, tally sheets, etc.
Helping review and improve administration processes with regard to risk and efficiency
Assisting in the design of annual long-term equity incentive awards
Providing support for administration platform identification, evaluation, selection
Assisting with administration platform transitions, including new system setup and data export, import, reconciliation, and validation
Bachelor’s degree required
Minimum of 1 year of experience providing equity administration services
Certified Equity Professional (CEP) certification is a plus
Familiarity with equity administration platforms (e.g., Fidelity, EquityEdge, Shareworks, ComputerShare, OptionTrax, Certent, BAML, etc.)
Ability and willingness to learn how to administer equity plans on multiple administration platform technologies
Solid PC skills, including Microsoft Windows and Office applications, especially Excel, Word and PowerPoint
Excellent verbal and written communication skills and ability to articulate complex information
Strong analytical skills
Ability to simultaneously work on several projects and effectively manage deadlines
High motivation to learn and grow
A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, gender identity, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor or any other characteristics in accordance with all applicable laws and regulations.
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.