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Equity Plan Administration Specialist 

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Location: Dallas, TX, United States
Date Posted: Feb 1, 2024

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Description

Equity Plan Administration Specialist 

 

The Opportunity: 

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 

 

Qualifications: 

  • 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 

 

 

 

Benefit Summary (FOR COLORADO)

Full-time Positions and Part-time Positions Over 30 hours

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M’s benefits programs.

Part-time Positions Under 30 hours

Regular employees working less than 30 per week are entitled to participate in Alvarez & Marsal Holdings’ 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M’s benefits programs.

Fixed Term Contractors

Fixed term contractors are not eligible to participate in Alvarez & Marsal’s fringe benefits programs. Click here for more information regarding A&M’s benefits programs.

Interns

Interns are not eligible to participate in Alvarez & Marsal’s fringe benefits programs. Click here for more information regarding A&M’s benefits programs.

 

The annual base salary range is $70,000 - $80,000, commensurate on experience.  In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance.  Please ask your recruiter for details. 

 

Diversity & Inclusion

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.

Equal Opportunity Employer

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, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

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.

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