Equity Operations Analyst

• Manage equity records and related workflows across internal platforms and Oracle/Fusion, ensuring data accuracy, consistency, and proper reconciliation between systems
• Coordinate end-to-end processing of equity grant packages, including system setup, validation checks, and follow-through on participant acknowledgments
• Support global employee stock purchase activities by preparing transaction data, reviewing payroll contribution details, validating purchase information, and assisting with share deposit reporting for key business partners
• Track and process special vesting events tied to qualifying employment changes such as retirement, disability, death, or other approved terminations
• Oversee recurring data exchanges with external equity platforms, including account updates and termination-related changes, while reconciling employee records to maintain database integrity
• Prepare and distribute routine employee and HR communications related to equity programs and operational processes
• Maintain and update insider lists, including short-term insider records, in partnership with Corporate Legal to support compliance requirements
• Document procedures, controls, and operational workflows thoroughly to promote consistency, audit readiness, and reliable execution
• Assist with reporting, reviews, and cross-functional support activities related to equity administration, compliance, and ongoing operational improvements

• At least 5 years of hands-on experience in equity administration, stock compensation, or a closely related compensation function
• Strong working knowledge of equity and stock compensation processes, with the ability to manage sensitive and high-volume data accurately
• Advanced Microsoft Excel skills and comfort analyzing, validating, and reconciling large datasets
• Proven ability to handle multiple tasks at once while meeting deadlines and maintaining close attention to detail
• Effective written and verbal communication skills, with the ability to work well across HR, Finance, Legal, and operations teams
• Experience with payroll-related data, reporting, audits, or compliance-driven processes is highly valued
• Familiarity with Morgan Stanley or E*Trade equity systems is preferred but not required

Familiarity with Morgan Stanley or E*Trade equity systems

• medical, vision, dental, and life and disability insurance
• 401(k) plan