Human Capital Management-Dallas-Analyst-Equity Compensation

About the role

As part of the Compensation function within Human Capital Management, the Equity Compensation team supports the firm’s global equity plan design and ongoing administration. The team leads initiatives to solve operational aspects of the firm’s intricate equity compensation processes, including related regulatory requirements. This role requires collaboration with departments such as Controllers, Private Wealth Management, Legal, and Tax, as well as support for other HCM functions, including Firmwide Compensation, Executive Compensation, Employee Relations, and HCM Business Partners.

Responsibilities

• Assist in global equity plan processes, including the grant of annual and off-cycle awards, distribution of awards, and annual and ad-hoc regulatory reporting.
• Support all aspects of the preparation and distribution of materials for meetings of the Stock Incentive Plan Committee.
• Perform monthly/annual analysis and reporting, including data reconciliation, ad-hoc data requests, and generating reports for cross-functional partners.
• Respond to employee and stakeholder inquiries.
• Assist in the review of global legal/tax issues associated with equity plans and resulting design changes.
• Partner with stakeholders, including Engineering, to identify opportunities to improve efficiency, minimize risk, and streamline processes.
• Work closely with team members and stakeholders to foster professional growth and career development.

Requirements

• Bachelor’s degree in an analytical field such as Finance, Accounting, Mathematics, or a related field in HR preferred.
• 1+ years of experience in Compensation, Finance, or Accounting; experience with equity compensation programs a plus.
• Data analytics mindset with proficiency in Excel, including xlookups, vlookups, pivot tables, and other analytical tools.
• Strong verbal and written communication skills, with the ability to succinctly summarize issues and assess impact.
• Ability to handle multiple, time-sensitive projects while maintaining a focus on quality.
• Identifies and adopts AI tools to simplify processes and reduce manual effort.
• Thinks multiple steps ahead; prepares for potential problems and escalates issues when appropriate.
• Exhibits high levels of integrity and commitment to excellence, with a client-focused mindset and sense of urgency.
• Demonstrates knowledge of using PowerPoint to design management-level presentations and present results that tell a clear and compelling financial story.