Stock Plan Administrator
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.
About the role
FactSet is seeking an experienced Stock Plan Administrator to oversee the day-to-day administration and operational execution of our global equity programs, including the Employee Stock Purchase Plan (ESPP). You will have specialized experience implementing and administering equity plans on a global scale, along with a strong commitment to accuracy and compliance.
Responsibilities
- Manage daily operations for FactSet's global equity programs—including ESPP, RSUs, Stock Options, and PSUs—covering grants, exercises, vestings, ESPP purchases, transfers, and participant communications.
- Support the implementation, migration, and ongoing optimization of equity plan platforms/tools, ensuring seamless and accurate integration.
- Lead cross-functional projects related to equity and ESPP plan administration, collaborating with HR, finance, payroll, tax, legal, and external vendors.
- Act as primary contact with equity plan vendors, troubleshooting, coordinating system updates, and ensuring excellent communication.
- Ensure compliance with global regulations and tax requirements, including US SEC/IRS and international equivalents. Prepare accurate records and reports for internal/external stakeholders and support audits.
- Respond to employee inquiries and help provide education on all equity and ESPP programs. Develop materials and deliver training as needed.
- Administer global programs; adapt processes for local regulations, tax, and compliance across multiple jurisdictions.
- Prepare regular and ad hoc equity and ESPP plan reports for management, auditors, payroll, and finance.
Requirements
- Bachelor’s degree in business, Finance, HR, or related field.
- 5+ years of experience in equity and/or ESPP plan administration.
- Strong understanding of equity compensation plans, payroll, and compliance with global exposure.
- Excellent organizational, communication, and analytical skills.
- Proficient with MS Word and MS Excel.
- Experience with equity administration platforms.
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Qualifications
- CEP (Certified Equity Professional) designation or progress preferred.
Benefits
- Health, life, and disability insurance.
- Retirement savings plans and a discounted employee stock purchase program.
- Paid time off for holidays, family leave, and company-wide wellness days.
- Flexible work accommodations to support work/life harmony.
- Global community dedicated to volunteerism and sustainability.
- Career progression planning with dedicated time each month for learning and development.
- Business Resource Groups open to all employees.
Pay
The budgeted amount range for this position in the State of Connecticut and in New York City is $100K - $125K. Salary is based on several factors including but not limited to education, work experience, and certifications.