Equity Plan Administration Specialist (Work from Anywhere)

04/26/2022 8:22 AM | Holly Mertens (Administrator)

Alvarez & Marsal (A&M) is a global professional services firm specializing in performance improvement and business advisory services. A&M delivers specialist 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 Plan 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 Plan 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

Compensation Statement:

The total compensation is based on level, years of experience, location, education, certifications, cost of living, and several other factors. The total compensation range is a good faith estimate with non-guaranteed discretionary elements.

Total Compensation Range (inclusive of discretionary annual incentive): Low: $80,000 - High: $135,000

Benefits Summary:

Regular full-time and part-time employees (working at least 30 per week) are entitled to an allotment of paid time off comprised of vacation, sick, and personal time as determined by their position and length of service.

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