Equity Analyst

Equity Analyst

02 Oct 2024
Wisconsin, Madison, 53701 Madison USA

Equity Analyst

With Confluent, organizations can harness the full power of continuously flowing data to innovate and win in the modern digital world. We have a purpose that drives us to do better every day – we're creating an entirely new category within data infrastructure - data streaming. This technology will allow every organization to create experiences and use the power of data in ways that profoundly impact the way we all live. This impact is our purpose and drives us to do better every day.One Confluent. One team. One Data Streaming Platform.Data Connects Us.About the Role:To support the Confluent global equity plan programs including stock options, RSUs and the Employee Stock Purchase Plan (ESPP). This role will include working with amazing people across the globe and supporting a multitude of duties including answering employee inquiries and working on daily operations such as option exercises and RSU releases.What You Will Do:

Manage the Equity Edge Online (“EEO”) database, including all transactions

Process global new hire set up and terminations in EEO

Process and monitor the Morgan Stanley account generation, activation and W-8BEN certification

Lead ESPP enrollment, purchase and post purchase reporting obligations

Correspond with global payroll teams to report daily trades, monthly RSU and ESPP transactions

Maintain the daily equity approvals and assist with preparation of monthly grant schedules for internal review

Provide equity compensation documentation to HR and/or Legal for employee relations matters such as employee separation, court actions, garnishment, death, disability, etc.

Perform monthly termination reviews between equity database and HRIS system

Work with internal and external teams with funds going to and from Morgan Stanley Foreign Disbursement accounts

What You Will Bring:

3+ years of work experience in stock plan administration, preferably with a global public company (in-house or service provider)

Bachelor’s degree or equivalent work experience

Knowledge of equity plan software and reporting

Certified Equity Professional (CEP) designation, or in the process of obtaining certification preferred

EEO Database Super User

Proficiency in Google Suite applications (Microsoft Office-equivalent applications: Word, PowerPoint, Outlook and Excel) are required

Excellent analytical, written and verbal communication skills

This role requires working closely with cross-functional departments, including HR, payroll, tax, accounting and finance

Ability to prioritize workload with strong organizational skills, attention to detail and maintain confidentiality

Upbeat attitude and the ability to work effectively under pressure are required

Ability to operate with minimal supervision in a dynamic environment with a high degree of initiative

Come As You AreAt Confluent, equality is a core tenet of our culture. We are committed to building an inclusive global team that represents a variety of backgrounds, perspectives, beliefs, and experiences. The more diverse we are, the richer our community and the broader our impact. Employment decisions are made on the basis of job-related criteria without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other classification protected by applicable law.At Confluent, we are committed to providing competitive pay and benefits that are in line with industry standards. We analyze and carefully consider several factors when determining compensation, including work history, education, professional experience, and location. This position has an annual estimated salary of $105,300 - $123,750, an annual bonus, and a competitive equity package. The actual pay may vary depending on your skills, qualifications, experience, and work location. In addition, Confluent offers a wide range of employee benefits. To learn more about our benefits click HERE (https://confluentbenefits.com/) .Click HERE (https://www.confluent.io/legal/confluent-candidate-privacy-notice/) to review our Candidate Privacy Notice which describes how and when Confluent, Inc., and its group companies, collects, uses, and shares certain personal information of California job applicants and prospective employees.#LI-Remote

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