Compensation Specialist; on-site

Comp Intelligence is currently seeking a professional, energetic and detail oriented individual to fill the Equity Administrator – Team Lead position for a client in their Baltimore office location with primary responsibility for the administration and record keeping of the firm’s equity and option programs, and accurately reporting investor information, under a partnership structure. This position is designed to allow for rewarding career growth and opportunities for advancement within the compensation function of a global independent investment management and strategic advisory firm.

• Be thorough and accurate. You will be tasked with ensuring data integrity, identifying and addressing process improvements in our financial operations, and developing solutions. You will have strong organizational skills allowing you to manage multiple priorities while maintaining exceptional attention to detail.
• Be proactive. You are eager to contribute and learn, ask lots of questions, and provide solutions before we even know there are issues. You are excited about making ongoing process improvements
• Be a natural problem-solver. You identify challenges, analyze the root causes, seek to understand rationale behind current processes and only then propose solutions and tools to help staff.
• Work independently and follow tasks through to completion and meet commitments, proactively seeking guidance as necessary.
• Exhibit professionalism in all interactions with shareholders and senior management.
• Have a positive attitude and the desire to provide impeccable support to team members. You will regularly interact with team members within and outside the accounting team, providing high levels of customer service. You have an ability to communicate directly, concisely and with a balanced tone, on paper and verbally, formally and informally.

• Manage and direct colleagues responsible for equity functions.
• Manage the day-to-day administration of the company’s equity and option plans globally. Includes booking, processing, reviewing subscriptions, redemptions, transfers, and all unitholder-related transactions in accordance with company procedures.
• Coordinate with all departments in the process, including Accounting & Finance, Human Resources, and Legal.
• Accurately collect and enter data into our equity administration software in a timely manner.
• Coordinate the approval of new equity and option grants, ensuring proper approvals and controls are in place.
• Reconcile master equity records to firm’s investment portfolio accounting system.
• Assist with year-end financial statement audits and other regulatory examination requests.
• Liaise with in-house tax and payroll teams in order to communicate compensation impact to colleagues both in and outside of the United States.
• Develop and provide firm-wide education and training sessions on equity compensation.
• Maintain inbox for any questions related to the firm’s equity plans.
• Responsible for execution and distribution of all equity-related documents.
• Respond to requests for information from shareholders and potential investors.
• Create formal equity-related procedures, policies, and controls.
• Provide exceptional customer service.
• Other ad hoc items, as necessary.
• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

• Three to five years of accounting or financial industry related experience.
• Bachelor’s degree required in General Business, Accounting, Finance or related course of study.
• Strong level of attention to detail and proven ability to work under pressure with multiple priorities and a sense of urgency is required.
• High level of initiative and sound judgment.
• Maintains colleague and shareholder confidence by keeping equity compensation information confidential.
• Manage workflow through multiple systems and applications to meet evolving business demands.
• Excellent computer skills, particularly in navigating detailed system-generated source reports, downloading and manipulating…