Equity Operations Analyst

Equity Operations Analyst

Location:

Boston, MA

Onsite Flexibility:
Hybrid, Three days onsite and two from home.

Position Type:
Contract

Contract Duration: 6 months

Pay Rate: $60.00–$70.00 / Hour (USD)

Work Authorization:
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

The Equity Operations Analyst will support the accurate and timely administration of global equity programs, including restricted stock units (RSUs) and the Employee Stock Purchase Plan (ESPP). The incumbent will handle the operational processes, maintain data integrity in Oracle/Fusion and E
* TRADE's Equity Edge Online (EEO), and deliver timely reporting to internal stakeholders, including Finance, Payroll, Legal, and the HR Business Partners (HRBPs) as needed. In addition, the incumbent will assist with ensuring that the equity programs are compliant with internal policies and global regulatory requirements.

• Maintain equity-related data and workflows in Oracle/Fusion and EEO, ensuring consistent data integrity, proper reconciliations, and alignment across systems.
• Assist with preparation of accurate and timely reporting to the global payroll teams and address any administrative or compliance issues. Responsibilities include reporting tax with holdings for equity transactions, reconciling pre- and post-tax deductions/rates, and supporting annual compliance and audit testing.
• Responsible for the accurate and timely processing of all RSU grant packages, including setup in EEO, validation, and participant acceptance.
• Assist with the preparation and execution of the semi-annual ESPP purchase transactions on a global basis. This includes the auditing of data related to employee payroll contributions, purchase details for upload to the E
  * TRADE system, purchase data for deposit of shares into employee accounts, and reports for local Human Resources, Finance, and Accounting teams.
• Support the tracking, processing, and review of accelerated equity vesting events due to qualified terminations, retirements, death, and disability.
• Administer data exchanges between the Company and E
  * TRADE, including weekly account updates and terminations; review, reconcile, and maintain employee account information to ensure completeness and database integrity.
• Manage the Equity team email mailbox and ensure timely, accurate responses to employee and HR inquiries, providing clear guidance and resolving issues efficiently.
• Responsible for the preparation and distribution of standard HR and employee communications.
• Ensure that the insider lists provided by Corporate Legal including temporary insiders are accurately maintained within the equity database.
• Maintain comprehensive documentation of processes and procedures to support operational consistency, audit readiness, and compliance.
• Identify and recommend opportunities to streamline workflows and contribute to continuous improvements in global equity operations.
• Assist with annual plan audits conducted by internal and external teams.
• Other duties as assigned.

• Strong problem-solving skills used to effectively influence decision making and identify the root causes of issues; excellent analytical skills
• Strong organization, planning, and project management skills; ability to prioritize tasks to meet team requirements and deadlines
• Ability to work in a time-sensitive and high-volume environment
• Self-motivated; able to work independently to complete tasks and respond to department requests and to collaborate with others to identify quality solutions
• Excellent follow-up skills
• Attention to detail
• Strong customer service skills
• Strong written and oral communication skills, including the ability to present ideas and suggestions clearly and effectively
• Ability to accomplish multiple tasks within the agreed-upon time frames through effective prioritization of duties and functions in a fast-paced environment
• Ability to identify when matters need to be escalated
• Ability to manage vendors appropriately
• Strong MS Excel and MS Word skills; ability to handle a large amount of data with accuracy
• Functio…