Equity Plan Management Analyst

Equity Plan Management - Associate

As an Equity Plan Management Associate at JPMorgan Chase within the Equity Plan Management – Centre of Excellence, you will play a crucial role in supporting our clients' strategic goals through innovative share plan administration.

Job Description

We are seeking a highly motivated individual to join our team as an Equity Plan Management Associate. The ideal candidate will have strong skills in numeric analysis and procedural management, and will be proficient in computer applications, particularly Microsoft Excel and Word and detail oriented. This role requires competence in prioritizing tasks with tight deadlines and supporting projects aimed at enhancing business operations, you will play a crucial role in supporting our clients' strategic goals through innovative share plan administration and the ability to communicate effectively with stakeholders.

Job Responsibilities

• Equity Plan Management operations
  • Day-to-day administration of different share plans: Purchase Plans, Stock Option and Restricted Stock Plans
  • Manage client events including enrolment, purchase, vesting, and exercise of options
  • Accurate record keeping of all transactions related to the share plan, including grants, exercises, releases, and sales of shares
  • Prepare reports for clients and their payrolls
• Prepare strategy presentations & data to support decision-making. Support the delivery of share plan administration tasks for a portfolio of companies within a collaborative team environment.
• Timely completion of routine data processing tasks, such as data uploads, reconciliations, and standard processing.
• Assist in the preparation and review of reports and other documents.
• Maintain comprehensive procedural and process documentation to ensure accurate transaction processing and risk minimization.
• Support the planning and execution of company events.
• Support projects aimed at enhancing business operations.
• Maintain comprehensive procedural and process documentation to ensure accurate transaction processing and risk minimization
• Drive execution of operational strategy and present business updates to critical stakeholders, including senior leadership, ensuring compliance with operational guidelines and policies.
• Lead and support Transformation projects aimed at enhancing business operations
• Demonstrate accountability by quickly identifying and articulating issues, collaborating with stakeholders to assess risk and manage activities affecting the production environment, and prioritizing resolution.
• Foster an inclusive culture by enhancing employee engagement, attracting and developing talent, and applying advanced coaching and mentoring skills to promote professional growth and high-quality service delivery

Required Qualifications, Capabilities, and Skills

• Postgraduate / MBA / bachelor’s degree with experience in financial markets.
• Excellent written and verbal communication skills.
• Proven team player and people management experience.
• Strong understanding of equities 
• Strong quantitative and analytical skills, including data analysis and understanding data flows.
• Proactive and positive approach with ability to learn concepts and procedures quickly.
• Delivery-focused with strong attention to detail and commitment to accuracy.
• Strong interpersonal skills to optimize relationships and collaboration with team, stakeholders and cross-functional teams, managing projects, solving problems, and driving continuous improvement initiatives. Understanding of cybersecurity controls and anti-fraud strategies to identify and prevent potential threats, ensuring the protection of information and systems, with a proven track record in enhancing customer experience.
• Advanced proficiency in Microsoft applications, specifically Excel, Word, Power Point, Visio and Project as well as SharePoint, JIRA

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.