Equity Plan Management - Analyst

You are a strategic thinker passionate about driving solutions in Equity Plan Management Analyst. You have found the right team.

As an Equity Plan Management Analyst 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.

Equity plan management primarily involves the administration of a company’s employee stock and equity compensation programs. The main tasks are administrative, including processing equity grants and transactions both on-system (using dedicated equity management platforms) and off-system (manual or ad hoc processes), maintaining accurate records, ensuring compliance with regulations, and preparing reports. The role requires heavy use of Excel for data management and analysis, and demands strong attention to detail to ensure accuracy and compliance with legal and financial requirements.

Job Description

We are seeking a highly motivated individual to join our team as an Equity Plan Management Analyst. 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. This role requires competence in prioritizing tasks with tight deadlines and supporting projects aimed at enhancing business operations.

Job Responsibilities

• Manage Equity Plan Management.
• Manage client events such as enrollment, purchase, vesting, and option exercises.
• Maintain accurate records of all share plan transactions, including grants, exercises, releases, and share sales.
• Prepare detailed reports for clients and their payrolls.
• Facilitate the delivery of share plan administration tasks for a portfolio of companies within a collaborative team environment.
• Ensure timely completion of routine data processing tasks, including 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 minimize risk.
• Support the planning and execution of company events.
• Contribute to projects aimed at enhancing business operations.

Required Qualifications, Capabilities, and Skills

• Minimum qualification graduation
• Relevant experience in Equity Plan Management
• Strong skills in numeric analysis and procedural management.
• Competence in prioritizing tasks with tight deadlines.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Teams)

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.