Associate Managed Services Consultant

Insightsoftware

0 - 2 years

0 - 2 Lacs

Hyderabad Telangana India

Posted:21 hours ago| Platform: Foundit logo

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Skills Required

Microsoft product Certified Equity Professional Problem-solving

Work Mode

On-site

Job Type

Full Time

Job Description

Performs day-to-day stock administration tasks and customer support for client companies
Processes equity grants, vesting, expiration and forfeiture actions for employees and directors
Processes option exercises and stock award vesting and ESPP purchase events as they occur
Manages and interfaces with applicable third-party vendors (brokers, transfer agents, etc.)
Assists Client Service Managers with client inquiries, requests for reports (outstanding equity and equity forfeitures, vesting and exercises, and other required compliance reports)
Imports data, monitors automatic data feeds, resolves data errors, runs and analyzes equity audit reports
Prepares monthly, quarterly and year-end stock transaction reconciliations Interface with cross-functional Certent team members, as needed, in delivering timely and accurate client administration services
Qualifications / Requirements*
B.S. or B.A. in a Business Administration, Economics, Accounting, or Finance or related studies 0-2 years of experience in working with third-party record keeping
Certified Equity Professional (CEP) Level 1 or ability to obtain within 12 months. Full certification encouraged.
Systems for plan administration or payroll (equity administration software preferred)
High level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)
Excellent written and verbal communication skills
Ability to work well in a collaborative environment
Strong analytical and independent problem-solving skills
Strong organizational skills and an ability to manage multiple clients tasks and issues in a fast-paced work environment
Exceptionally resourceful, detail-oriented with ability to deliver complete and accurate results
Experience working with different types of Equity Plans in both private and public companies is preferred

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