Equity and Executive Benefits AnalystPosition Type: Full Time, Exempt Employee
Salary Range: $70,000 - $100,000 annually, DOE; may be eligible for bonus
Location: This position based onsite at the Service Center in Midvale, UT. This position offers a hybrid work option after a 90-day probationary period (not fully remote).
About the OpportunityThe
Equity & Executive Benefits Analyst handles the day-to-day operations and administration of the company's public equity program and Non-Qualified Deferred Compensation (NQDC) plan. This position ensures data accuracy across systems, processes equity transactions, supports annual deferred compensation enrollments, and serves as the primary day-to-day touchpoint for employee and executive inquiries.
Key ResponsibilitiesEquity Operations & Administration (approx. 60%) - Transaction Processing: Execute the daily processing of stock option exercises and RSA vestings, ensuring accurate tax withholding and timely distribution of vested awards.
- Data & System Maintenance: Perform regular data syncs and reconciliations between the equity platform (e.g., Fidelity) and Workday systems to maintain flawless data integrity.
- Insider Trading & Section 16 Support: Assist with monitoring trading blackout windows, processing 10b5-1 plan trades, and gathering data to support timely Section 16 Form 4 filings.
- Participant Education: Respond directly to employee inquiries regarding account setup, vesting schedules, and how to use the stock portal. Help draft clear, user-friendly communication materials.
Deferred Compensation Support (approx. 30%) - Daily Plan Maintenance: Track executive deferral elections, process distribution events, and run routine audits on participant accounts with Newport, the third-party NQDC recordkeeper.
- Open Enrollment Execution: Provide hands-on support during the annual deferred compensation enrollment window-testing the enrollment portal, distributing communication toolkits, and tracking employee submission status.
- Compliance Checks: Review deferral and distribution data against plan documents to ensure operational alignment with IRC Section 409A regulations.
Reporting & Audit Support (approx. 10%) - Generate routine and ad-hoc reports for Finance, HR and Payroll teams, including equity data needed for monthly accounting and tax reporting.
- Assist with quarterly SOX control testing and provide documentation for internal and external auditors.
Qualifications & Skills - Experience: 3-5 years of experience in equity administration, ideally within a publicly traded company. Experience supporting deferred compensation or executive benefits plans is a major plus.
- Education: Bachelor's degree in Finance, Human Resources, Business, or equivalent practical experience.
- Certifications: Progress toward or completion of the Certified Equity Professional (CEP) Level 1 or 2 is highly desirable.
- Technical Skills: Proficiency with equity administration platforms (Fidelity, Shareworks, E*TRADE, etc.) and HRIS systems. Strong Excel skills are critical (must be comfortable with pivot tables, VLOOKUPs/XLOOKUPs, and data audits).
- Communication & Discretion: Exceptional attention to detail and a customer-service mindset when helping employees. Must possess the professionalism and discretion required to handle sensitive executive data.
Additional Information: Any offer of employment may be contingent upon the successful completion of job-related post-offer requirements, which may include background checks, reference checks, and/or other screenings or examinations as permitted by applicable law.
What We OfferWe are committed to providing a competitive benefits and compensation package which includes medical/dental/vision coverage, company-provided life insurance, 401(k) with company match, and sick/vacation plans. We also believe in supporting our employee's professional growth and development through our Learning Management System as well as training sessions and seminars. Take a look at these benefits (and more!) at www.ensignbenefits.com
Job ID 1703
