FactSet

Stock Plan Administrator - Fixed Term Contract to Hire

FactSet$124K — $145K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, Finance, HR, or related field.
  • 5+ years of experience in equity and/or ESPP plan administration.
  • Strong understanding of equity compensation plans and global compliance.
  • Excellent organizational, communication, and analytical skills.
  • Proficient with MS Word and MS Excel.
  • Experience with equity administration platforms.
  • Must be legally authorized to work in the U.S. without employer sponsorship.

Responsibilities

  • Manage daily operations of global equity programs including grants and participant communications.
  • Support implementation and ongoing optimization of equity plan platforms and tools.
  • Lead cross-functional projects related to equity administration.
  • Act as primary contact with equity plan vendors for troubleshooting and updates.
  • Ensure compliance with global regulations and prepare records for audits.
  • Respond to employee inquiries and develop training materials on equity programs.
  • Administer global programs, adapting to local regulations across jurisdictions.

Benefits

  • Health, life, and disability insurance.
  • Retirement savings plans with discounted stock purchase options.
  • Paid time off for holidays, family leave, and wellness days.
  • Flexible work accommodations for work/life balance.
  • Career progression planning with dedicated learning and development time.
  • Opportunities for connection and belonging through Business Resource Groups.
Full Job Description
**Please note: This is a fixed-term contract position with the opportunity to convert to full-time employment.

Your Team's Impact

FactSet is seeking an experienced Stock Plan Administrator to oversee the day-to-day administration and operational execution of our global equity programs, including the Employee Stock Purchase Plan (ESPP). You will have specialized experience implementing and administering equity plans on a global scale, along with a strong commitment to accuracy and compliance

What You'll Do

  • Equity Plan Administration: Manage daily operations for FactSet's global equity programs-including ESPP, RSUs, Stock Options, and PSUs-covering grants, exercises, vestings, ESPP purchases, transfers, and participant communications.


  • System Implementation & Management: Support the implementation, migration, and ongoing optimization of equity plan platforms/tools, ensuring seamless and accurate integration.


  • Project Management: Lead cross-functional projects related to equity and ESPP plan administration, collaborating with HR, finance, payroll, tax, legal, and external vendors.


  • Vendor Management: Act as primary contact with equity plan vendors, troubleshooting, coordinating system updates, and ensuring excellent communication.


  • Regulatory Compliance & Data Integrity: Ensure compliance with global regulations and tax requirements, including US SEC/IRS and international equivalents. Prepare accurate records and reports for internal/external stakeholders and support audits.


  • Employee Support & Education: Respond to employee inquiries and help to provide education on all equity and ESPP programs. Develop materials and deliver training as needed.


  • Global Coordination: Administer global programs; adapt processes for local regulations, tax, and compliance across multiple jurisdictions.


  • Reporting: Prepare regular and ad hoc equity and ESPP plan reports for management, auditors, payroll, and finance.


What We're Looking For

Required Skills
  • Bachelor's degree in business, Finance, HR, or related field.
  • 5+ years of experience in equity and/or ESPP plan administration
  • Strong understanding of equity compensation plans, payroll, and compliance with global exposure
  • Excellent organizational, communication, and analytical skills.
  • Proficient with MS Word and MS Excel
  • Experience with equity administration platforms
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future


Desired Skills

  • CEP (Certified Equity Professional) designation or progress preferred


The budgeted hourly range in the State of Connecticut, New York and Massachusetts is $60 - $70 per hour, depending on work experience, education and certifications for a Fixed Term Contract plus benefits.

What's In It For You

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:
  • The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
  • Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
  • Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
  • A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
  • Career progression planning with dedicated time each month for learning and development.
  • Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.

Learn more about our benefits here.

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.

Company Overview:

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.

About FactSet

FactSet Research Systems Inc. provides integrated financial information and analytical applications to the investment community in the United States, Europe, and the Asia Pacific. The company delivers insight and information to investment professionals through its analytics, services, contents, and technologies. Its applications suite offers tools and resources, including company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization, and research management solutions. The company was founded in 1978 and is headquartered in Norwalk, Connecticut.
Learn more about FactSet
Size
10,691 employees
Market Cap
$15 billion
Industry
Net Income
$380.1 million
Founded
1978
5 Year Trend
+8.6%
Revenue
$1.5 billion
NASDAQ

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