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Equity Compensation Associate

3 months ago


Baltimore, United States Brown Advisory Full time

Company Overview

Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm's institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm.

Brown Advisory is currently seeking a professional, energetic and detail oriented individual to become an Equity Administrator within our Baltimore office location with primary responsibility to provide administrative support and record keeping of the firm's equity and option programs. This position is designed to allow for rewarding career growth and opportunities for advancement within the accounting & finance function of a global independent investment management and strategic advisory firm.

Equity Administrator Qualifications : Strong level of attention to detail and proven ability to work under pressure with multiple priorities; a sense of urgency is required. High level of initiative and sound judgment. Maintains colleague and shareholder confidence by keeping compensation information confidential. Manage workflow through multiple systems and applications to meet evolving business demands. Excellent computer skills, particularly in navigating detailed system-generated source reports, downloading and manipulating data, and Excel. Strong analytical skills and the ability to synthesize information from multiple sources to solve problems. Excellent client service orientation and possess client-first mentality; demonstrated flexibility, strong follow-up skills and timely communication. Ability to prioritize multiple work streams, appropriately balance project and execution activities, and perform effectively under pressure. Preferred Qualifications:

1+ years of experience with knowledge of stock administration. Experience with OptionTrax platform and Workday HRIS system. CEP certification or track preferred. Duties and Responsibilities of this position include, but are not limited to:

Prepare ad-hoc deliverables for shareholders such as equity summaries, option exercise previews, transaction histories, etc. Respond timely and professionally to shareholder questions. Ensure all equity transactions (grants, exercises, redemptions, cancellations) are accurately processed in a timely manner. Present to colleagues on our equity program and help them understand their equity compensation. Have strong organizational skills and be able to manage multiple priorities while maintaining exceptional attention to detail. Work independently and follow tasks through to completion and meet commitments, proactively seeking guidance as necessary. Exhibit professionalism in all interactions with shareholders and senior management. Support the day-to-day administration of the company's equity and option plans globally. Includes processing paperwork related to subscriptions, redemptions, transfers, and all unitholder-related transactions in accordance with company procedures under the supervision of the Equity Team Lead. Coordinate with all departments in the process, including Human Resources, Legal, Treasury, Payroll, Tax and Accounts Payable. Accurately collect and enter data into our equity administration software in a timely manner. Coordinate the paperwork related to new equity and option grants, ensuring proper approvals and controls are in place. Assist with year-end financial statement audits and other regulatory examination requests. Responsible for execution and distribution of all equity-related documents under Equity Team Lead supervision. Document Equity processes and procedures. Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Ability to work in an office location.

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits. • Medical • Dental • Vision • Wellness program participation incentive • Financial wellness program • Gym membership discounts • Fitness event fee reimbursement • Corporate gym membership discounts • Colleague Assistance Program • Telemedicine Program (for those enrolled in Medical) • Adoption Benefits • Daycare late pick-up fee reimbursement • Basic Life & Accidental Death & Dismemberment Insurance • Voluntary Life & Accidental Death & Dismemberment Insurance • Short Term Disability • Paid parental leave • Group Long Term Disability • Pet Insurance • 401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer. #J-18808-Ljbffr