Associate Managed Services Consultant

1 month ago


Hyderabad, India insightsoftware Full time

Job description

Shift timings :


Night shift - 9.30 PM TO 6.30 AM IST

Mode - Work from Office

Location - Hyderabad


Role & responsibilities


What You'll Do:

• 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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