Human Capital Group - Analyst - Equity & Deferred Compensation

Evercore Inc.; New York (NY); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical, prescription, dental, and vis

401(k) Retirement Plan

Life and disability insurance

Well-being resources and programs

Family-building and family-support

Paid parental, caregiver, marriage and

Commuter benefits, health club member-

Paid holidays, vacation days, personal

Job summary

Evercore's Human Capital Group in New York is seeking an Analyst, Equity & Deferred Compensation to join the compensation team. You will administer and ensure accurate, compliant management of RSUs, deferred cash awards, and related plans, reporting to the VP and collaborating across Finance, Legal, Tax, and Payroll.

In this role you will handle data entry and analysis across Fidelity Stock Plan Services, EWM Global, and Workday; maintain SOX controls; contribute to monthly reports, board

Qualifications

• Experience in equity and deferred compensation programs.
• Familiarity with proxy, Board, SEC reporting.
• Strong communication and cross-functional collaboration.
• Experience with data systems and reporting tools.

Responsibilities

• Administer equity and deferred compensation programs, including RSUs and deferred awards.
• Enter, review, and analyze data using Fidelity Stock Plan Services, EWM Global, and Workday.
• Manage SOX/audit controls, monthly reporting, reconciliations, and regulatory deliverables.
• Review offer letters and calculations for deferred compensation.
• Draft and distribute deferred compensation award agreements with Legal.
• Collaborate with Finance, Legal, Compliance, Tax, and Payroll on projects.
• Prepare SEC filings (Form 3, 4 & 5).
• Serve as point of contact for employee equity questions.
• Improve participant experience with communications and educational materials.

Skills

Communication skills

Analytical skills

Project management

AI tools awareness

Tools

Fidelity Stock Plan Services

EWM Global

Workday

Excel

PowerPoint

Word

Job description

Human Capital Group - Analyst - Equity & Deferred Compensation

Region Americas

Location New York

Group Human Capital Group

What is the Position?

Evercore is looking for an Analyst, Equity & Deferred Compensation to join the Human Capital Group's Compensation team. The role is responsible for the accurate, compliant, and efficient administration of Evercore's equity and deferred compensation programs, including Restricted Stock Units, Deferred Cash awards, Deferred Cash Dividends, participant communications, audit/SOX controls, financial reporting support, and related processes. This role will report directly into the Vice President of Equity & Deferred Compensation and may also be exposed to other areas of the Compensation function.

Primary Responsibilities:

• Administration of Evercore's equity and deferred compensation programs, including RSUs, deferred cash awards, deferred cash dividends, vesting, deliveries, deferral elections, forfeitures, and employee lifecycle events
• Data entry, maintenance, review, and analysis of deferred compensation data utilizing our key systems - Fidelity Stock Plan Services, EWM Global, and Workday
• Own core operating processes, controls, and reporting related to equity and deferred compensation, including monthly reporting, reconciliations, SOX/audit support, Board and Finance materials, proxy support, SEC filings, and other regulatory or tax-related deliverables
• Review offer letter terms as it relates to deferred compensation awards, including calculating/reviewing the calculation of Deferred Compensation awards
• Work with Legal Counsel on drafting, reviewing and distributing Deferred Compensation award agreements
• Work closely with Finance, Legal, Compliance, Tax, and Payroll teams on various projects
• Preparation of SEC filings (Form 3, 4 & 5)
• Point of contact for employee equity related questions
• Improve the participant experience through clearer employee communications, education materials, onboarding support, FAQs, and other resources that help employees understand their equity and deferred compensation awards
• Stay current on industry best practices in Equity & Deferred compensation

Specific Qualifications

$75,000 - $85,000

• 1-3 years of relevant experience in equity compensation, deferred compensation, executive compensation, compensation operations, finance, accounting, or a related field
• Experience with Financial or Human Capital related administration systems; comfortable working with systems, reporting tools and emerging technology
• Experience supporting proxy, Board, SEC, financial, tax, or executive compensation reporting
• Superior communication, collaboration, and presentation skills, with the ability to convey complex information clearly to employees, senior audiences and cross-functional partners
• Strong analytical, organizational, and project management skills, with excellent attention to detail and sound judgment when working with confidential information
• Advanced proficiency in Excel; proficiency in PowerPoint and Word
• Exposure to using AI tools - ChatGPT, Claude

Preferred Qualifications

• Experience in financial services, investment banking, or asset management
• Experience with Fidelity Stock Plan Services or another major equity administration platform
• Experience with global equity administration, mobile employees, multi-currency awards, and non-U.S. tax/reporting considerations
• Desire and ability to work in a smaller team-oriented environment

Expected Base Salary Range:

XX

In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:

• Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
• 401(k) Retirement Plan
• Life and disability insurance, including additional voluntary financial protection insurance
• Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
• Family-building and family-support benefits
• Paid parental, caregiver, marriage and bereavement leave
• Commuter benefits, health club membership discounts, and other corporate discounts
• Paid holidays, vacation days, personal days, sick days, and volunteer opportunities

About Evercore:

Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit www.evercore.com .

Inclusion and Equal Opportunity Employment

Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.