Stock Plan Administrator

FactSet; Norwalk (CT); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Employee stock purchase program

Paid time off

Job summary

FactSet is seeking an experienced Stock Plan Administrator to oversee the day-to-day administration and operational execution of global equity programs, including ESPP. You will oversee grants, exercises, vestings, and communications, while supporting platform implementations and cross-functional projects with HR, finance, payroll, tax, and legal.

Responsibilities include ensuring regulatory compliance, data integrity, and reporting for stakeholders; educating employees on equity programs and

Qualifications

• 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.

Responsibilities

• 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.

Skills

Equity plan administration

Regulatory compliance

Project management

Analytical skills

MS Excel

Communication skills

Education

Bachelor's degree in business/finance

Tools

Equity administration platforms

Job description

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.

At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations.

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.

Required Skills

What We're Looking For

• 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 amount range for this position in the State of Connecticut and in New York City is $100K- $125K

What's In It For You

• 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 atwww.factset.comand follow us onXandLinkedIn.

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify