Workplace Solutions - Equity Plan Management Analyst

TwinThread; Nashville (TN); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Comprehensive parental leave offerings

Inclusive family building programs

Discounted childcare

Job summary

TwinThread is seeking an Equity Plan Management Analyst to join their dynamic team within Workplace Solutions. In this role, you will manage client accounts related to employee share plans while ensuring excellent service delivery and engagement across various teams.

The position offers significant opportunities for career growth in a fast-paced environment, requiring strong communication, financial analysis, and procedural skills. TwinThread values diversity and is committed to inclusion, providing a robust benefits package.

Qualifications

• Strong ability to prioritize and adhere to tight deadlines.
• Demonstrated innovative and proactive thinking.

Responsibilities

• Manage a portfolio of companies administering employee share plans.
• Interact with customers on operational transactions related to share plans.
• Process operational transactions including data management and reconciliation.
• Maintain procedural documentation related to client companies’ programs.
• Assist in identifying new tools and system enhancements.
• Implement projects to enhance business operations.
• Create and maintain relations with key business partners.

Skills

Excellent communication skills

Proven numeric and financial analysis skills

Microsoft Excel

Microsoft Word

Commercial acumen

Education

Third level qualification

Job description

Job Description

Join our dynamic Equity Plan Management team within Workplace Solutions as an Equity Plan Management Analyst, where you will have the opportunity to play an integral part in our client service delivery and make a significant impact. This role offers a chance for career growth and the opportunity to work in a fast‑paced, innovative environment.

As an Equity Plan Management Analyst within our dynamic Equity Plan Management team at Workplace Solutions, you will play an integral part in our client service delivery and make a significant impact. This role offers you the chance for career growth and the opportunity to work in a fast‑paced, innovative environment. You will be entrusted with the management of client accounts, actively engaging with various teams across our operational and IT departments, contributing to the innovation of team processes. You will have the freedom to manage your workload in a dynamic environment and the opportunity to collaborate with diverse teams.

Job Responsibilities

• Manage a portfolio of companies administering employee share plans within a team framework
• Interact with customers/clients on operational transactions related to their share plan program
• Execute the timely processing of operational transactions, including data management, reconciliation, processing, reporting and problem solving
• Organize, develop and maintain procedural and process documentation related to client companies’ program(s) to ensure accurate transaction processing and minimize risk
• Assist in identifying new system tools and enhancements to existing systems
• Implement projects to enhance business operations while acting as a point of contact for Client Accounts
• Create and maintain excellent relations with key business partners as well as identify innovative client solutions

Required Qualifications, Capabilities and Skills

• Excellent communication skills
• Proven numeric, financial analysis, documentation and procedural skills required
• Excellent computer skills including Microsoft Excel and Word
• Demonstrate commercial acumen with an ability to be innovative & pro‑active
• Ability to prioritise and adhere to tight deadlines

Preferred Qualifications, Capabilities and Skills

• Third level qualification

J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work‑life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide‑ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans