About The Position
Evercore is seeking an Analyst to join the Human Capital Group’s Compensation team. The role administers the firm’s equity and deferred compensation programs accurately, compliantly, and efficiently. Programs and processes include Restricted Stock Units, deferred cash awards and dividends, participant communications, audit and SOX controls, financial reporting support, and related administration. The Analyst reports directly to the Vice President of Equity & Deferred Compensation and may also be exposed to other areas of Compensation.
Requirements
- 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 administration systems; comfort 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, including the ability to explain complex information clearly to employees, senior audiences, and cross-functional partners.
- Strong analytical, organizational, and project management skills; excellent attention to detail and sound judgment when handling confidential information.
- Advanced proficiency in Excel and proficiency in PowerPoint and Word.
- Exposure to AI tools such as ChatGPT and Claude.
- Bachelor’s degree.
Nice To Haves
- 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 and reporting considerations.
- Desire and ability to work in a smaller, team-oriented environment.
Responsibilities
- Administer equity and deferred compensation programs, including RSUs, deferred cash awards and dividends, vesting, deliveries, deferral elections, forfeitures, and employee lifecycle events.
- Enter, maintain, review, and analyze deferred compensation data using Fidelity Stock Plan Services, EWM Global, and Workday.
- Own operating processes, controls, and reporting, including monthly reporting, reconciliations, SOX and audit support, Board and Finance materials, proxy support, SEC filings, and regulatory or tax-related deliverables.
- Review offer letter terms related to deferred compensation awards and calculate or review calculations of deferred compensation awards.
- Work with Legal Counsel to draft, review, and distribute deferred compensation award agreements.
- Collaborate with Finance, Legal, Compliance, Tax, and Payroll teams on projects.
- Prepare SEC Forms 3, 4, and 5.
- Serve as a point of contact for employee equity-related questions.
- Improve the participant experience through employee communications, education materials, onboarding support, FAQs, and other resources.
- Stay current on industry best practices in equity and deferred compensation.
Benefits
- Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursement 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.
- Employees may be eligible for a discretionary bonus delivered in cash and/or deferred equity.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
