Equity & Deferred Compensation Analyst - Human Capital Group, Compensation

Return to search results Experienced Analyst - Human Capital Group - Compensation - New York Region   Americas Location   New York Group   Human Capital Group Job description   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 eventsData entry, maintenance, review, and analysis of deferred compensation data utilizing our key systems – Fidelity Stock Plan Services, EWM Global, and WorkdayOwn 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 deliverablesReview offer letter terms as it relates to deferred compensation awards, including calculating/reviewing the calculation of Deferred Compensation awardsWork with Legal Counsel on drafting, reviewing and distributing Deferred Compensation award agreementsWork closely with Finance, Legal, Compliance, Tax, and Payroll teams on various projectsPreparation of SEC filings (Form 3, 4 & 5)Point of contact for employee equity related questionsImprove the participant experience through clearer employee communications, education materials, onboarding support, FAQs, and other resources that help employees understand their equity and deferred compensation awardsStay current on industry best practices in Equity & Deferred compensationSpecific Qualifications:1-3 years of relevant experience in equity compensation, deferred compensation, executive compensation, compensation operations, finance, accounting, or a related fieldExperience with Financial or Human Capital related administration systems; comfortable working with systems, reporting tools and emerging technologyExperience supporting proxy, Board, SEC, financial, tax, or executive compensation reportingSuperior communication, collaboration, and presentation skills, with the ability to convey complex information clearly to employees, senior audiences and cross-functional partnersStrong analytical, organizational, and project management skills, with excellent attention to detail and sound judgment when working with confidential informationAdvanced proficiency in Excel; proficiency in PowerPoint and WordExposure to using AI tools – ChatGPT, ClaudeBachelor’s degreePreferred QualificationsExperience in financial services, investment banking, or asset managementExperience with Fidelity Stock Plan Services or another major equity administration platformExperience with global equity administration, mobile employees, multi-currency awards, and non-U.S. tax/reporting considerationsDesire and ability to work in a smaller team-oriented environmentExpected Base Salary Range: $75,000 - $85,000In 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 accounts401(k) Retirement Plan  Life and disability insurance, including additional voluntary financial protection insuranceWell-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health servicesFamily-building and family-support benefitsPaid parental, caregiver, marriage and bereavement leaveCommuter benefits, health club membership discounts, and other corporate discountsPaid 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.