Manager, Equity Job Description
Manager, equity
provides assistance for the stock compensation accounting under ASC 718; assess and drive improvement of the equity compensation management tools.
Manager, Equity Duties & Responsibilities
To write an effective manager, equity job description, begin by listing detailed duties, responsibilities and expectations. We have included manager, equity job description templates that you can modify and use.
Sample responsibilities for this position include:
Manage all aspects of portfolios including index changes, corporate actions, and cash management
Test CES procedures to ensure staff is adhering to roles and responsibilities
Provide guidance on Gifts and Non-Cash Compensation
Ensure proper handling of client and other sensitive information
The Private Equity Senior Manager will be responsible in managing staff, reviewing and signing off on work performed
Plan, schedule and manage the daily workflows of all client relationships within your account
Develop, adhere and maintain targets concerning staffing
Continuous relationship management across wide range of hedge fund clients
Participating in and leading projects that may be defined from time to time in connection with the continuing expansion and evolution of the business
The Private Equity Senior Manager will also be responsible for managing the NAV preparation and review process for the Group's clients
Manager, Equity Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Manager, Equity
List any licenses or certifications required by the position: CPA, CEP, CFA, CCP, JD, ACCA, IFRS, PHR, CEBS, PMP
Education for Manager, Equity
Typically a job would require a certain level of education.
Employers hiring for the manager, equity job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Accounting, Finance, Business, Economics, Education, MBA, Business/Administration, Human Resources, Mathematics, Graduate
Skills for Manager, Equity
Desired skills for manager, equity include:
Brokerage industry
Data flows between interfacing systems
Excel
Global taxation of equity compensation
Microsoft Office
PowerPoint and Word
Specifically Microsoft Excel
ASC 718
MS Excel
Stochastic calculus and risk neutral pricing theory
Desired experience for manager, equity includes:
Pricing investments
Assisting with mergers and acquisitions
Assisting with many ad hoc requests
Basic administrative support as needed
Providing project management on selected initiatives to support the business
Working closely with the business and development managers to oversee and track the portfolio of technology initiatives being delivered for front office sales & trading
Manager, Equity Examples
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Manager, Equity Job Description
Job Description Example
Our growing company is looking to fill the role of manager, equity. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for manager, equity
- Communicate with and participate in key trade/industry groups to remain apprised of real-time events, capital market trends and transactions
- Liaise with industry sources and real estate asset management business partners
- Conduct site visits to meet with members of each sponsor’s primary functional group
- Tour representative assets within the prospective fund or managed by the sponsor
- Assess asset quality and viability
- Conduct comprehensive due diligence and liaise with legal and tax counsel to negotiate protective and preferential terms
- Advise investor and respond to related concerns
- Prepare Consolidated Financial Statements with footnotes
- Analyze investment documents and properly set up investment structures including holding companies, AIVs and blockers
- Calculate current and deferred tax expense/benefit and related deferred tax assets/liabilities
Qualifications for manager, equity
- Minimum of 7 years of Professional experience, preferably at a major management consulting firm or financial institution
- Equity Business Knowledge preferable
- Confident and professional communicator, both verbal and written
- Proactive -able to provide ideas and solutions
- An interest in investment research and the investment management business
- Train new employees and assist with new fund transition and/or set up
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Manager, Equity Job Description
Job Description Example
Our company is looking to fill the role of manager, equity. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for manager, equity
- Understand client relationship dynamics, sell and cross-sell the company’s products and learn how to represent the the company with clients on important business issues
- Review balance trends and percentage of business within the company’s Prime Brokerage business
- Gain a holistic understanding of both the hedge fund industry and the multiple touch points across the company
- Liaise with local and cross-regional support teams
- Participate in and lead client meetings
- Stay current on applicable client offering and relevant regulatory changes
- Act as Transition Team’s Equity PB SME for the region, driving change and best practice on behalf of the team
- Ensure ongoing knowledge share with all regions in relation to Equity PB offering
- Maintaining constant awareness of market conditions
- Creating, coordinating and implementing outreach plans
Qualifications for manager, equity
- Excellent presentation, training and communication skills
- Interested in being an all-round business adviser who enjoys working closely with clients to provide them with a pro-active service giving them innovative and commercial tax solutions
- Self-motivated with ability to handle multiple, complex projects simultaneously and prioritize in demanding situations
- Creative thinker with an ability to identify process improvement opportunities, sales ideas
- You will be allocated a portfolio of clients and you will be required to manage the delivery of tax compliance and other tax services on these clients
- Instructing and supporting the assistant managers with respect to the tax compliance process
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Manager, Equity Job Description
Job Description Example
Our growing company is looking for a manager, equity. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for manager, equity
- Provide subject-matter expertise and recommendations
- Manage relationship with stock plan administration vendor
- Manage life-cycle of implementing new types of plans and/or equity programs in new markets/countries
- Respond to ad hoc requests for analysis
- Manage the administration of the company's executive Long-Term Incentive Plan and Deferred Compensation Plan
- Model financial impact of compensation programs
- Interface with non-employee directors, Section 16 officers and external brokers
- Handle taxing authority audits of client tax returns and related records
- Manage private equity tax deliverables and client relationships
- Review federal and state tax returns
Qualifications for manager, equity
- Co-ordinating colleagues in different specialist areas and overseas offices for larger pieces of advisory work or technical research on your portfolio of clients
- Assisting the senior managers with technical research, proposals and business development work
- Ensuring that the risk management process is complete for your allocated clients, and managing fees and costs
- You are likely to be a senior assistant manager or a new / experienced manager who is looking to move to a specialised team
- You should have relevant experience
- Technical excellence, communicating technical issues clearly to both clients and team members
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Manager, Equity Job Description
Job Description Example
Our growing company is looking for a manager, equity. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, equity
- Research federal, state, and international tax and private equity issues
- Liaise with clients and their tax advisors on the preparation of partnership income tax returns
- Develop and improve processes around growing private equity business to enhance client offering
- Assist in the pursuit of new business, including sales pitches and pricing of engagements
- Lead by example and promote teamwork
- Exposure to executive compensation
- Supervise junior tax professionals on financial services engagements
- Review and improve the tools and strategies employed for collection of workforce information
- Calculating and reviewing quarterly tax estimates and tax advance payments for high-net worth individuals and equity owners
- Corresponding with outside service providers and tax preparers as it relates to tax estimates and K-1 issuances
Qualifications for manager, equity
- Experience interacting with high demanding financial professionals and leaders
- Experience with SEC filings, executive compensation, preparation of BoD and Compensation Committee materials
- 5+ years of hedge and private equity funds experience
- Knowledge of recent federal and state developments, current tax accounting standards
- Heavy tax review experience
- 4-8 years of experience with Private Equity Tax
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Manager, Equity Job Description
Job Description Example
Our innovative and growing company is hiring for a manager, equity. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, equity
- Reviewing and calculating partner allocations
- Processing federal and state partnership tax filings and quarterly estimated payments
- Analyzing various federal and state tax withholding issues that impact individual partners and the partnerships’ global investments
- Providing accurate and timely data for quarterly financials and various SEC filings
- Contributes to the analysis and selection of European equity securities
- Analyses the companies considering the economic prospects, its cash flow generating ability and liquidity needs, and other relevant factors in order to determine the suitability of each security for purchase or appropriateness of securities held in the portfolio for sale
- Support the implementation of Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA) positioning, on the Equity side
- Assist in the preparation of the material for the Local ALMICs and Board
- Maintains professional network across European financial services industry, especially insurance, asset management and banking
- Keep contact with senior management, investor relations of companies under his/her radar
Qualifications for manager, equity
- Knowledge of Guernsey Company Law POI and FNCC legislation and Anti-Money Laundering legislation
- Previous management experience and strong leadership skills required
- Experience in administration, desirable in Funds/Private Equity (Not essential)
- Time Management & Organisational skills essential
- Effective Communication skills (Verbal & Written) essential
- Thorough understanding of the equity compensation industry, the competitive landscape that shape them