The Equity Analyst is responsible for supporting the day-to-day administration of the company's equity compensation programs, including stock options, restricted stock units (RSUs), and the employee stock purchase plan (ESPP). Reporting directly to the Director, Executive & Equity Compensation, this role plays a critical part in maintaining accurate participant records, processing equity transactions, and ensuring employees receive timely, clear information about their equity benefits.
The ideal candidate has a foundation in equity compensation or financial administration, a high level of attention to detail, and a desire to grow within a fast-paced, global organization.
Essential Duties & Responsibilities:
Equity Program Administration
- Assist in the administration of stock option plans, RSUs, ESPP, and other equity-based compensation programs under the guidance of the Lead Equity Administrator.
- Maintain accurate and up-to-date participant records, including grant details, vesting schedules, and transaction history in the equity management platform (E*TRADE).
- Process equity transactions—including stock option exercises, RSU vesting events, and ESPP purchases—accurately and within required timelines.
Compliance & Reporting
- Support regulatory reporting and compliance filings (e.g., Form 4, 10-K, 10-Q) in coordination with the Legal and Finance teams.
- Assist with SOX control documentation and audit support as directed by the Lead Equity Administrator.
- Monitor and flag compliance issues or transaction discrepancies for timely resolution.
Employee Support & Communications
- Serve as a first point of contact for employee inquiries related to stock plan details, including vesting schedules, tax implications, and transaction procedures.
- Prepare and distribute equity plan communications to employees in a clear and timely manner.
- Collaborate with HR, Payroll, Legal, and Finance teams to ensure seamless administration of equity programs and accurate payroll tax withholding.
Cross-Functional Collaboration
- Partner with external equity plan vendors and service providers to facilitate smooth operations.
- Support the coordination of grant approval processes, including documentation and communications to employees and management.
- Assist in special projects related to global equity plan expansion, system improvements, or process enhancements as needed.
- Opportunities to support other areas of compensation, including executive compensation and broad-based initiatives, as needed.
This is a remote eligible position. Candidates within a 45-mile radius of Boston, MA; Detroit, MI; or Denver, CO will be required to work hybrid (2 days per week) from the nearest Dynatrace office.
What will help you succeedMinimum Requirements
- 2+ years of experience in equity compensation, stock plan administration, financial services, or a related administrative role.
- Bachelor's degree in Business, Finance, Accounting, or a related field.
Preferred Qualifications
- Familiarity with equity compensation regulations, including IRC Section 409A, SEC reporting requirements, and equity tax implications.
- Experience with equity management platforms (E*TRADE preferred) and Microsoft Office Suite.
- Advanced Microsoft Excel skills, including proficiency with formulas like SUMIFS and VLOOKUPS, is a must.
- Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment.
- Excellent written and verbal communication skills, including the ability to explain complex equity concepts to employees in accessible language.
- Strong organizational and problem-solving abilities with a customer service mindset.
- Interest in or progress toward Certified Equity Professional (CEP) designation is a plus.
- Exposure to global equity compensation plans or cross-border tax considerations is advantageous.
- Public company experience preferred.
- A one-product software company creating real value for the largest enterprises and millions of end customers globally, striving for a world where software works perfectly.
- Working with the latest technologies and at the forefront of innovation in tech on scale; but also, in other areas like marketing, design, or research.
- A team that thinks outside the box, welcomes unconventional ideas, and pushes boundaries.
- An environment that fosters innovation, enables creative collaboration, and allows you to grow.
- A globally unique and tailor-made career development program recognizing your potential, promoting your strengths, and supporting you in achieving your career goals.
- A truly international mindset that is being shaped by the diverse personalities, expertise, and backgrounds of our global team.
- A relocation team that is eager to help you start your journey to a new country, always there to support and by your side.
- Attractive compensation packages and stock purchase options with numerous benefits and advantages.
DOE, salary $76K - $95K, plus Health, Dental, Life, STD, LTD, 401K, PTO. Total compensation may vary depending on candidate experience/education and location.
Equal Employment OpportunityAll your information will be kept confidential according to EEO guidelines.
We offer competitive compensation, company-sponsored premium benefits, medical, dental, vacation/holidays, company matching 401(k) Plan, etc. Dynatrace is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, gender identity, religion, national origin, ancestry, citizenship, physical abilities, age, sexual orientation, creed, disability status, veteran status, pregnancy, genetic status, or any other characteristic protected by law. If your disability makes it difficult for you to use this site, please contact [email protected]. Dynatrace participates in E-Verify, participant information in English and Spanish. Right to work information in English and Spanish. EEO is the Law. To be considered for this position, please upload your resume/CV.
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