girl looking into her desktop
Back to search results

GWIM Ops Analyst- Equity Operations Specialist

Jacksonville, Florida;

Job Description:

Enterprise Overview:

Provides standard reporting and analytical support in a GWIM Operations for one or more product areas funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. While incumbents in this position are responsible for traditional activities such as trade processing/clearance or funds transfer, their day-to-day actions are more focused on administering defined procedures, analysis and report preparation, and exception processing. Requires general understanding of operations and GWIM products. This associate's work may be subject to the review of a Supervisor or Operations Team Manager. Associates in this position will either typically possess a college degree, analytic and systems skills, basic knowledge of finance and have good communication skills; or will have worked within the Operations area for several years and have acquired an understanding of the process. Generally 2-4 years or more experience is preferred. Can also be designated as a Team Lead in this role..

LOB Description:

The Equity Operations Specialist is responsible for all daily settlements of employee stock option exercises and restricted lapses, as well as the accurate and timely processing of all recordkeeping and administrative activities for our Institutional Equity compensation and Employee Stock Purchase Plans.

  • Responsible for daily settlement of option exercise, restricted and performance lapses, and employee stock purchases plan events.
  • Responsible for the accurate and timely processing of all recordkeeping and administrative activities for our corporate clients equity award plans.
  • Responsible for the accurate and timely processing of all recordkeeping and administrative activities for our corporate clients equity award plans, including Plan Procedure updates, Blackout maintenance, ISO recalculations and Grant Award acceptance.
  • Responsible for support of iReporting platform to be able to provide iReport training sessions and to be able to support day to day iReport creation requests.
  • Responsible for the support of monthly Roll Forward reporting packages as well as additional scheduled and one off client report requests.

Required Skills:

  • Strong oral and written communication skills
  • Must be able to work independently and part of a team
  • Exceptional follow up and follow through skills
  • Must be Detail Oriented
  • Self-Motivated
  • Proficient in MS Office

Desired Skills:

  • This role typically requires 3+ years’ experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Enterprise Overview:

Provides standard reporting and analytical support in a GWIM Operations for one or more product areas funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. While incumbents in this position are responsible for traditional activities such as trade processing/clearance or funds transfer, their day-to-day actions are more focused on administering defined procedures, analysis and report preparation, and exception processing. Requires general understanding of operations and GWIM products. This associate's work may be subject to the review of a Supervisor or Operations Team Manager. Associates in this position will either typically possess a college degree, analytic and systems skills, basic knowledge of finance and have good communication skills; or will have worked within the Operations area for several years and have acquired an understanding of the process. Generally 2-4 years or more experience is preferred. Can also be designated as a Team Lead in this role..

LOB Description:

The Equity Operations Specialist is responsible for all daily settlements of employee stock option exercises and restricted lapses, as well as the accurate and timely processing of all recordkeeping and administrative activities for our Institutional Equity compensation and Employee Stock Purchase Plans.

  • Responsible for daily settlement of option exercise, restricted and performance lapses, and employee stock purchases plan events.
  • Responsible for the accurate and timely processing of all recordkeeping and administrative activities for our corporate clients equity award plans.
  • Responsible for the accurate and timely processing of all recordkeeping and administrative activities for our corporate clients equity award plans, including Plan Procedure updates, Blackout maintenance, ISO recalculations and Grant Award acceptance.
  • Responsible for support of iReporting platform to be able to provide iReport training sessions and to be able to support day to day iReport creation requests.
  • Responsible for the support of monthly Roll Forward reporting packages as well as additional scheduled and one off client report requests.

Required Skills:

  • Strong oral and written communication skills
  • Must be able to work independently and part of a team
  • Exceptional follow up and follow through skills
  • Must be Detail Oriented
  • Self-Motivated
  • Proficient in MS Office

Desired Skills:

  • This role typically requires 3+ years’ experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21062965

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Matthew Beers

Referral Bonus:

0