- Performs day-to-day stock administration tasks and customer support for client companies
- Processes equity grants, vesting, expiration and forfeiture actions for employees and directors
- Processes option exercises and stock award vesting and ESPP purchase events as they occur
- Manages and interfaces with applicable third-party vendors (brokers, transfer agents, etc.)
- Assists Client Service Managers with client inquiries, requests for reports (outstanding equity and equity forfeitures, vesting and exercises, and other required compliance reports)
- Imports data, monitors automatic data feeds, resolves data errors, runs and analyzes equity audit reports
- Prepares monthly, quarterly and year-end stock transaction reconciliations Interface with cross-functional Certent team members, as needed, in delivering timely and accurate client administration services
- - Qualifications / Requirements*
- B.S. or B.A. in a Business Administration, Economics, Accounting,



or Finance or related studies 0-2 years of experience in working with third-party record keeping
- Certified Equity Professional (CEP) Level 1 or ability to obtain within 12 months. Full certification encouraged.
- Systems for plan administration or payroll (equity administration software preferred)
- High level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)
- Excellent written and verbal communication skills
- Ability to work well in a collaborative environment
- Solid analytical and independent problem-solving skills
- Strong organizational skills and an ability to manage multiple clients tasks and issues in a fast-paced work environment
- Exceptionally resourceful, detail-oriented with ability to deliver complete and accurate results
- Experience working with different types of Equity Plans in both private and public companies is preferred

Skills: Problem-solving

Experience: 0.00-2.00 Years

📌 Associate Managed Services Consultant (Hyderabad)
🏢 Insightsoftware
📍 Hyderabad