Equity Operations Analyst or Associate

Job title: Equity Operations Analyst or Associate

About the Role iCapital is seeking a highly motivated and detail-oriented Equity Operations Analyst or Associate to join the Corporate Finance team. This role provides exposure to the full equity administration lifecycle—from grant issuance through compliance, audit, and investor reporting—in a fast-moving, process-driven environment.

What You'll Do

• Administer equity award issuances, modifications, and updates on the Equity Management System, ensuring accuracy across all transaction types.
• Execute grant issuance and vesting workflows with data integrity, timeliness, and compliance with plan documentation.
• Perform data reconciliations between the Equity Management System and source records; investigate and resolve breaks.
• Maintain monthly reconciliation logs and prepare clear activity summaries for internal stakeholders.
• Partner with Payroll to support federal, state, and local tax withholding calculations on equity events; drive year-end tax form reconciliations with Finance and HR.
• Own ongoing data quality monitoring; escalate discrepancies and document resolutions.
• Prepare audit-ready documentation across multiple jurisdictions; manage end-to-end audit request trackers.
• Maintain jurisdictional filing calendars and compliance trackers; flag upcoming deadlines.
• Compile inputs required for local regulatory filings before submission.
• Build and maintain country process documentation; onboarding workflows for legal, tax, and operational vendors.
• Manage full invoice lifecycle; resolve processing delays and flag aging items to management.
• Coordinate production and distribution of quarterly investor reporting packages; serve as operational point for year-end investor audit inquiries.
• Maintain organized, audit-ready filing systems for investor-facing materials.
• Build and improve key operational trackers and dashboards; deliver concise status updates to senior leadership.
• Identify gaps in tracking infrastructure and propose scalable solutions.

What We're Looking For

• 0–4 years of experience in a finance, operations, accounting, equity compensation, or data-focused role in financial services, fintech, asset management, or corporate finance.
• Bachelor's degree in finance, accounting, economics, or a closely related field.
• Exposure to equity compensation administration or financial reporting support, or audit/compliance processes is a strong plus.
• Experience with equity management systems, HRIS platforms, or similar data and workflow tools.
• Prior experience coordinating cross-functionally across Finance, Legal, HR, and Payroll.
• Familiar with regulatory filing environments and multi-jurisdictional compliance processes is a plus.
• Exceptional organizational skills; able to manage multiple equity trackers and deadlines simultaneously without loss of accuracy.
• High degree of data discipline and attention to detail; proven ability to reconcile information across systems.
• Strong technical proficiency in Microsoft Excel; comfortable handling large operational datasets.
• Ability to operate within a highly controlled environment with defined approval workflows, segregation of duties, and audit-ready documentation standards.

Nice to Have

• Exposure to equity compensation administration, financial reporting support, or audit and compliance processes is a strong plus.
• Experience with equity management systems.
• Familiarity with regulatory filing environments and multi-jurisdictional compliance.
• Prior cross-functional coordination experience across Finance, Legal, and HR.

Compensation & Benefits

• Base salary range: $70,000 to $110,000 annually.
• Equity for all full-time employees and an annual performance bonus.
• Comprehensive benefits including employer-matched retirement plan, healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited PTO.
• Office presence Monday-Thursday with the option to work remotely on Friday.