Manager, Equity Resume Samples
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Manager, Equity Resume Samples
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VW
V Walsh
Van
Walsh
47802 Pascale Union
Phoenix
AZ
+1 (555) 211 2661
47802 Pascale Union
Phoenix
AZ
Phone
p
+1 (555) 211 2661
Experience
Experience
Boston, MA
Equity Program Manager
Boston, MA
Hills, Rolfson and Keeling
Boston, MA
Equity Program Manager
- Management and successful completion of the Company’s annual equity offering
- Manage third party and vendor relations effectively
- Create, maintain and communicate annual schedule of investor program events and key dates
- Create, update and maintain investor presentation and communication materials
- Create, update and maintain investor program policy and program documentation
- Conduct proactive outreach to investors to collect input and strengthen relationships and connection
- Preparation of legal investment document templates
Phoenix, AZ
Equity & Securities Services Technology Program Manager
Phoenix, AZ
Bins-Lockman
Phoenix, AZ
Equity & Securities Services Technology Program Manager
- Actively identify and manage risks and issues, working with disparate teams to create mitigation plans and follow-through to resolution
- Evaluate current governance model and identify and execute on areas for improvement
- Direct the identification of risks which impact program delivery and ensure mitigation strategies are developed and executed when necessary
- Lead the identification and drive resolution of issues, including those outside established programs of work
- Work with the COO and Development teams to ensure the program is on target from a budget perspective
- Identify stakeholders and key organizations and build and manage relationships with each
- Direct the communication of status, issue, and risk disposition to all stakeholders, including senior management, on a timely basis
present
Detroit, MI
Asset Manager, VP-equity
Detroit, MI
Padberg-Harvey
present
Detroit, MI
Asset Manager, VP-equity
present
- Provide quarterly reporting to investors comparing asset performance to budget and acquisition underwriting
- Manage various internal/external resources and consultants (leasing brokers, property management, attorneys, construction)
- Identify opportunities to improve quality and content of investor reporting
- Actively asset manage direct and indirect investments for a nationwide portfolio
- Develop strong relationships with various real estate professionals to identify market and asset trends to ensure asset performs in the top tier of the competitive set
- Develop investment models to support major lease, sales, or refinancing strategies
- Work with acquisitions team to underwrite potential new investments, identify risks, negotiate Joint Venture documents, complete due diligence, and assist in closing the transaction
Education
Education
Bachelor’s Degree in Human Resources
Bachelor’s Degree in Human Resources
University of California, San Diego
Bachelor’s Degree in Human Resources
Skills
Skills
- Annual trip to Munich to prepare detailed asset cashflow planning
- Flexibility and adaptability at handling multiple priorities and initiatives
- REIT knowledge
- Knowledge of open/closed end funds
- Ability to communicate effectively both written and verbal
- Superior proficiency with Microsoft Excel and Argus
- Excellent written and verbal communication skills
- Strong organizational and prioritization skills
- Outstanding quantitative and analytical skills
- Versatility to work as a leader, team member, or independently
15 Manager, Equity resume templates
Read our complete resume writing guides
1
Global Equity Derivative Business Manager Resume Examples & Samples
- Analyzing large quantities of data and being able to identify key conclusions (strong Excel)
- Networking and influencing across the front to back organization to deliver key business objectives
- Project Management / Process Management experience desirable (Six Sigma, Lean or similar desirable)
- A career background in either Ops / IT, Finance / Treasury or Compliance / Op Risk
2
Equity Transition Manager Resume Examples & Samples
- Oversee the top priorities for Business and act as the key contact for sales and clients
- Spearhead the Front to Back process with prioritization framework for any new client onboarding/account opening request
- Chair bi-weekly F2B meeting with Steering Committee to communicate on status update for the priority cases and ongoing initiatives
- Manage ad-hoc escalation and key client requests from the business; identify potential bottlenecks and collaborate with relevant internal functions to ensure resolution in timely manner
- Identify process improvement areas, consistently refining and streamlining the F2B process
- Handling compliance and/or regulatory queries and impact from onboarding perspective for client and business
- Provide leadership, strategic direction and guidance to both Onboarding and Transition team
- Experienced in facing off to senior stakeholders and interacting with a wide range of Business and middle/back office functions
- Proven organizational and problem solving skills, ability to influence and negotiate with key stakeholders
- Experience managing projects and an understanding of project life cycle management best practice
- Strong communication skills (English), Mandarin and Cantonese advantageous
- Awareness of Asian market regulations, experience working with compliance and regulators
- Appreciation of best practice in supervisory control and risk management
- Equities product knowledge preferred - derivatives and swaps in particular. Understanding of the F2B flows and lifecycle events associated with Equity products
3
Manager, Equity Resume Examples & Samples
- 5 years compensation/stock-based compensation experience
- Experience with U.S. federal and state taxation relating to equity compensation, as well as general knowledge of global taxation of equity compensation
- Excellent organizational, communication and interpersonal skills; able to communicate confidently and professionally with senior management
- Ability to balance management of multiple macro and micro items on a real-time basis
- Possess understanding of international accounting, tax and legal implications of various compensation issues and transactions
- Word, Excel, PowerPoint. Ability and willingness to learn other software packages
4
Equity Incentives Manager Resume Examples & Samples
- Design incentive plans that align with company strategy
- Provide taxation and accounting advice on the provision of equity incentives
- Have the opportunity to broaden your interest in remuneration-related market practice, governance and transaction projects
- Manage multiple projects and relationships with key stakeholders (both external and internal)
- Manage client relationships and interact with senior management of a diverse range of clients
- Coach and mentor junior staff
5
Active Equity Risk Manager Resume Examples & Samples
- Taking an active role on the creation, production and delivery of analytics pertaining to risk management
- Helping define the analytical and risk management needs for adequately monitoring risks
- Playing a significant role and be accountable for identifying and measuring the market and non-market risks that BlackRock and our clients are exposed to
- Understanding the factors impacting the Active Equity portfolios and managing those risks
- Helping Regulatory Risk and Investment Oversight teams to execute BlackRock’s regulatory obligations under UCITS and AIFMD
- Programming (Matlab, R, Excel VBA) and database (SQL) skills are required
- Programming Python, S-Plus, SAS, Perlare highly desirable
- Working knowledge of equity investment risk management models
- Advanced degree in a quantitative discipline is strongly preferred
- Highly organized and able to adhere to tight deadlines
6
Singapore Based Equity Portfolio Manager Resume Examples & Samples
- Equity Portfolio Manager or Japanese Equity Proprietary Trading experience in Investment Bank or Hedge Fund (Mandatory)
- Hedge Fund experience
- Quantitative investment strategies experience
- Japanese Fluency
7
Equity Comp Manager Resume Examples & Samples
- Administers the employee Long Term Incentive (LTI) Program
- Assists in the development of LTI plan design and oversight/maintenance of the share pool
- Responsible for the day to day activities of the company's global equity incentive programs which include stock options, RSUs and PRSUs, with a focus on global regulatory and tax compliance
- Responsible for ensuring LTI plan documents are in alignment with company goals and that financial statements and equity transactions are accurately processed & settled in a timely manner
- Responsible for ensuring LTI plan compliance with federal, state and foreign regulations along with securities laws
- Maintain database integrity and ensure accuracy of recordkeeping of equity data using Equity Edge. Maintain accurate employee data and track employee mobility for tax purposes
- Responsible for the preparation and processing of quarterly vesting and release of units as well as coordination with payroll on accurate tax withholding
- Process new equity awards and prepare/distribute grant agreements
- Process transactions with outsourced stock plan provider for employee exercise of stock option, RSU and other equity grants
- Process transactions and related filings in compliance with current rules & regulations, SOX controls and governing
- Lead contact for the relationship with stock plan vendors
- Ensure accurate and timely tax withholding and reporting to Payroll
- Perform monthly, quarterly and yearly reconciliation of records between Stock Administration, Finance, HR, Payroll, Equity Edge, E*trade, etc
- Works very closely with Accounting/Finance to prepare all necessary reporting for expensing awards and financial statements
- Collaborate with internal and external auditors and worldwide Finance/Legal/HR team on entire stock reporting requirements
- Ensure that tight controls are in place and procedures followed to satisfy periodic review of compliance with Sarbanes-Oxley
- Generate recurring reports for multiple internal & external corporate partners
- Conduct monthly, quarterly and yearly reporting inclusive of information needed for Proxy plus 10k filings
- Provides consultation to management regarding Stock Administration issues including responding timely to ad hoc data requests from business partners
- Develop presentation materials and other employee communications covering Stock Administration topics
- Answers employee questions and resolves problems regarding equity plans and grants
- Partner with other HR/Comp professionals to develop programs and materials to support business objectives and strategy implementation
- Act as a consultant/advisor to management and other staff members on Stock Administration issues
- Work on related projects and/or assignments as required
- Knowledge and understanding of accounting, tax, legal and securities regulations governing equity instruments
- Creates formal networks involving coordination among groups
- Typically requires a Bachelor's degree in a related field, or equivalent combination of training and experience plus minimum of 12+ years of applied HR Compensation/Stock Administration experience
- At this level, post-graduate coursework and/or professional certification is strongly preferred
- Equity Edge and SAP skills necessary
- Experience with global equity plans a must
- Highly advanced PowerPoint and Excel skills necessary
- Strong analytical and time management skills necessary
8
Equity Solutions Risk Manager Resume Examples & Samples
- Develop analytics and risk models for equity solutions
- Work with the equity solutions investment team on portfolio design and construction
- Monitor equity solutions portfolios on an ongoing basis and help the investment team manage the risks
- Partner with BlackRock Solutions to develop equity solution risk analytics and risk models on the Aladdin platform
- PhD in a highly quantitative subject
- Strong working knowledge of financial markets and asset management
- Expertise in equity products and quantitative investing
- Strong experience in designing quantitative investment models
- Experience from having held a quantitative analyst role
- Expert knowledge of optimisation and signal processing
- Excellent communication skills (written and oral), including strong presentation skills (including experience presenting at professional conferences/seminars)
- Proven experience in delivering on projects
- Highly organized and ability to work under pressure and adhere to tight deadlines
- Strong programming skills in Matlab and excel + experience with R and VBA
9
Manager, Global Equity Resume Examples & Samples
- Manage client expectations and delivery of services to corporate clients with international assignees, international local hires, and cross-border employees
- Perform analysis of global tax calculations related to corporate payroll reporting and withholding on incentive compensation for international and cross-border employees
- Five years of expatriate tax and incentive compliance experience
- Prior experience within public accounting advising clients on global incentive compensation issues
- Extensive experience in equity-based awards and incentive compensation administration, including tax technical and corporate compliance experience
10
Senior Brand Manager, Acuvue® Brand Equity Resume Examples & Samples
- Leads the development of business plans, communications plans, and requisite budgets
- Works directly with the agency partners and internal stakeholders and is responsible for the IMC process including Creative Brief Writing, Creative Evaluation and Agency Coaching, Managing Copy Clearance and delivering all planned ACUVUE® Master Brand creative assets
- Leads the development of an integrated media plan across all brands within the ACUVUE® portfolio
- In addition to core IMC assets, this role directs and executes the US Professional Live Event plan, leading the strategy across several hundred events and leading the execution across the three major national events
- A Bachelor’s degree is required. A Master’s Degree or equivalent is strongly preferred
- A minimum of six (6) years of progressive marketing experience or its equivalent (e.g. agency experience, shopper marketing, customer/trade marketing) is required
- A minimum of three (3) years of Professional Medical and/or Medical Device marketing experience is preferred
- A demonstrated record of marketing leadership including integrated communications/advertising delivery, business plan development, and/or classical marketing training is strongly preferred
- Prior experience working with market research and advertising agencies and agency management is required
- A demonstrated ability to influence cross-functional and senior management to impact decision-making is required as well as a demonstrated track record in identifying winning consumer insights, growth opportunities, and priorities
- Prior experience working with Legal, Regulatory and Global partners is preferred
11
Assistant Brand Manager, Brand Equity Resume Examples & Samples
- Responsible for gathering, analyzing, and acting on market research data, category data, customer insights and financial information in order to evolve the process and make it a best in class experience for both the consumer and professional
- Help create a holistic approach on how to leverage rewards to incorporate other business priorities and objectives – for example how Rewards can support subscription, ecommerce, MyAdvantage, etc
- Review, analyze and make recommendations based upon research in order to optimize the current program and evolve it into an industry leading rewards program
- Working with Health Care Compliance & Copy Clearance on a regular basis
- The Assistant Brand Manager, Brand Equity will need to be effective in cross functional collaboration, agency partnership, measurement/analysis of programs and communication
- The Assistant Brand Manager, Brand Equity will also have to be well versed in competitive analysis, budget management, persuasive selling and communication and data analysis
- Domestic travel up to 15%
- A Bachelor’s degree is required. An MBA is preferred
- A minimum of two (2) years’ relevant experience in marketing is required
- Experience working with CRM and Rewards programs is required
- Experience contributing to the development and execution of brand strategy and communications to support business objectives, in collaboration with global and cross-functional partners is required
- Experience reviewing, analyzing and making recommendations based upon market research is required
- Experience leading budget management and forecasting activities is preferred
- Experience executing brand management-related projects to agreed timelines is required
- Experience working with compliance and regulatory groups is preferredProduct Management
12
Senior Brand Manager Biscuits Equity Resume Examples & Samples
- Bachelor degree in Business Administration/Marketing/Management, Preferably Master Degree
- 10+ years of experience in marketing management position
- Have a strong business acumen & drive for result
- Razor-Sharp Consumer Identification
- Holistic Consumer Understanding & Compelling Insight Translation
- Experience in building and managing brand
- Advertising expertise
- Building effective team & motivating others
13
Senior Manager Share Scheme / Equity Reward Resume Examples & Samples
- Leading and managing client projects such as designing share plans, advising on the structuring of tax efficient management incentive plans, undertaking a global incentive plan tax review or advising on the implications of corporate events on existing arrangements
- Maintaining, developing and ultimately managing strong relationships with clients, including discussing people issues with clients and recognising opportunities to assist clients across different specialisms
- Working with other teams to deliver integrated advice to clients in relation to their business issues
- Delegating work to, and reviewing work carried out by, junior team members from both technical and commercial perspective
- Training and developing junior team members from both technical and non-technical perspective
- Developing innovative solutions and opportunities for clients, and being part of initiatives to bring those solutions to market
- Advising on technical issues and supporting the team's knowledge management
14
Trade Management Services Equity Manager Resume Examples & Samples
- Ensure the team is organised on a daily basis to ensure
- All trades are Pre Matched in accordance with market deadlines
- All Failing trades are captured and investigated
- All cash and stock breaks are investigated and resolved in a timely manner
- Own the daily execution of tasks, ensuring the team checklists are completed
- Act as the first point of contact for all key stakeholders escalating issues and risks as appropriate to the Senior Manager TMS equity
- Provide daily leadership to the TMS equity team assisting with coaching and guidance, helping the team to meet their goals and ambitions by conducting quality appraisals
- Understand the importance of managing risk and ensuring that procedures are updated and followed thus minimising Operational risk across the team
- Facilitate internal and external audits by collating and meeting all requests for information
- Act as the “ears and eyes” of the team” to resolve issues and prevent errors from occurring
- Liaise with Counterparts, Custodians and Trading desks to resolve daily issues and improve processes
- Work with the Senior Manager TMS equity to implement tactical and strategic change, co-ordinating testing resources
- This role is captured by FCA Training and Competency requirements and considered part of the UK ISFA Training and Competency scheme. The candidate should be able to prove completion of industry examinations, have appropriate grandfathering qualifications or be willing to work towards obtaining their qualifications within a specified timeframe
- Working knowledge of the Operational processes across multiple equity markets e.g. Buy In procedures
- An understanding and previous exposure to equity IPOs and Private Placements
- Good Working knowledge of the Fund settlement process
- An understanding SWIFT messaging and the differing market requirements
- A good communicator able to distribute and monitor the daily workload
- Ability to recognise and solve emerging problems, escalating as required
- Ability to manipulate and interpret data e.g. strong Excel skills
- A good awareness of Investment Management Operations and the connection to asset servicing and NAV production
15
Program Manager, Equity Administrator Resume Examples & Samples
- Administer Hologic’s equity compensation programs with Fidelity
- Experience with RSU’s, Stock Options, PSU & ESPP administration
- Lead equity contact for domestic, international and executive employees
- Coordinate 10b5-1 plans and Pre-Clearance plans with executives and captive broker
- Conduct monthly, quarterly and annual reporting which includes but not limited to information needed for Proxy, Form 10-K, Forms filed for executive officers, and various international filings
- Collaborate with Finance, Legal and HR teams on communication materials, grant process, equity cost analysis, technical accounting, compliance and management reports
- Work closely with payroll leads to provide US and International equity income transactions
- Process new grants and other transactions with strong understanding of accounting, tax and legal implications
- Administer semi-annual ESPP enrollments & purchases
- Coordinate the annual Deferred Equity Plan open enrollment period for Executives
- Provide Oversight of China SAFE and all accounting and legal requirements with China-based team
- Generate disqualified disposition reports and year-end tax statements
- Provide year-end training on the impact of equity transactions on employees W-2’s and international equivalent
- Improve processes, efficiencies and accuracy of data
- Provide equity trainings for ESPP, RSU’s and stock options for company
- Work with large data sets, perform data edits, audits, reconciliations, v-lookups and complex calculations
- Knowledge of Fidelity Stock Plan Services preferred
- Knowledge of equity-related accounting, tax and legal concepts
- Excellent Microsoft Excel and Word skills
- Ability to work in fast paced environment and prioritize multiple tasks
- Bachelor’s Degree, Certified Equity Professional (CEP) or a minimum of 5-7 years of stock plan administration experience required
16
Equity Exotics Market Risk Manager Resume Examples & Samples
- Live assessment of market risks, concentrations and top risks. Analyse complex risks that are not easily captured by conventional risk metrics, to improve transparency of the Exotics, Equity Swap business and various other structured product desks within the IED division
- Continuously review limit and reporting framework to ensure appropriateness in light of new trades, businesses, products risk factors and market conditions and opportunities
- Real-time involvement in complex & large deal analysis, including assessing material weaknesses or overlooked risks, agreeing hedging strategies with the Front Office, determining approval standards and writing concise decision support briefs. Ultimately providing formal approval / veto to the desk or approval / veto recommendation to senior management
- Participate in the formal new product approval process
- Understand P&L drivers and construct any necessary tools to facilitate risk and P&L analysis
- Create presentations articulating key risks and portfolio changes to senior management in a timely fashion
- Successful candidate may work closely with UK and Global Regulators (monthly briefings, co-ordination and synthesis of major stress-testing exercises), and would be a key participant in successful approval of on-going model waivers, computing regulatory capital buffers etc
- Advanced degree, or equivalent, in a quantitative subject, mathematics or statistics preferred
- Extensive experience with exotic derivatives and structured products
- Concise, accurate and resourceful
- Strong analytical, financial modeling skills as well as programming (VBA, SQL, Python)
17
B-bbee & Employment Equity Manager Resume Examples & Samples
- Establishes a platform for knowledge sharing to ensure that ongoing upskilling of individuals within the business around the requirements
- Works with the learning and development team to develop the appropriate training material for upskilling purposes
- Participates in and guides the Exco in making strategic decisions in respect of B-BBEE and EE- Develops and produces a set of internal monthly reporting for distribution to key stakeholders
- Develop and produce a set of internal reports to ensure key business owners understand actuals vs targets
- Ensure the B-BBEE database is maintained on a monthly basis to ensure all data is complete, accurate and valid, allowing for accurate reporting on a monthly basis
- Ongoing support and guidance around B-BBEE and EE
- Information and tracking of the specific areas around B-BBEE
- Support and guidance around Skills Development
- Manage contracted B-BBEE and EE vendors and consultants to ensure the delivery of services in line with agreed service level agreements and Dimension Data expectations
- A relevant degree with at least 5 years in a similar position
- Knowledge of the B-BBEE Act and codes
- Knowledge of the Employment Equity and Skills Development Acts
- Professional excellence (adherence to deadlines), Client Centricity, Integrity, Proactivity, Organising skills, Collaborative approach, Relationship management skills, Ability to influence, Tenacity/Resilience
18
Equity Index Portfolio Manager Resume Examples & Samples
- Manages equity index funds and/or client portfolios within expected risk limits and achieves performance consistent with stated client objectives
- Ensures that portfolios are maintained within investment guidelines and that they do not violate applicable government and industry regulations and trends
- Ensures that securities held in portfolios are appropriate for the goals of the client and monitors results for consistency
- Researches and implements sophisticated trading strategies to maximise investor wealth
- Uses systems to rebalance funds as needed, to invest cash and to accommodate contributions/withdrawals
- Maintains knowledge of financial markets, regulatory developments and the evolving index landscape
- Engages with clients and prospects to represent our investment process, philosophy and performance
- Identifies opportunities to improve efficiency and mitigate operational risk
- Knowledge of securities markets acquired through work experience, to profitably manage portfolios
- Ability to use micro and mainframe computer applications to manage funds/portfolios and to generate reports
- Knowledge of fiduciary responsibilities and the legal and regulatory contexts within which investment decisions are made, acquired through formal education and work experience, to ensure that investment activities are in compliance with applicable laws, codes, and regulations
- Substantial experience in an investment management or securities analysis environment
- Client servicing experience preferred
- ETF experience preferred
19
Manager, Program Equity & Operations Resume Examples & Samples
- Proven ability to build and leverage relationships across organizations towards mutually beneficial outcomes
- Customer service approach to planning and relationship management
- Superb organization, detail-orientation, and project management skills
- Ability to thrive in a goal-oriented, fast-paced, and entrepreneurial environment
- Ability to work flexibly and balance both long-term and short-term projects and goals
- Strong strategic and analytical thinking
- Strong results orientation with proven record of achieving ambitious goals
- Creativity and willingness to engage in new forms of outreach through social media
- Embodies Teach For America's core values
- Knowledge of Microsoft office suite
20
Equity Exotics Market Risk Manager AVP / VP Resume Examples & Samples
- Live assessment of market risks, concentrations and top risks. Analyse complex risks that are not easily captured by conventional risk metrics, to improve transparency of the Exotics, Equity Swap business and various other structured product desks
- Development of risk methodologies, tools and involvement in system improvement working closely with traders, quantitative analysts, IT and other groups within the Firm
- Contribute to the assessment of the suitability and performance of pricing and risk models. Work with relevant groups to address material deficiencies
- Contribute towards the development of a suite of comprehensive stress tests to highlight all key risks in the portfolio
- Successful candidate may work closely with UK and Global Regulators and would be a key participant in successful approval of on-going model waivers, computing regulatory capital buffers etc
- Strong knowledge of equity markets and products preferred
- Experience in other asset classes, in particular in Rates or FX
- Experience in risk management and / or quantitative field in a sell-side institution
- Attention to detail, project management and prioritization skills will also be key in balancing daily deadlines with timely implementation of strategic projects
- Excellent communication skills for written, graphical and verbal presentati
21
Equity Programs Manager Resume Examples & Samples
- Oversees the planning and administration of the Company’s equity programs
- Partners with management to support analysis of and determine recommendations for equity compensation programs that support the business
- Oversees relationship with the 3rd party equity plan service provider
- Stays current on industry equity compensation practices and legal issues and assesses potential business impact
- Maintains understanding of applicable laws and regulations
- Partners with Legal, Payroll, Tax, and External Reporting to ensure equity programs are administered and reported in compliance with internal processes, laws, and regulations
- Ensures employee and leadership understanding of equity compensation-related programs and practices through ongoing education and training
- Provides training, mentorship, and leadership for the equity team
22
Manager Employment Equity Resume Examples & Samples
- Review and improve the tools and strategies employed for collection of workforce information. This includes quality improvements to the self-identification survey by working with IT, HR Delivery, Onboarding and other groups and programs as well as implementing and evaluating a communications and change management strategy to engage and improve overall efficacy of the workforce collection methodologies
- Update the Employment Systems Review report annually by conducting focus groups and developing employee feedback mechanisms to identify and describe potential barriers with respect to recruitment, selection and hiring, training and development, promotion, retention, and accommodation of individuals within designated employment equity groups (Women, Visible Minorities, Persons with Disabilities and Aboriginal Peoples)
- Work with the Inclusion and Diversity team to update the Inclusion & Diversity strategy and 3-year plans to include specific goals for representation of individuals within designated employment equity groups and plans to develop, implement and evaluate inclusive strategies aimed at talent retention
- Provide support to the Aboriginal People’s, Persons with Disabilities and Women in Leadership diversity teams to develop strategies, implement educational and awareness raising events, and evaluate team plans
- Work in collaboration with the Manager of Inclusion and Diversity on overall strategy, budget and identified goals
- Build relationships with internal and external stakeholders to raise the profile and scope of Rogers’ Inclusion and Diversity initiatives
- Establish ongoing consultation processes and forums with employee representatives, including unions, to ensure the plans are operational and up-to-date
- University degree (Business/Human Resources preferred)
- Experience in an Employment Equity consulting or analytical role is preferred
- Experience in the Employment Equity area of HR is preferred
- Ability to work independently in a fast-paced environment, balancing multiple activities and deadlines effectively
- Strong verbal and written communication skills, ability to support and lead team initiatives
- Relationship building skills and stakeholder management
- Attention to detail and accuracy while meeting deadlines
- Proven project management skills/event planning
- Expert abilities in MS Office, including Word, PowerPoint and Excel
23
Senior Brand Manager Mucinex Equity Resume Examples & Samples
- Developing long term brand strategies that showcase an understanding of brand, competitive and market conditions
- Writing relevant and engaging communication briefs for TV, Digital and In Store Activations that address key business challenges while also exciting creatives
- Partnering with advertising, shopper and digital agencies to guide and influence creative from briefing through to best-in-class in market executions
- Creating media strategies across a complex multi-segment brand to achieve both segment and parent brand goals
- Measuring and testing media to forge the right multi-channel media plan for a high investment brand
24
Equity Trading Non-market Risk Manager Resume Examples & Samples
- Advising senior members of Equity Trading in relation to managing risk
- Providing risk guidance and approval for all Equity Trading related New Product Approvals
- Providing risk oversight for all key risk indicators for Equity Trading
- Providing risk oversight for all regulatory and market infrastructure changes that impact Equity Trading
- Review and approval of new Equity Trading initiatives
- Equity Trading related regulatory enquiries, compliance test checks and internal audits
- Oversight of business booked remotely onto UK Group entities
- Trader mandates
- Co-ordination of Best Execution governance and controls
- Oversight of Volcker controls, metrics and ownership of EMEA Desk Profiles
- Oversight of trading risk pertaining to EMEA offices
- Ownership of BCP management for IED Sales & Trading
25
Equity & Securities Services Technology Program Manager Resume Examples & Samples
- Own and manage the program governance for the ESST Technology organization
- Evaluate current governance model and identify and execute on areas for improvement
- Identify stakeholders and key organizations and build and manage relationships with each
- Lead the identification and drive resolution of issues, including those outside established programs of work
- Work with stakeholders to ensure program scope definition meets business objectives
- Work with Program Sponsors to ensure business case/cost benefit analysis is in line with business objectives
- Work with the COO and Development teams to ensure the program is on target from a budget perspective
- Drive adherence to program processes, procedures, methods, and standards for program delivery and leverage across the program
- Direct the communication of status, issue, and risk disposition to all stakeholders, including senior management, on a timely basis
- Manage cross stream and Front to Back (FtB) dependencies
- Direct the identification of risks which impact program delivery and ensure mitigation strategies are developed and executed when necessary
- Manage team of program managers, allocating them appropriately, provide coaching and guidance, and ensuring compliance to firm processes and policies
- Can demonstrate a consistent track record having worked as a Program or Project Manager, Lead, PMO or department head, managing teams and large, strategic cross-functional projects
- Minimum of 10 years project management experience
- Financial Services is a MUST, a combination of Equity, Prime, Futures, Custody, Funds, Issuer knowledge preferable
- Must be detailed oriented and be able to dive into the details
- History of delivery
- Microsoft business suite of tools
26
Senior Manager, Global Equity Resume Examples & Samples
- Assist with internal risk management procedures including engagement letters and inter-firm agreement process
- Coordinate and conduct periodic client meetings
- Develop and deliver approved presentations within KPMG and to select outside organizations
- Assist with development and teaching of equity-based compensation courses for IES professionals
- Seven years of expatriate tax and incentive compliance experience
- CPA or JD/LLM, Enrolled Agent, CPP or PHR, SPHR, or GMS, SGMS or Worldwide ERC (Please note that any candidate hired by KPMG into this position that doesn’t currently possess one of the aforementioned credentials/designations needs to secure one within one year from the commencement of employment) For any professionals who do not carry one of the credentials above, one of the following credentials may be acceptable, depending on the type of work performed by the professional. Pursuit of the applicable credential must first be approved. Project Managers - PMP (Project Management Professional) certification; Business Analysts - CBAP (Certified Business Analysis Professional) certification; HR Technologists- GPHR (Global HR Professional) certification
- Ability to supervise and mentor staff
27
Treat Brand Base & Equity Manager Resume Examples & Samples
- Developing and maintaining in conjunction with the Global team where relevant all elements of the brand equity: positioning, brand architecture and pack design
- Developing communication strategy, creative campaign and full integrated communications plan for the brand
- Supporting the base business through summarizing and sharing the knowledge on all elements of the brand bundle
- Working with the marketers across all countries to guide and support execution of the brand building programs
- Liaising with agency partners in developing strategies and IMC programs for the assigned brand for Europe and determine agency SOW and year-end agency ratings based on input from all relevant regions/countries
- Leading the Packaging Design Initiatives for Europe by determining the need of re-designing the packaging, creating a brief for Packaging Design Agency and approving the packaging change
- University Degree, ideally in Marketing
- Several years of professional experience in brand marketing combined with equity building expertise
- Proven track record in strategy development and implementation
- Strong drive for results and intellectual horsepower
- Strong interpersonal and communication skills as well as creativity
28
Cpb-asia Equity Portfolio Manager Resume Examples & Samples
- Minimum of 5 years’ experience in managing and/or researching China/HK equity portfolios
- Chinese (Cantonese and/or Mandarin) language skill is highly desired
- Outstanding quantitative and qualitative analytical skills
- Proven track record in developing client relationships
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Program Manager, Equity Resume Examples & Samples
- Are competent in the professional knowledge and practice for which they are certified
- Have a foundation of skills, knowledge and attitudes necessary to help students with diverse needs, abilities, cultural experiences, and learning styles meet or exceed the state learning goals; and
- Are committed to research-based practice and career-long professional development
- Serve as primary contact and guidance for preparation programs seeking to initiate or expand program offerings with the goal of ensuring a system of adequate, affordable, statewide access to preparation programs producing educators with credentials that match district need
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Equity Non Market Risk Manager Resume Examples & Samples
- Advising senior members of IED in relation to managing risk
- Providing risk guidance and approval for all IED related New Product Approvals and initiatives
- Providing risk oversight for all key risk indicators for IED
- Design and implementation of control solutions, which includes enabling business development in a risk-controlled manner
- Providing risk oversight for all regulatory and market infrastructure changes that impact IED
- IED related regulatory enquiries, compliance test checks and internal audits
- Oversight of business booked-remotely onto UK Group entities
- Co-ordinating risk deep dives to identify risk issues and design/implement enhancements as required
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Global Equity Portfolio Manager Resume Examples & Samples
- University degree in Economics (Bachelor/Master) + diploma in investment such as CFA / CIIA
- At least 7, preferably 10 years of demonstrably successful experience in managing equity portfolios, either globally or in a western DM region (strong knowledge of the European equity market would be a plus)
- Ability to deep-dive into individual company analysis, ideally combined to broad beta allocation capability (regions, sectors)
- An expertise in portfolio construction / risk allocation
- Proven international experience
- The ability to work within research-intensive, narrow universe of stocks and funds
- A passion for investment, with a fundamental and judgmental approach
- An absolute team player, with strong interpersonal skills, able to interact in a productive and respectful manner with individuals at all levels internally and with clients
- French (a must) as well as fluent in English
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Associate Portfolio Manager / Equity Resume Examples & Samples
- Implementing investment decisions for separately managed accounts and funds
- Day to day monitoring of portfolio positioning, trade executions, cash management and compliance with client guidelines
- Addressing client requests and managing events throughout the client’s lifecycle, such as cash flows, transitions, and account openings and closings
- Liaising with other departments internally, including Portfolio Management, Research, Legal and Compliance, Sales and Marketing, Trading, and Operations
- Project based initiatives related to process improvement and implementing new strategies
- An interest in the financial markets and equity portfolio management
- Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios
- The ability to prioritize, multitask and work effectively with a team in a deadline-driven environment
- Strong interpersonal skills and ability to effectively communicate and build relationships with teams throughout the organization
- An ability to think holistically, understand end-to-end processes, and reconsider the status quo
- A proactive and inquisitive approach toward new challenges and problem-solving
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Associate, Equity Portfolio Manager Resume Examples & Samples
- Uses portfolio optimization tools to create and rebalance portfolios based on index and model changes as well as in response to tax management opportunities
- Communicates trade objectives to dedicated trading desk for execution
- Collaborates with team members to create rebalancing strategies
- Develops client transition analysis and asset shopping requests
- Reports on pre- and after-tax performance of portfolios under management and investigates significant deviations
- Ensures that portfolios are maintained within firm guidelines and applicable government or industry regulations
- Responds to client and internal partner inquiries related to current and potential new client portfolios
- Engage in client servicing and sales/marketing activities, including prospect meetings and industry conferences
- Researches and reports on new products and services within the industry
- Stays abreast of new developments concerning regulatory issues that may affect the portfolios under management
- Assists with special projects to improve technology, processes and efficiencies
- Knowledge of tax implications of investment decisions
- Knowledge of securities markets acquired through work experience and formal education
- Analytic, organizational and communication skills are required to successfully manage a diverse load of client portfolios
- Team orientation and ability to engage with external groups (e.g. sales, client servicing, technology, trading desk, performance analysts, and back-office.)
- 2-4 years’ experience in an investment management or securities analysis environment
- Working towards or completion of an MBA and/or CFA preferred
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Senior Equity Manager Resume Examples & Samples
- Administer the company's equity plans for all employees in the U.S. and globally, working closely with the company's transfer agent and outside service providers, as well as internal teams
- Manage all participant equity plan transactions (grants, exercises, tax withholding, releases, forfeitures, etc.) and ensure they are correctly processed and settled in a timely manner
- Coordinate the RFP process, and select the ideal vendor for a third-party equity administration system
- Manage relationship with outside vendor, monitor enhancements and changes to service levels as needed
- Partner effectively and proactively with human resources, HRIS, legal, tax, payroll and accounting to anticipate, implement and/or address equity compensation initiatives/matters
- Streamline the stock administration function, including implementing best practices with effective controls, automate routine work streams to better enable efficient, accurate and timely processing of stock administration matters and reports where possible
- Continue to improve education materials and offerings to employees; plan new hire trainings as needed
- Prepare monthly, quarterly and annual reconciliations of all equity plan information
- Pull data and generate system reporting for Board preparation, accounting, tax and legal filings, as needed
- Maintain supporting documents for financial audits and assist in data requests
- Be responsible for accurate equity and stock compensation accounting under ASC 718, including researching technical issues and communication
- Prepare the equity roll forward and disclosures
- Bachelor’s degree in human resources, business, finance, accounting or other related fields
- Certified Equity Professional (CEP) certification preferred
- Must have at least 8 years’ experience in managing equity plans
- Minimum of 5 years of international experience
- In-depth knowledge of stock administration and equity compensation management technology platforms
- Broad experience with a range of equity compensation instruments and plans, including stock options, RSUs and ESPPs
- Experience with SuccessFactors and PeopleSoft preferred
- Knowledge of US GAAP and IFRS requirements
- Demonstrated ability to take ownership of projects and drive them through to completion, particularly working collaboratively with cross-functional teams
- Strong understanding of W-2 and payroll codes related to equity transactions
- Ability to work in a fast paced, time and data sensitive environment
- Excellent written and verbal communication skills; able to effectively communicate across departments and at all levels
- Excellent Microsoft Office skills
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Manager, Equity Administration Resume Examples & Samples
- Day-to-day administration of all aspects of the company’s equity compensation plans
- Responsible for annual and quarterly issuance of equity grants and participant communication
- Ensure all forms of equity compensation are administered in accordance with the terms and conditions of the plans from which they are granted
- Monitor competitive trends and best practices in the industry and provide strategic guidance to management in developing future programs
- Provide excellent customer service in responding to employee inquiries regarding Solium account information/navigation, equity grant vest conditions, and other frequently asked questions
- Build and maintain strong and effective working relationships with HR Business Partners, Treasury, Finance, Legal, Tax, and Payroll
- Plan and develop employee presentations regarding Long Term Incentive Plans
- Assist with preparation of annual proxy statement and quarterly Board of Director meeting materials
- Partner with Legal on creation/audit of new grant agreements and plan texts
- Manage relationship with Solium, monitor enhancements and changes to service levels as needed
- Prepare monthly, quarterly and annual reconciliations of all outstanding/forfeitures of equity issued to date and respond timely to ad hoc data requests from Finance, Human Resources and Legal
- Identify and recommend process improvements and efficiencies
- Lead special projects as required
- Has 8 to 10 years of directly related work experience, preferably in Retail or similarly sized organization
- Experience with managing equity plans for companies traded on the Canadian Stock Exchange and with a global participant base
- Strong PC skills, including high proficiency in Microsoft Excel
- Good verbal, written and analytical communication skills to enable work with all levels of the organization
- Working knowledge of Solium platform an asset
- Self-starter, highly organized and able to produce high quality work under pressure
- Ability to work in strict confidence
- Self-motivated with a proactive approach to problem solving and utilizing limited resources to maximum capacity
- Professional individual with a strong work ethic and a sense of urgency
- Positive, high-energy, customer-service obsessed attitude
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Scientific Active Equity Portfolio Manager Resume Examples & Samples
- Candidates should be able to meet some of the following criteria -
- Masters or Ph.D. in quantitative fields (e.g. economics, finance, engineering, physics, or mathematics)
- Relevant quantitative experience in the investment management industry
- Experience in equity, fixed income and / or commodity assets classes
- A passion for financial markets, with some specific knowledge of Europe equities preferred
- General understanding of statistical concepts and practical experience working with large data sets
- An ability and desire to develop proficiency in modeling and statistical packages (e.g. Matlab, Python, R) and database extraction
- Willingness to produce high quality work in a demanding, fast-paced environment
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Candy Manager Equity & Innovation Resume Examples & Samples
- Expertise in at least two of the three core Marketing Areas (Equity, Innovation and Activation). Working experience in the other one
- P&L management & financial forecasting (end to end)
- Experience in New Product Development
- Understanding how Mondelez Works (New Category Model). Activation, Equity, Innovation GCT and RCT
- Mandatory English
- Strategic thinker with tactical drive to complete and finish
- Pro-active, self-starter, with ability to work as individual or part of a team
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Equity Program Manager Resume Examples & Samples
- Management and successful completion of the Company’s annual equity offering
- Create, update and maintain investor program policy and program documentation
- Create, maintain and communicate annual schedule of investor program events and key dates
- Facilitate Governance Committee and Equity Operations meetings and related action items
- Create, update and maintain investor presentation and communication materials
- Support organizing, content development and delivery of Annual Investor Meeting, prospective investor presentations, and other applicable events
- Serve as key point of contact for existing and prospective investors, and resolves applicable investor inquiries
- Conduct proactive outreach to investors to collect input and strengthen relationships and connection
- Preparation of legal investment document templates
- Support Quarterly Investor Report completion and communications
- Support quarterly and annual tax related activities and communications
- Prepare internal reporting and required legal/tax filings
- Update, maintain and enhance SharePoint Investor Portal
- Manage third party and vendor relations effectively
- Support various projects and analysis in areas beyond equity in support of business objectives
- 5+ years of professional and applicable experience
- Project and/or Program Management experience
- Strong attention to details and accuracy
- Strong ability to work with others
- Strong organization and task management skills
- Ability to thrive under high pressure situations
- Operates with a sense of urgency
- Adhere to the utmost level of confidentiality and discretion
- Strong sense of humor
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Senior Portfolio Manager, Equity Resume Examples & Samples
- Manages the equity investment of mutual funds and segregated mandates (including asset allocation, sector selection, and security selection)
- Ensures all decisions and portfolio management are within the parameter stated in the investment process
- Analyzes and monitors performance, attribution analysis and risk analysis reports for portfolios
- Actively participating in the monthly strategy and regular equity team meeting
- Providing feedback and actively discussed investment ideas with research department
- In regular basis, evaluates brokers’ performance in term of speed of information dispatch, and research accuracy
- Assist in generating monthly equity outlook
- In regular basis, provide report and presentation of equity review and outlook to discretionary and/or institutional investors
- Supporting the sales and marketing department to provide equity review and outlook to the clients
- Help strengthen controls and compliance and strive for best / suitable practices. Understands, follows and ensures department complies with the CFA Institute’s Code of Ethics and Standard of Professional Conduct
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Senior Manager, Global Equity Resume Examples & Samples
- Assist with internal risk management procedures including engagement letters and agreement processes with KPMG member firms
- A minimum of seven years of expatriate tax and incentive compliance experience
- CPA or JD/LLM, Enrolled Agent, CPP or PHR, SPHR, or GMS, SGMS or Worldwide ERC (Please note that any candidate hired by KPMG into this position that doesn’t currently possess one of the aforementioned credentials/designations needs to secure one within one year from the commencement of employment). For any professionals who do not carry one of the credentials above, one of the following credentials may be acceptable, depending on the type of work performed by the professional. Pursuit of the applicable credential must first be approved. Project Managers - PMP (Project Management Professional) certification; Business Analysts - CBAP (Certified Business Analysis Professional) certification; HR Technologists- GPHR (Global HR Professional) certification
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Asset Manager, VP-equity Resume Examples & Samples
- Actively asset manage direct and indirect investments for a nationwide portfolio
- Oversee joint venture relationships, including leading quarterly asset management meetings
- Prepare and present Investment Committee approval recommendations related to budgets, leases, capital upgrades, loan modifications, and workouts
- Create and implement asset strategies based on actionable insights to maintain and drive asset value
- Valuation of assets, including multi-family, office, retail, and industrial properties
- Evaluate leasing opportunities and lead lease negotiations to maximize returns
- Develop investment models to support major lease, sales, or refinancing strategies
- Work with acquisitions team to underwrite potential new investments, identify risks, negotiate Joint Venture documents, complete due diligence, and assist in closing the transaction
- Monitor construction progress including status of trades, schedule conformance and milestone targets. Conduct periodic site visits
- Review quarterly financials and monitor investment performance
- Provide quarterly reporting to investors comparing asset performance to budget and acquisition underwriting
- Manage various internal/external resources and consultants (leasing brokers, property management, attorneys, construction)
- Source and analyze market research, undertake “deep dive” research on select properties/markets
- Develop strong relationships with various real estate professionals to identify market and asset trends to ensure asset performs in the top tier of the competitive set
- Identify opportunities to improve quality and content of investor reporting
- 5 - 10 years of related work experience in asset management in multiple U.S. markets
- Bachelor’s degree; real estate, finance or engineering specialty – MBA a plus
- Understanding of discounted cash flow modeling, real estate fundamentals and capital structures
- REIT knowledge
- Knowledge of open/closed end funds a plus
- Outstanding quantitative and analytical skills
- Superior proficiency with Microsoft Excel and Argus
- Ability to communicate effectively both written and verbal
- Versatility to work as a leader, team member, or independently
- Flexibility and adaptability at handling multiple priorities and initiatives
- Optimistic, energetic with “can do” / resourceful style
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CIB F&BM Equity Roadshow Manager VP Resume Examples & Samples
- Work closely with equity research and sales teams, and other divisions of the firm to coordinate individual and group investor field trips in China
- Support the Asia Pacific Access team in the execution of conferences, forums and non-deal roadshows
- Liaise with investor relations and senior management of Chinese corporate institutions throughout execution of events
- Draft event invitations, meeting schedules and marketing materials
- Provide on-site event support and to staff conferences when required
- Maintain corporate access database and contact list
- Positive attitude with the ability to work to tight project timelines in a dynamic environment
- Strong project management skills and able to work independently
- Have keen sense of responsibility and willingness to learn
- Detail-oriented and a strong team player
- Excellent communications skills in written and spoken English, Mandarin & Cantonese
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Global Equity Manager Resume Examples & Samples
- Critical to own and manage the process that builds, analyses and communicates on a regular pro-active basis the legal and regulatory environment of countries that participate in one or more of the BP equity schemes
- Ensure the timely equity plan filings, notifications and registrations in countries where they are necessary
- Ensure the timely and accurate processing of all equity grants and releases under the discretionary equity plans as well as ensure the timely launches of BP’s “all-employee” schemes
- Take ownership of the internal database of equity information and functionality of GEMS for tax calculations and financial reporting
- Hold relationship with external share plan administrators in the US, UK and MoW
- Liaise with Segment teams in respect of share plan data and provision of advice re. equity related matters
- Liaise with the Corporate Secretariats Office on any administrative activities associated with the Share Plan schemes
- Responsible for direct communication with participants as required
- Strong technical knowledge of the tax, legal and regulatory environment of equity plans globally
- Extensive exposure to operational excellence in a complex, multi-country/multi-business environment
- ICSA qualifications (or equivalent) if not currently held will be required and BP will fund the training
- Extensive experience of liaising with business leaders and senior management
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Equity Incentives Manager Resume Examples & Samples
- A bachelor’s degree in law
- Experience advising boards and management on governance, remuneration and incentive plans
- Excellent time and people management capabilities
- Ability to remain focused and productive in a fast paced environment
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Diversity, Equity & Inclusion Program Manager Resume Examples & Samples
- Identify diversity and inclusion opportunities for internal client groups (Engineering, Product and Design teams) and across the company
- Develop and drive creative and innovative internal programs incorporating industry experience and aligning to the Dropbox company values and DEI goals
- Support leaders in executing on their own DEI goals
- Serve as an advocate for all Dropboxers and the various communities that make Dropbox a great place to work
- Influence the diversity narrative and communications, in close partnership with Diversity Communications
- Partner closely with Human Resources Business Partners, Diversity Recruiting, Diversity Communications and other internal stakeholders to successfully implement diversity and inclusion programming
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Asset Management Emap Equity Business Manager Resume Examples & Samples
- Partnering with various business groups across functions to execute key priorities, understanding and defining business needs in the context of short and long term objectives
- Analyzing data, processes, team organization and supporting applications to identify weaknesses, gaps, risks and opportunities for improvement
- Providing tactical team support , e.g., procedure updates, presentations and reporting for senior management
- Supporting audit, risk, legal, compliance, oversight & control, technology and operations to help implement key initiatives and address day-to-day issues
- Minimum 2 - 3 years’ experience with exposure/involvement in one or more of the various Asset Management businesses or Asset Management Product areas
- Strong written and spoken English and Mandarin
- Proficient to advanced experience with Excel, PowerPoint, Word and Business Intelligence/Visualization tools
- Strong analytical and logical thinking to understand and analyze complex business processes
- Strong written and verbal communication skills; ability to articulate complex ideas, concepts and solutions at a level appropriate and intelligible to the recipient
- Proven track record of delivering projects, complex products and/or new business initiatives
- Demonstrate ability to multi-task and re-prioritize quickly
