Equity Analyst

Key Responsibilities

• Manage and maintain the equity platform (Carta), ensuring cap table accurac
• Process equity transactions including grants, exercises, transfers, repurchases, RSUs, and refresh grants
• Support equity-related events and transactions in partnership with Legal and Finance
• Ensure compliance with 409A valuations, board approvals, audits, and ISO/NQSO requirements
• Act as a point of contact for employees on vesting, exercises, and equity statements
• Reconcile equity data across HRIS, payroll, accounting, and equity systems
• Prepare equity reports for executives, auditors, board meetings, and investor requests
• Perform equity analytics including grant sizing analysis, dilution modelling, and benchmarking
• Support equity compensation budgeting and forecasting, including share pool planning and burn rate analysis
• Build and maintain Excel models for equity analysis, reconciliations, and scenario modelling
• Translate complex equity and financial data into clear insights for Finance, HR, and leadership
• Improve equity-related processes, documentation, and reporting to support scale and audit readiness
• Support equity platform vendor selection, implementation, or system migrations when needed
• Automate recurring equity analyses and reports where possible

Skills, Knowledge & Expertise

• 3–6 years of experience in equity administration, equity analytics, stock plan management, or compensation / total rewards
• Hands-on experience with Carta or similar equity platforms (Shareworks, Eqvista, Pulley, etc.)
• Strong understanding of stock options, RSUs, cap tables, dilution, and 409A valuations
• Solid knowledge of US equity regulations (ISO/NQSO, Rule 701, Forms 3921/3922)
• Proven analytical skills and advanced Excel modelling experience
• Experience reconciling data across multiple systems (HRIS, payroll, accounting, equity platforms)
• Strong attention to detail and ability to handle highly confidential information
• Clear communication skills and ability to explain complex equity topics to non-expert stakeholders
• Experience with international or cross-border equity programs
• Exposure to startup or venture-backed environment
• CEP certification (completed or in progress)
  
  

Job Benefits

• Hybrid work mode and flexible schedule
• Diverse internal training programs
• Partially or fully covered external training and courses
• All necessary work equipment provided