Purple Drive
Technical Business Analyst – Equity Plan Administration
- Compensation
- Not disclosed
- Location
- Weehawken, NJ, USA
- Work setup
- Onsite
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- 8+ years
- Category
- Business analysis
- Posted
Skills
Must have
- Equity Plan Administration (EPA)
- Stock Plan Administration
- Employee Equity Compensation
- Record Keeping
- Financial Reporting
- Regulatory Reporting
- Business Analysis
- Requirements Gathering & Engineering
- Functional Requirements
- Stakeholder Management
- Data Analysis & Reconciliation
Nice to have
- Experience in Banking, Capital Markets, Wealth Management, or Financial Services.
- Experience supporting large financial institutions or wealth-management organizations.
- Experience with global delivery models and geographically distributed teams.
- Experience coordinating with third-party vendors and offshore development teams.
- Experience with large-scale transformation or modernization programs.
- Strong understanding of financial and regulatory reporting.
Full description
Job Title: Technical Business Analyst – Equity Plan Administration
Role Summary
We are looking for an experienced Technical Business Analyst with 8–15 years of experience and strong domain expertise in Equity Plan Administration (EPA), Stock Plan Administration, Record Keeping, and Employee Equity Compensation.
The candidate will act as a bridge between business stakeholders and technology teams, translating complex equity compensation requirements into functional solutions while supporting financial reporting, regulatory reporting, testing, and implementation.
Key Responsibilities
- Gather, analyze, document, and validate business requirements for Equity Plan Administration and Record Keeping.
- Work closely with business stakeholders, Product Owners, technology teams, and third-party vendors.
- Translate business requirements into functional specifications, user stories, process flows, and acceptance criteria.
- Support solution design, requirements walkthroughs, testing, validation, and implementation.
- Analyze business processes related to employee equity compensation and stock plans.
- Support financial and regulatory reporting requirements related to equity compensation.
- Perform data analysis, reconciliation, and reporting activities.
- Collaborate with technology teams working with Oracle, Azure, and modern UI-based applications.
- Identify business and technical gaps and work with relevant teams to resolve issues.
- Coordinate with offshore/global delivery teams and external vendors.
- Participate in solution reviews, stakeholder meetings, and project status discussions.
- Support transformation and modernization initiatives involving equity administration platforms.
- Prepare business and functional documentation and maintain requirements traceability.
Required Skills
Primary / Must-Have:
- Equity Plan Administration (EPA)
- Stock Plan Administration
- Employee Equity Compensation
- Record Keeping
- Financial Reporting
- Regulatory Reporting
- Business Analysis
- Requirements Gathering & Engineering
- Functional Requirements