The Carlyle Group
Join to apply for the
Stock Plan Analyst
role at
The Carlyle Group Join to apply for the
Stock Plan Analyst
role at
The Carlyle Group Get AI-powered advice on this job and more exclusive features. This range is provided by The Carlyle Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$75,000.00/yr - $90,000.00/yr Position Summary This position is a member of the HCM Rewards & Operations team with responsibility for supporting the Shareholder team on all share-related matters (Common Shares, Restricted Stock Units (RSUs), and the former Carlyle Holdings Units (Private Units). Responsibilities include administering share-related transactions, reporting, and coordinating with other departments (Tax, Corporate Accounting/Financial Reporting, Global Employment Tax, HCM, Treasury, Legal and Compliance) as well as the external Equity Plan Service Provider on all share-related matters. Additional responsibilities include, but are not limited to, providing support for key events (new share issuances, RSU issuances, RSU vestings, RSU forfeitures, election periods, dividends, etc.), and providing support for SEC filings for Section 16 officers and the preparation of the annual proxy filing. This position is expected to provide assistance on a wide variety of ad-hoc requests and projects and work closely with the other R&O team members. Primary Responsibilities Shareholder Team Matters (75% of time) Maintains equity plan administration processes and procedures, including updating policies, guidelines, processes and workflows related to timely reporting, financial compliance, governance, participant communication and other necessary documentation Maintains SOX documentation for various share related processes Provides support for the preparation of SEC Reports related to Carlyle's Section 16 officers Assists with annual 10-K filing and Proxy Prepares quarterly RSU budget for RSU grant approval meetings Processes quarterly dividends and Dividend Equivalent Units (DEUs) Monitors and updates post-vesting share retention requirements for participants Prepares RSU grant agreements and delivery of grant communications Works closely with Global Employment Tax team on quarterly RSU vestings Carlyle's subject matter expert on Morgan Stanley's reporting system (Morgan Stanley at Work) Monitors daily data integration to Morgan Stanley and troubleshoots errors Updates various internal trackers Assists in preparing and posting documents to the LP Reporting System Oversees residual tasks related to the former Carlyle Holdings Units Participates in weekly calls with Morgan Stanley and assists with monitoring the status of participant Morgan Stanley investment accounts Reviews new hire and termination agreements to ensure RSUs are issued and/or are vested/forfeited in compliance with the terms of the relevant legal agreements Performs routine checks of Morgan Stanley data to ensure grants, dividends and forfeitures are correctly reflected in the system of record following triggering events, and works closely with Morgan Stanley to resolve issues, as needed. General Administration (25% of time) Assists in the monitoring of the Internal Stakeholder email box and responds to participant inquiries in a timely manner Works closely with other long-term incentive program team members (internal co-investment and carried interest allocations teams) to coordinate responses to stakeholders across all long-term incentive programs Aligns processes across all long-term incentive programs in various systems (i.e. CTR, Investran, Salesforce, C2DS, LP Connect, etc.) Other support as needed Requirements Bachelor's degree required A minimum of 3 years in a support role, required Experience working for a fast-paced financial services company, preferred Equity compensation experience, a plus Proficient in Microsoft Office (Excel, Word, PowerPoint) and ability to learn and understand new technology and reporting tools Well organized with an efficient approach to record keeping Strong interpersonal skills Ability to work as part of a team and juggle multiple projects in a fast-paced environment Maintain confidentiality of all sensitive issues Self-starter with strong attention to detail Excellent communication skills (both oral and written) Ability to effectively prioritize assignments Trustworthy and has high integrity Comfortable interacting with other Analysts/Coordinators, Executive Assistants and Senior Leaders The compensation range for this role is specific to Washington, DC and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications. The anticipated base salary range for this role is $75,000 to $85,000. In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance. Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by Carlyle. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Human Resources Industries Financial Services, Investment Management, and Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at The Carlyle Group by 2x Get notified about new Stock Analyst jobs in
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Stock Plan Analyst
role at
The Carlyle Group Join to apply for the
Stock Plan Analyst
role at
The Carlyle Group Get AI-powered advice on this job and more exclusive features. This range is provided by The Carlyle Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$75,000.00/yr - $90,000.00/yr Position Summary This position is a member of the HCM Rewards & Operations team with responsibility for supporting the Shareholder team on all share-related matters (Common Shares, Restricted Stock Units (RSUs), and the former Carlyle Holdings Units (Private Units). Responsibilities include administering share-related transactions, reporting, and coordinating with other departments (Tax, Corporate Accounting/Financial Reporting, Global Employment Tax, HCM, Treasury, Legal and Compliance) as well as the external Equity Plan Service Provider on all share-related matters. Additional responsibilities include, but are not limited to, providing support for key events (new share issuances, RSU issuances, RSU vestings, RSU forfeitures, election periods, dividends, etc.), and providing support for SEC filings for Section 16 officers and the preparation of the annual proxy filing. This position is expected to provide assistance on a wide variety of ad-hoc requests and projects and work closely with the other R&O team members. Primary Responsibilities Shareholder Team Matters (75% of time) Maintains equity plan administration processes and procedures, including updating policies, guidelines, processes and workflows related to timely reporting, financial compliance, governance, participant communication and other necessary documentation Maintains SOX documentation for various share related processes Provides support for the preparation of SEC Reports related to Carlyle's Section 16 officers Assists with annual 10-K filing and Proxy Prepares quarterly RSU budget for RSU grant approval meetings Processes quarterly dividends and Dividend Equivalent Units (DEUs) Monitors and updates post-vesting share retention requirements for participants Prepares RSU grant agreements and delivery of grant communications Works closely with Global Employment Tax team on quarterly RSU vestings Carlyle's subject matter expert on Morgan Stanley's reporting system (Morgan Stanley at Work) Monitors daily data integration to Morgan Stanley and troubleshoots errors Updates various internal trackers Assists in preparing and posting documents to the LP Reporting System Oversees residual tasks related to the former Carlyle Holdings Units Participates in weekly calls with Morgan Stanley and assists with monitoring the status of participant Morgan Stanley investment accounts Reviews new hire and termination agreements to ensure RSUs are issued and/or are vested/forfeited in compliance with the terms of the relevant legal agreements Performs routine checks of Morgan Stanley data to ensure grants, dividends and forfeitures are correctly reflected in the system of record following triggering events, and works closely with Morgan Stanley to resolve issues, as needed. General Administration (25% of time) Assists in the monitoring of the Internal Stakeholder email box and responds to participant inquiries in a timely manner Works closely with other long-term incentive program team members (internal co-investment and carried interest allocations teams) to coordinate responses to stakeholders across all long-term incentive programs Aligns processes across all long-term incentive programs in various systems (i.e. CTR, Investran, Salesforce, C2DS, LP Connect, etc.) Other support as needed Requirements Bachelor's degree required A minimum of 3 years in a support role, required Experience working for a fast-paced financial services company, preferred Equity compensation experience, a plus Proficient in Microsoft Office (Excel, Word, PowerPoint) and ability to learn and understand new technology and reporting tools Well organized with an efficient approach to record keeping Strong interpersonal skills Ability to work as part of a team and juggle multiple projects in a fast-paced environment Maintain confidentiality of all sensitive issues Self-starter with strong attention to detail Excellent communication skills (both oral and written) Ability to effectively prioritize assignments Trustworthy and has high integrity Comfortable interacting with other Analysts/Coordinators, Executive Assistants and Senior Leaders The compensation range for this role is specific to Washington, DC and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications. The anticipated base salary range for this role is $75,000 to $85,000. In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance. Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by Carlyle. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Human Resources Industries Financial Services, Investment Management, and Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at The Carlyle Group by 2x Get notified about new Stock Analyst jobs in
Washington, DC . Washington, DC $116,000.00-$166,000.00 1 week ago District of Columbia, United States $85,000.00-$130,000.00 1 day ago Future Opportunity: Federal Business Analyst (Evergreen Requisition)
Hyattsville, MD $63,440.00-$109,320.00 1 day ago Arlington, VA $50,200.00-$107,400.00 1 day ago Business Analyst - Risk Assessment with Mortgage/Finance
Washington, DC $90,000.00-$112,000.00 1 day ago Stock & Variable Pay Analyst - Reston, VA
Washington, DC $110,000.00-$140,000.00 2 weeks ago Data and Analytics Associate / Senior Analyst - Portfolio Management & Business Analytics Group
GSE Support PP&O Business Analyst (034-25)
Business Analyst - Implementation Consultant
District of Columbia, United States $100,000.00-$140,000.00 1 week ago Washington, DC $64,800.00-$89,100.00 6 hours ago Business Analyst- W2 ONLY- Local-Washington, DC (2 days a week onsite)
Arlington, VA $60,000.00-$110,000.00 3 weeks ago District of Columbia, United States 1 day ago Washington, DC $75,000.00-$110,000.00 1 week ago Washington, DC $60,000.00-$110,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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