Corporate Actions Specialist
Shareworks by Morgan Stanley
Americas,Canada,Ontario,Toronto
4d ago

Responsibilities

Based on defined requirements and a project plan, accurately configure Shareworks™ software to reflect the needs of your clients’ equity compensation plans and related plan data

Maintain and utilize the project workflow and checklists to manage your project deliverables

Regular and open communication with the Project Specialist and Client on any delays or challenges with your deliverables

Prepare client data, including but not limited to :

  • Review and extract historical data
  • Manipulate and format data to ensure completeness and accuracy
  • Create grammar formats and upload data to Shareworks
  • Compare client data to Shareworks output to ensure data aligns and balances
  • Achieve an expert understanding of the Shareworks™ platform in order to support clients’ and internal stakeholders’ technical queries

    Attain a high level of knowledge on equity-based compensation plans and their implementations with the goal of becoming a trusted subject matter expert and positioning best-practices with both external clients and internal stakeholders

    Ensure continuous learning with regards to new products and enhancements, and their integration into application and operations

    Build strong relationships with software developers and other technical experts to facilitate requests for advanced Shareworks configuration, and additional development of the platform when appropriate

    Work closely with cross-functional technical and process teams to resolve system and configuration issues

    Perform configuration reviews, inclusive of end to end testing, and update configuration status when appropriate

    Analyze existing processes and tools, with the goal of identifying gaps and opportunities for improvement

    Ensure quality control of all developed and modified solutions

    Ensure that internal and client-facing implementation-related documentation is complete and current

    Qualifications :

  • Degree or diploma in the Data Management, Business, Finance, Sciences, or similar field is preferred
  • Experience working with data migration, or the management and manipulation of large amounts of data that at times may be ambiguous
  • Experience working in a client facing position is required and dealing with decision-makers and C-suite clients, managing expectations as required would be strongly preferred
  • Basic understanding of equity and employee benefit plans would be a definite plus
  • Effectively manages themselves during times of stress and leads by example
  • Strong analytical, problem-solving skills, and high attention-to-detail
  • Comfortable in a fast-paced and evolving environment which often requires ongoing learning and training opportunities to be self-driven
  • Proven success working in highly collaborative, team-centric environments is a must
  • Proven success at delivering an exceptional customer experience
  • Advanced Excel skills, including formulas and functions for data manipulation is strongly desired
  • Exposure to, or experience with, agile methodologies and environments
  • Demonstrated proficiency with technology and technical concepts
  • While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.

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