Manager, Equity Resume Sample

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Alf Schmeler
443 Hyatt Pines,  Detroit,  MI
+1 (555) 240 2189

Work Experience

Student Equity Program Manager, Categorical
05/2018 - PRESENT
San Francisco, CA
  • Perform monthly, quarterly and yearly reconciliation of records between Stock Administration, Finance, HR, Payroll, Equity Edge, E trade, etc
  • Providing a challenging and rewarding environment for our people
  • Working with customers on timely, cost effective and creative solutions
  • Constantly improving customer service delivery with strategic, scalable solutions in a risk-controlled environment
  • Assist Senior Asia Equity PM in managing over $400mm AUM in China/HK equity strategy
  • The main investment focus is large cap companies within the MSCI China universe of companies
  • Assist Senior Asia Equity PM in trade preparation on segregated accounts and work closely with traders in executing Asia Equity trades
  • Provide relevant HR services to ensure that organization growth is well supported by delivering a professional high quality service to all users within agreed SLA’s & in line with the HR Operating Framework
Diversity, Equity & Inclusion Program Manager
08/2013 - 04/2018
San Francisco, CA
  • Experience in leadership and management of service providers (internal/external)
  • Experience in supporting critical service delivery operations
  • Experience in liaising and partnering with key senior stakeholders
  • Helping Regulatory Risk and Investment Oversight teams to execute BlackRock’s regulatory obligations under UCITS and AIFMD
  • Portfolio Management of Japanese Equities
  • Administer Hologic’s equity compensation programs with Fidelity
  • Experience with RSU’s, Stock Options, PSU & ESPP administration
  • Provide year-end training on the impact of equity transactions on employees W-2’s and international equivalent
  • Provide equity trainings for ESPP, RSU’s and stock options for company
Senior Equity Manager
12/2009 - 07/2013
Detroit, MI
  • Innovate on current matriculation systems and strategies to create an inclusive and welcoming environment for our diverse pool of incoming California Capital Valley corps members
  • Manage touch points and confirmation of incoming corps members
  • Design systems that ensure all corps members know who we are as a region and what to expect as a California Capital Valley Corps Member
  • Create communication strategies that are effective and responsive and rooted in cultural competence
  • Effectively build and leverage relationships with key stakeholders to develop and promote DE&I activities, secure buy-in to change efforts, provide on­going consultation, and promote SPH strategies for enhancing DE&I
  • Oversees the planning and administration of the Company’s equity programs
  • Extensive experience providing equity compensation analysis and program development


Chapman University
2005 - 2009
Bachelor's Degree in Relevant Discipline

Professional Skills

  • Strong written and verbal communication skills and are able to communicate with employees at all levels of the organization
  • Effective oral and written communication skills, including correct English usage, grammar, spelling, punctuation and vocabulary
  • Proven track record of success and 10+ years’ experience in CPG or other related industry; at least 3 years managing teams
  • Demonstrated experience working directly with Equity Edge Online and other major third-party equity software systems and brokerage firms
  • Strong interest in the equity markets and a strong work ethic, resourcefulness, and the ability to think critically under time constraints
  • Demonstrated ability to effectively network, build relationships and collaborate with various internal and external stakeholders
  • Proven leadership abilities demonstrated by successful oversight of complex projects

How to write Manager, Equity Resume

Manager, Equity role is responsible for training, modeling, procurement, finance, securities, database, compensation, payroll, equities, analysis.
To write great resume for manager, equity job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Manager, Equity Resume

The section contact information is important in your manager, equity resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Manager, Equity Resume

The section work experience is an essential part of your manager, equity resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous manager, equity responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular manager, equity position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Manager, Equity resume experience can include:

  • Understand, communicate, and enforce regulations effectively
  • Experience scoping, designing, and implementing successful diversity and inclusion programs
  • Experience in designing and implementing programs
  • Experience implementing diversity and inclusion programs in complex organizations
  • Recent work experience with SEC reporting
  • Strong understanding of U.S. federal and state equity taxation and general knowledge of global equity taxation

Education on a Manager, Equity Resume

Make sure to make education a priority on your manager, equity resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your manager, equity experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Manager, Equity Resume

When listing skills on your manager, equity resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical manager, equity skills:

  • Experience in successfully planning, implementing and evaluating the effectiveness of diversity, equity and inclusion focused programs, events and/or services
  • Communicates effectively explaining issues and solutions
  • Relate effectively to people of varied academic, cultural and socio-economic background using tact, diplomacy and courtesy
  • Communicate effectively with senior management within IED and across other MS Divisions
  • Accounting & Finance experience
  • Experience in successfully collaborating with diverse teams or diverse populations using a positive and engaging approach

List of Typical Experience For a Manager, Equity Resume


Experience For Student Equity Program Manager, Categorical Resume

  • Be excited to dig in and get hands dirty building and shaping innovative programs
  • Keep current on diversity programs and developments by maintaining contact with others serving in a similar role
  • Serve as a backup to the Library DE&I Lead. Attend university level meetings and programming
  • Day-to-day administration of all aspects of the company’s equity compensation plans
  • In regular basis, evaluates brokers’ performance in term of speed of information dispatch, and research accuracy
  • 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

Experience For Diversity, Equity & Inclusion Program Manager Resume

  • Proven ability to build sustainable relationships and influence within the organization, including every level and function (e.g., Engineering to Design, Executive Team to front-line manager)
  • Have confidence to “push back” on senior executives when necessary
  • Manage Collaboration between payroll and stock administration
  • Support annual audit and quarterly reviews with external auditors
  • Manage projects and process improvements

Experience For Asset Manager, VP-equity Resume

  • Develop research and analysis that supports the fundamental equity strategies
  • Process all new equity awards, option exercises, terminations, cancellations, repurchases, and modifications. Ensure accurate online grant agreements are attached to each record
  • Assist efforts to grow and scale the stock administration function, including but not limited to enhancing existing manual processes, automating processes and evaluating service providers
  • Prepare and reconcile monthly, quarterly and custom reports on equity activity
  • Produce ad hoc analyses with quick turnarounds based on business requests
  • Assist with preparation of equity grant list and exhibits for Board approvals
  • Assist in stock compensation expense calculations

Experience For Senior Equity Manager Resume

  • Strong verbal, written and interpersonal communication skills with an ability to communicate effectively with all levels of employees and internal/external partners
  • Handle confidential information with professionalism
  • Contribute towards the development of policies and programs to attract, retain, and promote a diverse workforce for the library
  • Actively work with leadership and staff to ensure DE&I practices are understood and supported
  • Develop training schedules to educate the library community on how to recognize, accommodate, and appreciate individual differences and bridge those differences back to mission of the library
  • Determine and implement measurement strategies and performance analysis of data related to DE&I programs, services and initiatives
  • Prepare data reports and presentations for library community about the state of DE&I activities
  • Lead pre and post project/program metrics and analytics

Experience For Equity Program Manager Resume

  • Develop, support, and execute diversity initiatives to advance diversity causes
  • Work in partnership with various People team members to plan and execute diversity related efforts
  • Work with Dropbox Employee Resource Groups where appropriate
  • Committed and driven candidates who take personal responsibility and accountability for projects
  • Approachable people who are keen to develop personally and professionally and to assist with the development of junior team members
  • Intellectually curious, open-minded and analytical people, with an eye for detail and pride in their work

Experience For Manager, Equity Administration Resume

  • Proactive professionals who deliver great service to their clients
  • District and community college organization, operations, policies and objectives
  • Evaluation and statistical methodology for preparation of statistical research and reports
  • Federal laws and regulations and other legal parameters that affect the policies and practices of student success and equity of the District
  • 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

Experience For Equity & Securities Services Technology Program Manager Resume

  • Develop, implement, manage, monitor and evaluate the delivery of an effective Student Equity Program
  • Developing an in depth understanding of the business (e.g. products, front to back flows, revenues, costs, personnel, strategic plan, initiatives)
  • Developing a robust escalation model and ensuring timely communication to relevant business and management stakeholders around issues / errors etc.,
  • Global Performance Share Plan (GPSP), Global Share Incentive Plan (GSIP)
  • Management Co-Investment Plan (MCIP)
  • Foods and Refreshments Retention Incentive
  • Assist in equity-related research and evaluation
  • Collect, compile and analyze data

Experience For Associate, Equity Portfolio Manager Resume

  • Communicate clearly, concisely and effectively, both orally and in writing, with a wide range of administrators, faculty, staff, students and others outside the District
  • Coordinate, supervise and use automated systems to maintain records, collect data, and generate reports
  • Envision, develop, and maintain short and long term strategic Student Equity initiatives
  • Establish and maintain cooperative and effective working relationships with a wide diversity of students, faculty, staff and community members in an atmosphere of collegial decision-making and demonstrated consensus-building skills
  • Interpret, apply and explain applicable federal, State and local laws, rules, regulations, policies and procedures and apply them in a variety of procedural situations
  • Lead, manage and train staff, as assigned, in order to accomplish the established goals of the department

Experience For Global Equity Manager Resume

  • Learn District and State of California regulations, policies and procedures related to assignment
  • Maintain current knowledge of assigned community college student services program
  • Maintain the security of confidential materials
  • Plan, organize, coordinate, and evaluate complex program and projects
  • Prepare analytical reports, proposals and other written plans for the District, Board of Trustees, Chancellor’s Office and other outside agencies
  • Prepare and administer budgets for assigned program areas
  • Prepare and present oral and written reports and recommendations

Experience For Equity Trading Non-market Risk Manager Resume

  • Provide leadership to assigned college on issues related to student equity
  • Read, understand, interpret and apply technical information
  • Respond to requests and inquiries from the public
  • Train, lead, direct, supervise and evaluate the performance of assigned personnel
  • Applicable District policies and local, State and federal laws, codes and regulations

List of Typical Skills For a Manager, Equity Resume


Skills For Student Equity Program Manager, Categorical Resume

  • Experience in gathering, analyzing and utilizing assessment data
  • Operate a vehicle, observing legal and defensive driving practices
  • Operate applications software, including database management, spreadsheet, word processing and software related to area of assignment
  • Proven success leading projects as well as contributing in groups and committees
  • Demonstrate sensitivity to, respect for, and understanding of a diverse population and academic, socioeconomic, cultural, ethnic and disability issues

Skills For Diversity, Equity & Inclusion Program Manager Resume

  • Operate a variety of office equipment including a computer terminal
  • Strong understanding of all aspects of diversity and the ability to leverage the value of diversity’s importance within a complex organization
  • Oversee annual audits of equity regarding and preparation of consolidated statements
  • Experience with implementing equity administration software
  • Experience in recruiting, diversity, and/or human resources
  • Applies knowledge and expertise to achieve good client outcomes
  • Co-ordinate across the broader firm to deliver a stronger control framework
  • Operate office equipment such as computer, printer, and copier

Skills For Asset Manager, VP-equity Resume

  • Prepare effective letters, press releases and promotional materials
  • Public and/or Private equity program experience
  • Experience in investment field
  • Strong Excel and Word capabilities and familiarity with Access
  • Experience in an investment management or securities analysis environment
  • Possess a strong desire to help others, intellectual curiosity about people, and empathy

Skills For Senior Equity Manager Resume

  • CPA certification; Big 4 CPA firm experience required
  • Strong technical requirements related to Sarbanes-Oxley
  • Provide excellent customer service to equity participants at all levels of the organization
  • Senior-level experience in administration of global equity programs for both private and public companies
  • Baking,Cooking and Spreads Global Performance Share Plan (BCS GPSP)
  • Influencing a large cross-functional team, including key agency partners, to over-deliver against a common goal
  • Coaching and mentoring junior staff

Skills For Equity Program Manager Resume

  • Addressing client requests and managing events throughout the client’s lifecycle, such as cash flows, transitions, and account openings and closings
  • Supporting company AGMs and stakeholder management
  • Advising on CEO and senior executive appointments and terminations
  • Managing multiple projects and relationships with key stakeholders (both external and internal)
  • Managing client relationships and interact with senior management of a diverse range of clients
  • Designing and drafting equity and cash incentive plans that align with company strategy
  • Advising on board governance and compliance with Corporations Act and Listing Rules
  • Humble attitude with a willingness to shift from high-level critical thinking to stepping in and helping to drive implementation alongside functional teams

Skills For Manager, Equity Administration Resume

  • Grant proposal writing and special funding resources
  • Successfully represent the District by communicating both verbally and in writing to large groups of students, faculty and the public
  • This role is captured by FCA Training and Competency requirements and considered part of the UK ISFA Training and Competency scheme
  • Curious and questioning; willing to challenge assumptions in a manner that adds value
  • Evaluate external reporting and general equity accounting matters
  • Maintain database integrity and ensure accurate record keeping of all equity data, including the Cap Table

Skills For Equity & Securities Services Technology Program Manager Resume

  • Partner regularly with Accounting, Payroll, Finance, Legal and HR teams to ensure compliance, tax reporting and regulatory requirements are maintained
  • Has a “ Hand on, Can Do” approach to completing all daily tasks
  • Use existing systems creatively or design new solutions to produce desired results
  • Act as the "ears and eyes" of the team" to resolve issues and prevent errors from occurring
  • Has a " Hand on, Can Do" approach to completing all daily tasks
  • Team players who enjoy working with people from different backgrounds and disciplines and are able to communicate and manage multi-dimensional projects

Skills For Associate, Equity Portfolio Manager Resume

  • Reports related to individual country tax reporting
  • Communications related to all aspects of all programs including website content
  • An open, curious mind and are constantly looking for ways to add value to the organization
  • Management and successful completion of the Company’s annual equity offering
  • Have an understanding of the technical labor market (specifically in Silicon Valley and Seattle) and how it relates to diversity
  • Responsible for Company’s Stock-based Compensation and Equity Financial Reporting
  • Oversee accounting for stock-based compensation to ensure compliance with ASC 718
  • Develop and assist with implementing business processes
  • Maintain accounting policies and internal controls

Skills For Global Equity Manager Resume

  • Review and prepare technical accounting memos and whitepapers
  • Assist Senior Portfolio Managers in achieving investment goals for clients
  • Develop documentation of equity-related processes for external audits as well as Sarbanes Oxley testing and compliance
  • Design and execute a comprehensive training plan to help library students and staff grow their DE&I related knowledge and abilities
  • Self-starter and enthusiastic when driving projects
  • Takes ownership and delivers consistently over a period of time

Skills For Equity Trading Non-market Risk Manager Resume

  • California Education Code, Title 5, Chancellor’s Office administrative procedures, Federal laws and regulations and other legal parameters that affect the policies and practices of the College’s Student Equity Program
  • College counseling practices and office operations
  • Computer systems and software applications related to area of assignment, including capabilities and limitations
  • Correct English usage, composition, grammar, spelling, punctuation and vocabulary
  • Current research and best practices in student success and equity
  • Development and coordination of a Student Equity Program at a community college

List of Typical Responsibilities For a Manager, Equity Resume


Responsibilities For Student Equity Program Manager, Categorical Resume

  • Appropriate safety precautions and procedures
  • Education MBA / Business post graduate
  • Knowledge in investment and capital market
  • Holds WMI license from Bapepam
  • Excellent interpersonal, verbal and written communication skills including hands-on experience developing and presenting workshops, classes, information sessions, and individual/group meetings

Responsibilities For Diversity, Equity & Inclusion Program Manager Resume

  • Familiarity with trends and issues in academic librarianship
  • Planning and bringing best-in-class creative to market across all key touch points: TV, Banner Ads, Facebook, Twitter, YouTube, In-store, Print, online video, mobile, emerging media etc
  • Contribute to the Annual Review of Accounts (Equity tables and language for the annual Report)
  • 3rd party service provider
  • CFA level 1

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