• Develop and maintain in-depth research on the business model of assigned individual companies, including constructing and maintaining company financial models, as well as visiting companies
• Provide in-depth research on the assigned industries/sectors
• Timely update the investment team on company and sector developments, major market and corporate events
• Actively identify, research, and evaluate new investment opportunities for possible selection to the portfolio
• Track & analyse both buy-side and sell-side security markets
• Develop relationships with corporates, brokers and market players to explore, sourcing and identify equity investment opportunities
• Assist the Head of Equity in monitoring portfolios to ensure are adhering to the stated investment strategy and process.
• Assist the Head of Equity in preparing fund reports for clients.
• Identify stocks with good potential together with Head of Research and prepare stock recommendation reports for listed and OTC stocks
• Conduct industry research including desktop research, interviews, and networking with industry experts, evaluate industry reports by professional providers, and develop industry database
• Communicate investment ideas to Portfolio Managers
• Assist Portfolio Managers in presenting the ideas to Investment Committees (of related funds)
• Supporting Portfolio Managers in evaluating investment deals (private placement, IPO auction) and in conducting financial due diligence prior to deal execution

Skills: Financial Modeling, Sector Analysis, Market Monitoring, Investment Evaluation, Relationship Building, Portfolio Management, Report Writing, Communication 

• Serves as primary contact for campus constituents and external stakeholders on matters related to planning, development, budgeting, implementation, compliance with rules and regulations, monitoring, and evaluation of programs and activities
• Develop trainings for classified staff, faculty, and administrators on protocol, applicable policies, government regulations, required networking methods, and a variety of other start-up, supervision, and follow-up activities
• Provides guidance in the areas of program development focused on issues related to cultural fluency, equity, and student success
• Uses a variety of computer software to produce an annual report, create publicity materials, brochures, web page updates and improvements, and other printed materials
• Trains, supervises and evaluates the work of clerical, program support and student assistants
• Coordinates the development, evaluation, and implementation of program goals, objectives, and strategic initiatives
• Assesses consequences and outcomes of program initiatives
• Plans and maintains a calendar of events and activities, including leading and participating in publicity of upcoming Equity Institute events, programs, projects, activities, and services
• Assesses needs for Equity Institute programs and projects, identifies and compiles resource information and writes grants
• Confers with students and management staff to plan and implement a variety of funding and revenue-generating activities

Skills: Stakeholder Engagement, Training Development, Program Management, Software Proficiency, Supervisory, Strategic Planning, Event Planning, Grant Writing

• Equity analysis of specific sectors and companies within these sectors with a view to investing and deriving recommendations provides recommendation lists for advisors and portfolio managers
• Co-management of a UCITS Equity fund on the back of analysis
• Maintenance and upgrade of equity-related investment processes as part of the equity team
• Contribute to the development of the equity strategy in cooperation with the equity team
• Ensure the equity recommendations are in line with the internal investment process
• Ensure the fund investments are compliant with UCITS rules, internal procedures, and investment processes
• Ensure the specific client communication via fact sheets and client reporting on fund performance and investment strategy by using proprietary communication tools
• Enhance overall competence by being a team player and sharing an understanding of global financial markets
• Provide assistance to BIL private bankers in efforts to gain new private clients mandates.
• Assist with Forms 3, 4 and 5 for the Board of Directors and Section 16 officer
• Assist with the preparation of stock-related sections of Form 10-Qs, 10-Ks and proxy statements
• Work on the eminence of the team by participating in client development programs and/or Publishing articles and/or developing workshops
• Performing prospectus and financial statement reviews, combined with follow-up on comments from the regulator.

Skills: Equity Analysis, Fund Management, Process Optimization, Strategic Planning, Compliance Management, Client Communication, Team Collaboration, Regulatory Reporting

• Administer company’s equity plans for all employees and globally
• Partner closely with stock transfer agents, stock administration service providers, internal accounting, legal, payroll, HR and other teams
• Provide a superior level of customer service to employees, management,t and others
• Process and manage all stock transactions for the global workforce and tax payments associated with each transaction
• Manage and track new issuances, shares outstanding, and shares available under the company’s stock plans
• Review equity grants to ensure they are granted in accordance with Equity Plan documents
• Support employee understanding of equity awards and company programs and policies and provide live and recorded presentations to new and existing employees
• Prepare reports and reconciliations to assist in the review of equity and transaction data, and to support compensation reviews and grant planning
• Support international locations to identify and resolve issues regarding tax, legal, payroll withholding, and other items related to equity and equity reporting
• Process leave of absence vesting suspensions
• Ensure compliance with Sarbanes-Oxley Section 404 key controls
• Maintain supporting documents for internal and external SOX auditors and respond accurately, thoroughly and timely to requests for data
• Providing specialist capital market transaction support to (audit) teams and clients
• Developing relationships with prospective clients and the capital market teams of banks and lawyers

Skills: Equity Plan Administration, Cross-functional Collaboration, Customer Service, Transaction Processing, Record Management, Presentation, Compliance Management, Data Analysis

• Responsible for the accurate and timely administration of equity-related activities, including equity award grants, option exercises, RSU releases, terminations, cancelations, and modifications.
• Manage and develop an Equity Analyst direct report by providing supervision of daily tasks, mentorship, goal-setting, and growth projects and opportunities.
• Ensure tax, regulatory, legal, and SOX compliance requirements are met timely and accurately and in compliance with governing stock plan agreements.
• Led the employee education program for equity, including distribution of educational materials, live presentations, facilitation of Q&A and regular office hours.
• Provide excellent customer service to equity participants at all levels of the organization.
• Maintain database integrity and ensure accurate recordkeeping of all equity data.
• Support timely and accurate reporting to external regulatory filings (SEC Form 4, Proxy Statement, Form 10-K and10-Q disclosures).
• Develop and maintain documentation of equity-related processes and controls for internal and external audits.
• Provide insights regarding the administration of Insider Trading Policy, Trading Windows and pre-clearance requirements.
• Manage relationships with third-party service providers supporting the equity platform (platform provider,  transfer agent).
• Drive process improvement and innovation to scale equity administration functions.
• Represent the equity function as a subject matter specialist in automation opportunities, M&A, and other strategic projects.

Skills: Team Leadership, Regulatory Compliance, Educational Program Development, Customer Service, Database Management, SEC Reporting, Process Documentation, Relationship Management

• Experience in working in payroll management and equity administration
• Have working knowledge of payroll and equity systems, preferably ADP and E-Trade
• Have comprehensive knowledge of various types of equity programs and awards
• Proficient with Microsoft Office, including strong skills in Excel and PowerPoint
• Experience working in a fast-paced, high-growth company, preferably in life sciences
• Attention to detail and follow-up skills to identify and resolve issues independently
• Ability to multi-task, work cross-functionally, and meet deadlines
• A collaborative business partner and adept at building cross-functional relationships
• An effective communicator with excellent written and verbal communication skills
• An awesome teammate with hustle, determination, and a customer-centric approach

Qualifications: BA in Finance with 5 years of Experience

• Deep understanding of the drivers of discrimination and inequity, as well as best practices for combating them.
• Experience in roles grounded in strategic problem-solving, product development, and/or analytics.
• The ability to gain momentum quickly on a growing team, navigate ambiguity and provide clarity quickly in a rapidly changing environment.
• Ability to quickly form strong, lasting, collaborative relationships with team members, stakeholders, cross-functional partners, and senior leadership.
• Excellent communication skills with the ability to reconcile differing viewpoints and create a compelling story to influence decisions of business leaders and founders. 
• Can uplevel communications for senior leaders as well as drill down into details with directly responsible individuals
• Demonstrated capacity for strategic problem solving, anticipating future challenges and solving them proactively.
• Experience with product and/or policy development processes within technology, regulations, and/or industry landscape.
• Strong analytical, troubleshooting, and problem-solving skills.
• Experience in developing technologies and products that are equitable and inclusive in nature.
• Background or experience working with civil rights groups, privacy groups, and academics.
• Experience in website, software, and/or hardware design and development.

Qualifications: BA in Statistics with 6 years of Experience

• Solid knowledge of equity law and general ledger accounting 
• Demonstrated ability to design, implement and monitor processes in a rapidly changing environment
• Strong attention to detail, high-level of personal excellence and accountability, and handle multiple responsibilities simultaneously
• Excellent organizational skills and an ability to prioritize effectively to deliver results within reasonably established timelines
• Ability to communicate (verbal and written) up and down the organization, from individuals and department leads
• Proficiency in Excel (think lookups, pivots and more) and Word and ability to learn new systems quickly
• Positive team-player, who can take ownership of assigned responsibilities
• Preference for candidates with experience at current stage and beyond (over 10,000 customers, $50-200M ARR range, high growth, lots of change and building internal infrastructure ).

Qualifications: BA in Accounting with 6 years of Experience

• Experience, knowledge and demonstrated ability (including lived experience), to work with organizations serving one or more of the following Communities in Massachusetts: Immigrant and Refugee Communities, Asian American and Pacific Islander Communities, Black Communities, LatinX Communities, LGBTQ+ Communities, Tribal and Indigenous Communities.
• Demonstrated understanding of, and ability to, apply and articulate a racial and health equity approach to work, including the ability to identify interventions upstream, midstream, and downstream.
• Knowledge of community resources, key stakeholders, and community-based efforts in Massachusetts with regard to one or more of the communities. 
• Experience with coalition/partnership development and stakeholder and community engagement.
• Skilled and knowledgeable with the principles and practices of public health, program management, and human services.
• Understanding of social determinants of health and a commitment to health equity, particularly racial equity.
• Excellent communications skills, both written and verbal, ability to communicate complex business information in a clear and compelling way.
• Leadership and training skills with an ability to coordinate and influence team members.
• Competence in resolving problems/conflicts in a diplomatic and tactful manner, exercising discretion in handling confidential information.
• Proficient usage of Microsoft Office products including Word, Excel, PowerPoint, Teams and Outlook.

Qualifications: BA in Business Administration with 7 years of Experience

• Experience working in compensation or total rewards with experience in program design, market surveys, trend analysis, and business advisory
• Experience with equity incentive plans
• Experience in a high-growth organization 
• Strong client focus with outstanding judgment, critical thinking and analytical skills
• Understanding of compliance in terms of pay equity with an eagerness to learn about and keep up-to-date on current employment legislation and industry trends
• Strict attention to detail
• Strong cross-functional project management skills
• Excellent written and verbal communication skills, comfortable fielding difficult questions

Qualifications: BA in Economics with 8 years of Experience