Equity Compensation Associate

Dallas, TX




  • Supervise the accounting and financial reporting process for the firm’s equity compensation plans. Ensure the participant reporting and financial statements are accurate and complete
  • Actively monitor plan tax-related issues, to ensure compliance with tax regulations, and minimize tax exposure/expense. Work with tax advisors and counsel regarding treatment of investment positions subject to special treatment.
  • Manage the work performed by the third-party administrator which includes:
  • Quarterly reporting;
  • Periodic cash distributions;
  • Coordinate the fund waterfall on-boarding process with the third-party administrator and the fund accounts team. Work with the third-party administrator on the configuration of the waterfall.
  • Manage and review the work performed by the equity compensation analyst(s)
  • Coordinate the distribution wiring process with fund accountants, third party administrators, and management
  • Coordinate the execution of procedures with participants, fund accountants and the legal and human capital/resource functions
  • Participate in a wide variety of special projects, both operational and financial






  • 5-7 yrs straight public, straight priv, or pub/priv
  • Must have PE fund accounting and ideally waterfall calc experience




Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 8/20/2018
Salary $130,000- $160,000

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