Basic information
Job Name:
Stock Plan Analyst, Long-Term Incentives Group
Location:
Washington, DC
Line of Business:
Human Capital Management
Job Function:
Investor Services
Date:
Wednesday, June 25, 2025
Stock Plan Analyst, Long-Term Incentives Group
The Carlyle Group
IT
Washington, USA
USD 75k-85k / year + Equity
Posted on Jun 26, 2025
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.
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)
- Processes vendor invoices
- 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
Qualifications
- 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
Benefits/Compensation
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.
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 professionals operating in 29 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Carlyle AlpInvest - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.
At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.