Equity Programs Analyst II

Global Equity Plan And Employee Stock Purchase Plan Administrator

At F5, we strive to bring a better digital world to life. Our teams empower organizations across the globe to create, secure, and run applications that enhance how we experience our evolving digital world. We are passionate about cybersecurity, from protecting consumers from fraud to enabling companies to focus on innovation.

Everything we do centers around people. That means we obsess over how to make the lives of our customers, and their customers, better. And it means we prioritize a diverse F5 community where each individual can thrive.

Position Summary : To serve as the first point of contact for global equity plan and employee stock purchase plan administration. Provide high-level support for F5's Executive VP and General Counsel, Sr. Director, Equity Programs & Corporate Governance, and Manager, Equity Plans.

Primary Responsibilities :

• Global Equity Plan Administration (80%) :
• Support Mgr. Equity Plans in global equity plan administration.
• Maintain the Equity Edge Online ("EEO") database, including all transactions into the equity database and quality control of all data entry.
• Process global new hire set up, terminations and leave of absences in equity database.
• Process and monitor the Morgan Stanley account generation, activation and W-8BEN certification.
• Maintain internal employee relocation tracker and work with HR and tax on equity tax impacts.
• Maintain daily administration of employee option exercises.
• Manage RSU release transactions; troubleshoot all post-release issues.
• Manage ESPP processing; troubleshoot all post-purchase issues.
• Correspond with global payroll teams to report daily trades and quarterly RSU and ESPP transactions.
• Serve as primary point of contact for Tier 1 global employee issues / questions regarding their equity compensation and Morgan Stanley account; liaison with broker as needed, including opening and following up on cases.
• Serve as primary point of contact for Tier 1 internal F5 HR and Payroll questions regarding the equity plans.
• Provide equity compensation documentation to HR and / or Legal for employee relations matters such as : employee separation, court actions, garnishment, death, disability, etc.
• Perform monthly and annual ISO and ESPP disposition reporting for US Payroll.
• Assist in preparing the annual Section 6039 employee tax mailings, IRS filings, and employee tax communication.
• Perform monthly termination reviews between equity database and HRIS system.
• Work with internal and external teams with funds going to and from Morgan Stanley Foreign Disbursement accounts.
• Manage the Morgan Stanley tax elections for US employees.
• Create and post Morgan Stanley online grant document packages for new grants and tracking acceptances as needed.
• Update and maintain equity plan documentation, employee communication, and educational materials (FAQs, instructions, email templates, videos).
• Maintain all links and materials on the Equity SharePoint site.
• Maintain all equity compensation records and hard copies as needed.

Corporate Governance & Legal Support (20%) :

Other Responsibilities :

Note : The percentages of time noted above are current estimates and may change at any time depending on the business needs of the company. The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change.

Knowledge, Skills and Abilities :

Qualifications :

Physical demands and work environment :