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Equity Manager Jobs (NOW HIRING)

insightsoftware

UX Manager, Equity

$119K/yr

Job Summary insightsoftware is seeking a UX Manager to build and lead a dedicated user experience function within the Certent Equity Management (CEM) product organization. This is a foundational hire ...

Rockefeller Capital Management

Equity Analyst

Manhattan, NY · On-site

$175K - $200K/yr

About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a ... S. focused, multi-sector long/short equity hedge fund strategy. It typically runs with low net ...

Rockefeller Capital Management

Equity Analyst

Manhattan, NY · On-site

$175K - $200K/yr

About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a ... S. focused, multi-sector long/short equity hedge fund strategy. It typically runs with low net ...

Serve Robotics

Technical Accounting Manager

$120K - $140K/yr

Partner closely with the Equity Manager and Finance leadership to ensure complete, accurate, and timely accounting records to support periodic reporting of equity activity in accordance with U.S.

Wellington Management

US Equity Trader

Boston, MA

About Us Wellington Management offers comprehensive investment management capabilities that span ... The Position We are seeking to hire a US, Equity Trader to execute orders from portfolio managers ...

Wellington Management

US Equity Trader

Boston, MA

About Us Wellington Management offers comprehensive investment management capabilities that span ... The Position We are seeking to hire a US, Equity Trader to execute orders from portfolio managers ...

Soros Fund Management

Jr. Equity Trader

New York, NY

$125K - $140K/yr

Company Overview Soros Fund Management LLC (SFM) is a global asset manager and family office ... S. equity markets. The trader will be responsible not only for executing trade orders initiated by ...

Soros Fund Management

Jr. Equity Trader

New York, NY · On-site

$125K - $140K/yr

Company Overview Soros Fund Management LLC (SFM) is a global asset manager and family office ... S. equity markets. The trader will be responsible not only for executing trade orders initiated by ...

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How much do equity manager jobs pay per year?

As of Jun 8, 2026, the average yearly pay for equity manager in the United States is $85,011.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,500.00 and $103,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Equity Manager, and why are they important?

To thrive as an Equity Manager, you need expertise in investment analysis, portfolio management, and financial modeling, typically supported by a degree in finance or a related field. Familiarity with Bloomberg Terminal, Morningstar Direct, and CFA certification are common technical requirements. Strong analytical thinking, communication, and decision-making skills make someone stand out in this position. These skills ensure effective investment strategies, risk management, and the ability to deliver strong returns to clients or organizations.

How does an Equity Manager typically collaborate with other departments within an organization?

Equity Managers regularly work with HR, payroll, legal, and finance teams to ensure accurate administration of equity compensation plans, such as stock options and RSUs. They coordinate with legal and compliance departments to adhere to regulatory requirements, and with payroll and finance to manage tax implications and reporting. Additionally, Equity Managers often serve as a resource for employees, answering questions about equity programs and participating in employee education sessions. This cross-functional collaboration ensures smooth operation and compliance of equity programs throughout the organization.

What is an Equity Manager?

An Equity Manager is a finance professional responsible for overseeing and managing investment portfolios that primarily consist of equities, or stocks. They analyze market trends, evaluate company performance, and make investment decisions to maximize returns for clients or their organization. Equity Managers often work for investment firms, banks, or asset management companies and may specialize in specific industries or regions. Their role also involves risk assessment, performance reporting, and staying up-to-date with financial regulations and economic developments.
More about Equity Manager jobs
What cities are hiring for Equity Manager jobs? Cities with the most Equity Manager job openings:
What are the most commonly searched types of Equity jobs? The most popular types of Equity jobs are:
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What job categories do people searching Equity Manager jobs look for? The top searched job categories for Equity Manager jobs are:
Equity Manager jobs near you
Infographic showing various Equity Manager job openings in the United States as of May 2026, with employment types broken down into 95% Full Time, 4% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $85,011 per year, or $40.9 per hour.
Product Owner, BI Reporting - Equity

Product Owner, BI Reporting - Equity

insightsoftware

Remote

Full-time

Posted 17 days ago

Job description

About Us:
insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.
Job Description:
Job Summary
insightsoftware is seeking a Product Owner to join the BI reporting capabilities powered by Logi Symphony within the Equity product organization. This role is responsible for assisting with the product strategy, requirements, and delivery of self-service reporting, dashboards, and data visualization features within Certent Equity Management. You will serve as the connective tissue between the Equity product organization and the Logi platform - ensuring that embedded analytics capabilities meet the needs of equity plan administrators, HR teams, finance stakeholders, and participants. This is a hands-on role requiring both technical familiarity with embedded analytics platforms and a strong understanding of equity data and reporting use cases.
Key Responsibilities
Product Strategy & Roadmap
  • Assist with the roadmap for embedded analytics and self-service reporting capabilities within Certent Equity Management, leveraging the Logi Symphony platform

  • Partner with the Product Manager to define feature priorities based on customer demand, competitive positioning, platform capabilities, and technical dependencies

  • Own the backlog, including sprint prioritization and engineering ceremonies

  • Partner with Sales, Customer Success, and the Logi platform team to identify capability gaps and deliver best-in-class analytics experiences

Requirements Definition & Documentation
  • Write comprehensive PRDs with detailed functional specifications, data model requirements, user workflows, visualization standards, and acceptance criteria

  • Define report and dashboard templates, data set configurations, and user permission models appropriate for equity data

  • Conduct technical review sessions with engineering and the Logi platform team to validate requirements and surface integration risks

  • Ensure reporting capabilities meet data privacy, security, and access control requirements for sensitive equity and compensation data

Cross-Functional Collaboration
  • Act as the primary liaison between the Equity product team and the Logi Symphony platform team at insightsoftware

  • Partner with Financial Reporting and Admin Reporting Product Owners to ensure data availability, consistency, and alignment across reporting surfaces

  • Work with Product Marketing on analytics feature positioning and release communications

Customer & Stakeholder Engagement
  • Lead discovery sessions with equity administrators, HR, and finance stakeholders to identify analytics and reporting requirements

  • Conduct demos and training on self-service reporting and dashboard capabilities for customers and internal teams

Required Qualifications
Experience
  • 1+ years in product management or product owner roles, preferably in B2B SaaS environments

  • 2+ years experience working with embedded analytics, business intelligence, or data visualization platforms

  • Proven track record of delivering reporting or analytics product features from concept to launch

  • Strong attention to detail, organization, and prioritization skills

  • Exceptional communication and collaboration abilities across both technical and non-technical stakeholders

Technical & Domain Knowledge
  • Familiarity with embedded analytics or BI platforms (Logi Symphony, Tableau, Power BI, or similar)

  • Understanding of data modeling, report building, and dashboard design for enterprise SaaS applications

  • Working knowledge of equity compensation concepts and data, including plan structures, participant transactions, and award types

  • Experience with Agile/Scrum methodologies and product management frameworks

Education
  • Bachelor's degree in Business, Computer Science, Information Systems, or a related field required

Preferred Qualifications
  • CEP (Certified Equity Professional) certification is a plus

  • Hands-on experience configuring or administering Logi Symphony or a comparable embedded analytics platform

  • Experience with equity administration platforms, such as Certent Equity Management

  • Familiarity with data access and governance requirements in financial services or HR technology

The salary range in United States of America for this position is 99,000.00 to 124,000.00 USD Annual.
Your specific offer within this range will be determined by your skills, experience, and qualifications. For non-sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target.
We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Learn more about our high-energy, high-performance global team: Work With Us
insightsoftware About Us: Hear From Our Team
Background checks are required for employment with insightsoftware, where permitted by country, state/province.
At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.

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