Equity Management Platform Specialist, EHG

Osler Hoskin & Harcourt LLP is one of Canadas leading business law firms. Advising many of Canadas corporate leaders as well as U.S. and international parties with extensive interest in Canada our more than 1000 firm members are based in offices in Toronto Montréal Ottawa Vancouver Calgary and New York.

Osler prides itself on attracting and maintaining some of the brightest talent in the legal arena. Our lawyers students management and staff have created a unique firm culture which nurtures mentoring and the exchange of ideas. Osler is a dynamic and exciting place to begin a career or carve out a new path.

Reporting to the Manager EHG Practice Support the Equity Management Platform Specialist plays a pivotal role in the setup reconciliation and ongoing maintenance of client equity data across equity management platforms such as Carta Mantle and Pulley. The Equity Management Platform Specialist will work closely with clients and legal and administrative team members across the firms EHG national offices to deliver exceptional service and support.

This job posting is for an existing vacancy.

Major Responsibilities

• Managing the migration of client equity data (shares options convertible securities) from client minute books to equity management platforms including reviewing and extracting relevant information from corporate records and inputting information in the appropriate format
• Coordinating the onboarding process for clients including liaising between the client legal teams and platform support
• Establishing expertise as a super-user of the various equity management platforms and working with the platform support teams to develop processes that comply with Osler standards (e.g. Canadian stock option requirements; Canadian tax requirements)
• Serve as a key point of contact for clients regarding equity management matters providing guidance and support on platform usage data entry and reporting
• Reconciling and resolving discrepancies between minute book records and data stored on equity platforms including working with complex capitalization tables lengthy minute books and datasets consisting of multiple financing rounds
• Collaborating with lawyers in the Emerging High Growth Companies Group to reconcile deficiencies in client equity data including conducting audits to ensure integrity and accuracy of data sets
• Updating and maintaining client platform accounts to reflect changes in equity data such as (i) share issuances exchanges and transfers in connection with primary and secondary financing rounds and (ii) stock option administration including option issuances option exercises and amendments to equity incentive plans

Position Requirements

Education and Experience

This position requires a college Law Clerk diploma and/or a university degree with an interest in the legal industry. The ideal candidate will have an understanding of Canadian corporate law and at least one year of work experience reviewing updating and maintaining minute books for corporations with an emphasis on equity management. Experience in a professional services environment is an asset. An equivalent combination of education training and experience may be acceptable.

Knowledge and Skills

• Strong analytical skills attention to detail and a problem-solving mindset
• Ability to manage and prioritize tasks across competing deadlines
• Familiarity and experience working with equity management platforms (e.g. Carta Mantle Pulley Shareworks) and legal entity management software (e.g. ALF Corporate Athennian)
• Strong verbal and written communication skills
• A collaborative team player who also works effectively independently
• Client-focused with a commitment to high-quality service
• Strong ability to learn and adapt to existing business practices

Compensation:

Theârange of expected compensation for this position is $65000 - $75000 annually. Compensation offered will be based on a variety of factors including job-related knowledge education skills and experience.

We are currently working in a hybrid work arrangement which includes a requirement to work primarily in the office and flexibility to work remotely up to 2 days per week.

Accessibility and Accommodation

We thank all applicants for their interest in Osler; however only chosen applicants will be contacted. Osler is committed to fostering a diverse and inclusive work environment and we welcome and encourage applications from people with disabilities and people with diverse backgrounds identities and cultures. Accommodations are available upon request for candidates in all phases of the selection process.

Background and Reference Checks

Please note that any offer of employment will be conditional upon background and reference checks including a criminal record check credit check and employment and educational verifications.

If you have the required background with the ability to provide exceptional customer service and wish to work in one of Canadas leading law firms please reply in confidence with a cover letter and résumé by the closing date.

Please note that we use artificial intelligence to screen assess or select applicants for the position.

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Required Experience:

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