Public Company & SEC Reporting:
- Support preparation and filing of periodic and current reports, including Forms 10-K, 10-Q, 8-K, and related exhibits and schedules
- Coordinate EDGAR filings, manage reporting calendars, and track filing deadlines
- Assist with drafting and updating disclosure support materials, checklists, and internal controls documentation
Capital Markets & Transactions:
- Support any follow-on offerings, at-the-market programs, debt financings, and secondary transactions
- Assist with due diligence requests from underwriters, auditors, and regulators
- Coordinate document execution and closing logistics for capital markets transactions
Equity & Section 16 Compliance:
- Assist with equity plan administration, including tracking grants, vesting, exercises, settlements, and disclosures
- Support Section 16 compliance, including preparation and filing of Forms 3, 4, and 5
- Partner with Finance and Stock Administration to ensure accurate equity-related disclosures
Wealthfront
Wealthfront's mission is to create a financial system that favors people, not institutions. They build powerful, low-cost, and easy-to-use financial products. Wealthfront has over 1 million clients and $85 billion of their hard earned savings.