Associate, Strategic Finance & Investor Relations
Support Cloudflare’s investor relations and strategic finance work by managing earnings materials, financial models, investor engagement, and leadership analyses with a high standard of accuracy.
Wealthfront Corporation is currently hiring a Trust Officer to be responsible for daily oversight of Wealthfront Trust operations as part of our Brokerage Operations team. Brokerage Operations is a division of Wealthfront Brokerage and works closely with Client Services and all other divisions of Wealthfront Inc. - including the engineering and product teams - to provide the best client experience possible.
Brokerage Operations at Wealthfront is right for you if you want to be a part of our mission to eliminate non-value added back office processes and scale the business through automation. On a day to day basis, your knowledge will not be limited to one area of Brokerage Operations. You will have the opportunity and flexibility to learn and work in all areas. You will not be separated from other departments, as a matter of fact, you will be encouraged to collaborate with others. Brokerage Operations values input from all employees on how to improve our processes and back office systems through automation and allows employees to work cross-functionally to implement solutions.
Complete all needed tasks to provide oversight to the operations of the Trust company, including Trust Administration, regulatory compliance, and account supervision
Oversee all reporting to the Nevada Financial Institutions Division
Conduct quality control reviews and regulatory document delivery reconciliation
Collaborate cross-functionally with other teams at the company, specifically creating strong relationships with engineers
Certain in office tasks as the business requires
Minimum of 3 years of Trust administration experience
Must be based in Nevada or willing to relocate
Securities regulatory knowledge and strong understanding of account transfers, corporate actions/dividends, and trading
Understanding of AML and risk mitigation rules
Deeply familiar with Nevada Trust Company Regulations, specifically NRS Chapter 669
Strong organizational skills
Customer-centric business philosophy and collaborative mindset
Ability to communicate cross-functionally
Appreciation and understanding of applying technology and software to business processes
Desire to improve processes to increase team efficiency and productivity
Strong work ethic and hands-on approach
Ability to quickly learn proprietary web-based account services applications
Appreciation for compliance and adherence to government regulations
Bachelor’s degree in finance, economics, or related field or requisite related work experience
Support Cloudflare’s investor relations and strategic finance work by managing earnings materials, financial models, investor engagement, and leadership analyses with a high standard of accuracy.
Analisa riscos de fuga de receita, valida dados de faturamento e automatiza controles e indicadores, além de coordenar iniciativas de melhoria e preparar relatórios para apoiar decisões financeiras.
Provides research, financial analysis, investor communications, and operational support for the Investor Relations team, preparing executive materials and monitoring market, peer, and investor activity.
Conduct fundamental research, strategic due diligence, and financial analysis on software and technology companies, combining quantitative modelling with expert interviews to inform investment decisions.
Turn financial and commercial data into decision-ready insights, evaluate business performance and ROI, and build automated analytical workflows in partnership with Finance, Data Engineering, and Data Science.