Who They Are:
Our prime biotech client is currently seeking an equity manager to join their team. They find, develop, and deliver breakthrough medicines for genetic diseases.
What You’ll Do:
- Day-to-day transaction processing and data entry such as but not limited to Option exercises, including 10b5-1 transactions for executives through outside brokers
- Daily restricted stock releases; Deliver trade settlements timely; Review of Forms 3, 4, and 5 upon changes to Beneficial Ownership per Section 16 requirements; Terminations; Participant account updates; Maintain accurate record of equity data and support to ensure SOX compliance
- Monitor equity mailbox to respond to inquiries and requests regarding equity programs and grants
- Support Human Resources, Legal, Tax, Payroll, & Accounting with ad hoc reporting
- Liaise with Human Resources on Monthly Grant Lists, process new securities in Equity Edge Online (EEO), and distribute grant agreements
- Composition of Grant Agreement Packages
- Account Tax and Year-to-Date Imports & Reconciliations
- Collaborate with Legal on insider restrictions and trade clearances
- Assist with ESPP management
- Monthly, Quarterly, & Annually Reconciliations
- Year-End Tax Reporting for parent company as well as for subsidiaries/affiliates
- Act as liaison between outside law firms and subsidiary contacts/participants for equity transactions
- Prepare financial disclosures for 10-Q, 10-K, and Proxy statement information
- Perform other duties and ad hoc projects as assigned
- Assist in the Stock-Based Compensation Expense Valuation
Top Requirements:
- 5+ years of experience as an equity professional
- CEP is preferred but not required
- Knowledge of public as well as private company governance, equity-related administration, accounting, tax, and legal concepts
- Hands-on recent experience working with E*TRADE’s Equity Edge Online
- Prior knowledge of Certent, Carta, Shareworks, and ADP WFN is a plus
- Proficient in accounting for Stock-based Compensation as per ASC 718
- Excellent attention to detail and well-developed time management skills
- Strong Microsoft Office skills with a focus on Excel
- Effective communicator, oral & written
- Ability to multi-task in a fast-paced environment and adjust to changing priorities
- Must be able to manage confidential information with discretion
- Self-motivated team player who maintains customer focus
- Able to function independently with minimal direction as well as collaborate cross-functionally on projects
What They Offer:
- Patient Days, where we are fortunate enough to learn more about the lives we are looking to impact and a real exchange of ideas as to how we can improve our efforts
- Learning and development training to help employees be the best version of themselves
- Collaborative business environment
- Excellent compensation package (Base, Performance Bonus, Stock, RSU programs)
- Excellent benefits package
- Flexible PTO
- With our multiple locations there are ample cross-collaboration opportunities with our other programs
- A fast-paced, data-driven, work environment with world-class R&D minds and capabilities
- Work with the most productive groups of R&D operators in the industry
- Partnerships with leading institutions
- A platform for meaningful scientific contributions to shine
- Commitment to Diversity & Inclusion