Finance and Equity Analyst

The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.

Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital. 

For more information about our offices and culture, check out our Carta careers page.

Equity & Finance Analyst The Team You’ll Work With

The Auditable Reporting Services (ARS) Team at Carta supports a diverse set of product lines and services that span the entire Carta network.

As an Equity & Finance Analyst, you'll participate in a twelve-month rotational program supporting various parts of the ARS team. The goal of this program is to cultivate the skills and perspective needed to develop a holistic understanding of the ARS organization and Carta network, positioning participants for long-term success within the business.

Upon successful completion of the program, Equity & Finance Analysts will be assigned to a dedicated team within ARS.

• Validate and properly segment 409A Valuation requests. 
• Prepare 409A Valuations for Carta’s earliest-stage customers. 
• Support the customer-facing process for requesting 409A Valuations.
• Prepare qualified small business tax exemption, or ‘QSBS’, attestation letters.
• Assist Equity Advisors with equity compensation tax projection vetting and preparation.
• Collect and process the financial metrics, KPIs, capitalization tables and articles of incorporation for the portfolio companies of venture capital funds.
• Process renewals for capital call lines of credit.
• Collect and process cap table data for the portfolio companies of private equity funds.
• Participate in preparation of tax returns for venture capital funds.
• Participate in discussions that drive operational improvements for the team.
• Provide feedback to engineering and product via testing, bug reporting, etc.

• Bachelor’s degree in Accounting, Finance, Economics or a related field
• Comfortable learning quickly and taking on new challenges
• Able to address finance-related and accounting questions in a clear and concise manner
• Knowledge of financial statements and common financial concepts
• Experienced with multi-tasking and able to balance dozens of projects at any given time
• Highly organized with a strong attention to detail
• Possess a helpful and professional attitude with excellent verbal and written skills
• Exhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problems

At Carta, you’re not just an employee. You’re a builder who is creating infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta’s Identity Traits. They work collaboratively and cross functionally  to challenge the status quo; working towards a common goal of creating more owners in the private markets. 

Disclosures:

• We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. 
• Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
• For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
• Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to [email protected].