Finance and Equity Analyst

<div class="content-intro"><h2>The Company You’ll Join</h2> <p>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.</p> <p>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.</p> <p>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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.&nbsp;</p> <p>For more information about our offices and culture, check out our <a href="https://carta.com/careers/">Carta careers page</a>.</p></div><h3 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold"><strong>The Problems You'll Solve</strong></h3> <p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">As an Equity &amp; Finance Analyst in our rotational ("RAMP") 12 month program, you'll work to:</p> <ul class="[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3"> <li class="whitespace-normal break-words pl-2">Use AI tools, scripting, and CLI-based workflows to complete tasks and automate real financial processes</li> <li class="whitespace-normal break-words pl-2">Support customers through both deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection</li> <li class="whitespace-normal break-words pl-2">Identify inefficiencies in workflows and turn them into repeatable, scalable systems</li> <li class="whitespace-normal break-words pl-2">Provide feedback to engineering and product through testing, bug reporting, and process insights</li> <li class="whitespace-normal break-words pl-2">Become an expert in private markets, AI tools, and Carta's ERP vision</li> </ul> <h3 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold"><strong>The Team You'll Work With</strong></h3> <p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">You'll be joining our auditable reporting services team, which supports multiple products and services including 409A Valuations, Qualified Small Business Stock (QSBS) Attestations, Fund Tax, Venture Capital &amp; Private Equity Implementations, VC Financial Reporting, Portfolio Data Collection, and Capital Call Lines of Credit. This 12-month program rotates you across these teams to build deep expertise in private capital operations while developing systems thinking and automation skills that directly improve how our customers manage complex financial workflows.</p> <h3 class="text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold"><strong>About You</strong></h3> <ul class="[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3"> <li class="whitespace-normal break-words pl-2">Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related fields (or equivalent experience)</li> <li class="whitespace-normal break-words pl-2">Strong interest in AI and automation—you understand these as tools to augment thinking, not replace it</li> <li class="whitespace-normal break-words pl-2">Bias for action—you take ownership and don't wait for perfect instructions</li> <li class="whitespace-normal break-words pl-2">Knowledge of financial statements and common financial concepts</li> <li class="whitespace-normal break-words pl-2">Experience managing multiple projects simultaneously and adapting to shifting priorities</li> <li class="whitespace-normal break-words pl-2">Excellent verbal and written communication skills with diplomacy and poise under pressure</li> <li class="whitespace-normal break-words pl-2">Curious, competitive mindset—you want to be excellent, not just get a job</li> </ul> <p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Nice to have:</strong></p> <ul class="[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3"> <li class="whitespace-normal break-words pl-2">Exposure to financial concepts through coursework, internships, or personal interest</li> <li class="whitespace-normal break-words pl-2">Experience with Python, scripting, or basic technical tooling</li> <li class="whitespace-normal break-words pl-2">Familiarity with financial modeling in Excel</li> <li class="whitespace-normal break-words pl-2">Experience using AI tools (Claude, Gemini, etc.) thoughtfully in your work</li> </ul><div class="content-conclusion"><p>Disclosures:</p> <ul> <li>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.&nbsp;</li> <li>Carta uses E-Verify in the United States for employment authorization. See the <a href="https://www.e-verify.gov/about-e-verify/what-is-e-verify">E-Verify</a> and <a href="Department">Department of Justice</a> websites for more details.</li> <li>For information on our data privacy policies, see&nbsp;<a class="c-link" href="https://carta.com/privacy/" target="_blank" data-stringify-link="https://carta.com/privacy/" data-sk="tooltip_parent">Privacy</a>,&nbsp;<a class="c-link" href="https://carta.com/privacy/candidate/" target="_blank" data-stringify-link="https://carta.com/privacy/candidate/" data-sk="tooltip_parent">CA Candidate Privacy</a>, and <a class="c-link" href="https://carta.com/legal/br/brazil-pay-transparency/" target="_blank" data-stringify-link="https://carta.com/legal/br/brazil-pay-transparency/" data-sk="tooltip_parent">Brazil Transparency Report</a>.</li> <li><strong>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 security@carta.com.</strong></li> </ul></div>