Finance and Equity Analyst - Rotational Program

Full Time

Toronto, Ontario, CanadaPosted 5 days ago

Role Overview

Carta, Inc. is hiring a Finance and Equity Analyst - Rotational Program. This is a full-time role in Toronto, Ontario. posted 5 days ago. Full responsibilities, required qualifications, and the apply link are listed in the description below.

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Job description

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.

The Problems You'll Solve

As an Equity & Finance Analyst in our rotational ("RAMP") 12 month program, you'll work to:

Use AI tools, scripting, and CLI-based workflows to complete tasks and automate real financial processes
Support customers through both deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection
Identify inefficiencies in workflows and turn them into repeatable, scalable systems
Provide feedback to engineering and product through testing, bug reporting, and process insights
Become an expert in private markets, AI tools, and Carta's ERP vision

The Team You'll Work With

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 & 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.

About You

Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related fields (or equivalent experience)
Strong interest in AI and automation—you understand these as tools to augment thinking, not replace it
Bias for action—you take ownership and don't wait for perfect instructions
Knowledge of financial statements and common financial concepts
Experience managing multiple projects simultaneously and adapting to shifting priorities
Excellent verbal and written communication skills with diplomacy and poise under pressure
Curious, competitive mindset—you want to be excellent, not just get a job

Nice to have:

Exposure to financial concepts through coursework, internships, or personal interest
Experience with Python, scripting, or basic technical tooling
Familiarity with financial modeling in Excel
Experience using AI tools (Claude, Gemini, etc.) thoughtfully in your work

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is:

$68,170 - $80,200 CAD in Toronto, Ontario, Canada

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

*Upcoming Start Date: November 16, 2026*

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 security@carta.com.

About Carta, Inc.

Carta, Inc.

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Frequently Asked Questions

How do I apply for the Finance and Equity Analyst - Rotational Program position at Carta, Inc.?

Use the Apply button above to submit your application directly to Carta, Inc.. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.

Where is the Finance and Equity Analyst - Rotational Program position at Carta, Inc. located?

This position is based in Toronto, Ontario. Carta, Inc. has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.

What does a Finance and Equity Analyst - Rotational Program at Carta, Inc. earn?

Carta, Inc. has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.

When was the Finance and Equity Analyst - Rotational Program role at Carta, Inc. posted?

This role was posted on July 16, 2026 (5 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.