Finance and Equity Analyst - Rotational Program

🇺🇸 Sandy, Utah
$680 - $800 Annual
Posted 6 days ago
Expires January 3, 2027

The Finance and Equity Analyst - Rotational Program at Carta is a 12-month initiative designed to immerse participants in various facets of private capital operations. As part of this program, analysts will engage with multiple teams, including 409A Valuations, Fund Tax, and Venture Capital & Private Equity Implementations, to develop a comprehensive understanding of the industry. This rotational approach aims to cultivate expertise in private markets, AI tools, and Carta's ERP vision.

Analysts will utilize AI tools, scripting, and command-line interface (CLI) workflows to automate financial processes, enhancing efficiency and scalability. They will support clients through deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection. Additionally, analysts will identify workflow inefficiencies and collaborate with engineering and product teams to develop repeatable, scalable systems.

Candidates should possess a bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field. A strong interest in AI and automation is essential, as well as a solid understanding of financial statements and concepts. The role requires the ability to manage multiple projects simultaneously, adapt to shifting priorities, and demonstrate excellent verbal and written communication skills. Experience with Python, scripting, or basic technical tooling is advantageous.

The expected cash compensation for this role ranges from $68,170 to $80,200 CAD annually. Final offers may vary based on geography, candidate experience, and other factors. Carta offers a comprehensive benefits package, including equity for all full-time roles and exceptional benefits.

Carta is a connected platform and AI-native ecosystem for private capital, trusted by over 55,000 companies and 1.8 million equity holders in more than 160 countries. The company is recognized by Fortune, Forbes, Fast Company, Inc., and Great Places to Work. Joining Carta provides an opportunity to be part of a transformative company shaping the future of private capital operations.

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