Finance and Equity Analyst - Rotational Program
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 the auditable reporting services team, analysts will engage in projects that span 409A valuations, tax reporting, fund implementations, and portfolio data collection. This rotational program offers a comprehensive understanding of Carta's services and the private equity landscape.
Daily responsibilities include utilizing AI tools, scripting, and command-line interface (CLI) workflows to automate financial processes, thereby enhancing efficiency and accuracy. Analysts will also support clients through deliverables and direct interactions, assisting with 409A valuations, tax reporting, fund implementations, and portfolio data collection. A key aspect of the role involves identifying workflow inefficiencies and developing scalable, repeatable systems to address them. Additionally, providing feedback to engineering and product teams through testing, bug reporting, and process insights is essential.
Candidates should possess a bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field. A strong interest in AI and automation is crucial, as these tools are integral to the role. Applicants should demonstrate a proactive approach, taking ownership of tasks without waiting for detailed instructions. A solid understanding of financial statements and common financial concepts is necessary, along with the ability to manage multiple projects simultaneously and adapt to shifting priorities. Excellent verbal and written communication skills are required, as is a curious and competitive mindset.
The expected cash compensation for this role ranges from $68,170 to $80,200 CAD annually. In addition to the salary, Carta offers equity for all full-time roles and exceptional benefits. The anticipated start date for this position is November 16, 2026.
Carta is a connected platform and AI-native ecosystem for private capital, aiming to replace fragmented tools with a unified system of record. The company serves over 55,000 companies and 1.8 million equity holders across more than 160 countries, managing over $250 billion in assets. Recognized by Fortune, Forbes, Fast Company, Inc., and Great Places to Work, Carta is transforming how private capital operates.