Finance and Equity Analyst - Rotational Program
About the job
- A bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field, or equivalent experience.
- A strong interest in artificial intelligence and automation.
- 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.
- Use artificial intelligence tools, scripting, and command-line-interface-based workflows to complete tasks and automate real financial processes.
- Support customers through deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection.
- Identify workflow inefficiencies and turn them into repeatable, scalable systems.
- Provide feedback to engineering and product through testing, bug reporting, and process insights.
- Develop expertise in private markets, artificial intelligence tools, and Carta's enterprise resource planning vision.
- Rotate across auditable reporting services teams, including 409A Valuations, Qualified Small Business Stock Attestations, Fund Tax, Venture Capital and Private Equity Implementations, venture capital financial reporting, portfolio data collection, and capital call lines of credit.
- 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 artificial intelligence tools such as Claude or Gemini thoughtfully in work.
About the company
Carta provides a fintech platform that streamlines fundraising for startups, venture capitalists, and private equity firms, while also managing equity and portfolio data. The platform combines asset management, back-office automation, valuations, fund formation, and audit and tax support into one system. It uses machine-learning driven data and real-time market intelligence to support compensation decisions and makes equity sales for employees and stakeholders easier. Revenue comes from charging clients for access to its tools and services, with pricing varying by client size and service level; the goal is to make fundraising faster, easier, and more cost-effective by offering an integrated suite of fundraising workflow, equity management, and data insights.
Company Size
1,001-5,000
Company Stage
Series G
Total Funding
$1.1B
Headquarters
San Francisco, California
Founded
2012
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Simplify's Take
What believers are saying
- Pulley’s September 2026 shutdown sends cap-table customers toward Carta migrations.
- Over 1,500 firms use Carta’s Claude plugins, accelerating switching costs.
- Carta’s March 2026 CRM and May 2026 Law launches deepen cross-sell across private capital.
What critics are saying
- April 2026 layoffs cut about 100 workers, signaling pressure despite growth.
- Employee discrimination and retaliation lawsuits from 2023 continue hurting Carta’s employer brand.
- Pulley shuts December 2026, but Ledgy and Morgan Stanley still attack Carta’s core.
What makes Carta unique
- Carta’s March 2026 ListAlpha deal unified CRM, cap table, and fund data.
- Carta Law launched May 2026 after Avantia acquisition, adding AI-native legal workflows.
- Carta’s Hong Kong office and Singapore hub expand private-markets infrastructure across Asia.
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Benefits
- Free lunch and snacks
- Equity
- Employee liquidity every 12-18 months