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Private Capital Markets Associate
Confirmed live in the last 24 hours
New York, NY, USA
Experience Level
Desired Skills
Customer Service
  • 2+ years of experience in a finance or business background, particularly on the client facing side, with experience in private placements, sales and trading, or capital markets advisory
  • Expertise in fundamental analysis
  • Ability to work in a fast-paced, team-based environment with minimal supervision
  • Rigorous eye for detail
  • Strong communication and networking skills
  • Impeccable research, quantitative and analytical skills, especially in explaining market events
  • Strong project management and presentation skills
  • Ability to implement efficient processes and organize, track and prioritize overlapping tasks and assignments
  • Proficiency in Excel, Powerpoint, Bloomberg, Factset, Capital IQ, or other data service provider
  • Build and sustain relationships with internal and external clients by understanding needs and providing solutions
  • Plan and contribute to the strategic expansion of Carta Liquidity's investor coverage base
  • Enhance and maintain client databases and business metrics
  • Identify and develop data-driven tools to increase internal and external efficiencies in the private secondary markets
  • Help prepare, review, and deliver deal-related materials to execute investor and company-sponsored transactions
  • Communicate with cross-functional teams to ensure on-time delivery of liquidity transactions and a high level of customer service
  • Develop new creative ideas and recommendations for product offerings, including market insights and investor relations, and identify cross-product opportunities
Desired Qualifications
  • Working knowledge of cap tables
  • Series 7 and 63 a plus

1,001-5,000 employees

Cap-table management platform
Company Overview
Carta is on a mission to create more owners. With over 23,000 companies, more than one million investors, law firms, and employees on their platform, and a commitment to transparency and equality in equity—they're breaking the mold of how capital markets operate.
  • Free lunch and snacks
  • Equity
  • Employee liquidity every 12-18 months
Company Core Values
  • Carta is run like a Professional Sports Team
  • Show up on time everyday
  • We are Software People
  • Create Leverage, Not Efficiency
  • Learn vs Execute
  • Competition Is for Losers