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Full-Time

Associate/Senior Associate

Strategy & Business Operations

Posted on 8/15/2024

Carta

Carta

1,001-5,000 employees

Financial platform for fundraising and equity management

Fintech
Financial Services

Compensation Overview

$110.5k - $175kAnnually

+ Equity + Commission

Junior, Mid

San Francisco, CA, USA + 1 more

Category
Project Management
Strategy Development
Business Development
Business & Strategy
Required Skills
Communications
Requirements
  • 2 - 5 years of experience in investment banking, management consulting, private equity, venture capital, corporate strategy, or business operations; 2 years of investment banking or consulting experience required
  • Deep understanding of private markets & financial services; experience in enterprise software/SaaS, and/or fintech a plus
  • Excellent communication skills with the ability to distill complex thoughts and strategies into simple, actionable recommendations, especially to executives
  • Superior problem-solving, presentation, and modeling skills
Responsibilities
  • Drive end-to-end strategic projects such as incubating/launching a new business or accelerating the growth of an existing business
  • Develop a strategic framework to identify market growth opportunities for Carta across customer segments and geographies
  • Accelerate adoption of the Carta Fund Administration suite, transforming how the Office of the Fund CFO manages a private investment firm
  • Act as a thought partner to business leaders and executives across the company to improve business performance & execution

Carta provides a platform that simplifies the fundraising process for businesses, particularly startups, venture capitalists, and private equity firms. The platform offers a range of tools and services that help manage assets, automate back office operations, and provide insights into investment portfolios. One of its standout features is the use of machine learning to deliver real-time market intelligence, which aids businesses in making informed decisions about employee compensation. Additionally, Carta facilitates equity sales for employees and investors, making what can be a complicated process much easier. Unlike many competitors, Carta combines software with expert services to create a more comprehensive solution for its clients. The goal of Carta is to make fundraising faster, easier, and more cost-effective for businesses.

Company Stage

Series G

Total Funding

$1.1B

Headquarters

San Francisco, California

Founded

2012

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-1%

2 year growth

-7%
Simplify Jobs

Simplify's Take

What believers are saying

  • Carta's extensive suite of tools and services can significantly streamline the fundraising process, making it easier and more cost-effective for startups and investors.
  • The company's ability to provide real-time market intelligence and robust data sets can help businesses make more informed decisions, particularly in compensation and equity management.
  • Partnerships with firms like Herzog and proactive compliance solutions position Carta as a trusted and innovative leader in the fintech space.

What critics are saying

  • The recent data breach incident could undermine client trust and impact Carta's reputation in the market.
  • A decline in venture deal counts and cash raised, as reported, may affect Carta's revenue and growth prospects.

What makes Carta unique

  • Carta's platform uniquely integrates machine learning to provide real-time market intelligence and compensation data, setting it apart from traditional financial services.
  • The company's focus on simplifying equity sales and back office automation offers a comprehensive solution that addresses multiple pain points for startups and investors.
  • Carta's proactive approach to compliance, such as offering a free Corporate Transparency Act compliance solution, demonstrates its commitment to regulatory support and client ease.

Benefits

Free lunch and snacks

Equity

Employee liquidity every 12-18 months

INACTIVE