Executive Assistant
Carta provides an intelligent platform for private capital operations, connecting data, workflows, and people. Its products support equity management, fund administration, portfolio analytics, compliance, tax, and related services for companies, funds, investors, and legal teams.
About Carta
Carta operates a platform for private capital that helps companies, private equity and venture capital firms, limited partners, and other financial organizations manage portfolios, move money, and model investment scenarios. Its offerings include equity and cap table management, valuations, compensation, liquidity, fund administration, fund tax, SPVs, deal CRM, portfolio valuations, loan operations, LP analytics, compliance, contracts, and attorney-led legal services. Carta combines software, AI capabilities, and expert human services for private capital workflows.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You support the Chief Financial Officer and SVP of Finance by managing complex calendars, communications, travel, meetings, events, expenses, and projects. You coordinate audit committee meetings, prepare briefings, maintain visibility into key engagements, liaise with the executive's team, and contribute to Executive Assistant team initiatives.
Requirements
- 4+ years of Executive Assistant experience
- Experience supporting a senior C-suite leader
- Technology or banking industry experience preferred
- Experience coordinating board and audit committee meetings
- Heavy calendar management experience
- International travel coordination experience
- Ability to multitask and prioritize
- Written and verbal communication
- Ability to commute to the San Francisco office 3 days per week
Responsibilities
- Manage calendars for the CFO and broader G&A team
- Coordinate audit committee meetings
- Triage and reply to emails, Google comments, and Slack channels
- Manage the CFO's inbox and follow-ups
- Coordinate speaking engagements and conferences
- Manage international travel, visa requirements, and itineraries
- Provide end-of-day briefings to the CFO
- Track key meetings, external events, and conferences
- Plan and execute team meetings, events, and offsites
- Coordinate agendas, materials, budgets, logistics, and hospitality
- Approve expenses, travel, and time-off requests
- Liaise between the executive and their team
- Contribute to Executive Assistant team projects
Benefits
- Equity for all full-time roles
- Exceptional benefits