Finance and Equity Analyst - Rotational Program
Carta provides an intelligent platform for private capital operations, connecting data, workflows, and people.
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
In this 12-month rotational program, you will use AI tools, scripting, and CLI-based workflows to automate financial processes. You will support customer deliverables and client-facing work involving 409A valuations, tax reporting, fund implementations, and portfolio data collection. You will identify workflow inefficiencies, develop scalable systems, test processes, report bugs, and share process insights with product and engineering.
Requirements
- Bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field, or equivalent experience
- Strong interest in AI 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
- 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 AI tools such as Claude or Gemini thoughtfully in work
Responsibilities
- Use AI tools, scripting, and CLI-based workflows to complete tasks and automate 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 engineering and product feedback through testing, bug reporting, and process insights
- Develop expertise in private markets, AI tools, and ERP workflows
Benefits
- Equity for all full-time roles
- Exceptional benefits