Requirements
- Education
- Bachelor's degree
Joblaze summary
In the role of Finance and Equity Analyst at Carta, the individual will engage in a rotational program that emphasizes the use of AI tools and automation to streamline financial processes and enhance client support. Key skills include a solid understanding of financial concepts, proficiency in scripting, and a proactive approach to problem-solving. This position is ideal for recent graduates or those with relevant experience who are eager to deepen their expertise in private capital markets and financial operations. The team focuses on delivering comprehensive solutions for fund administration, making it a dynamic environment for professional growth.
Joblaze insights
- Listed about a month ago on Joblaze — tracked directly from Carta's career page.
- Carta has 54 other open roles including Technical Senior Manager, Fund Tax, Senior Fund Accountant, Fund Controller.
- 2517 active Python roles on Joblaze right now.
- 1700 active AI/ML roles on Joblaze right now.
- 189 active Excel roles on Joblaze right now.
Quick facts
- What's the tech stack?
- Joblaze extracted these technologies from the posting: AI/ML, Excel, Python.
- What seniority level is this role?
- Carta targets junior candidates for this position.
- Is this full-time or contract?
- Full-time for this Finance and Equity Analyst role at Carta.
From the original posting
The Company You’ll Join
Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.
Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.
For more information about our offices and culture, check out our Carta careers page.
The Problems You'll Solve
As an Equity & Finance Analyst in our rotational ("RAMP") 12 month program, you'll work to:
- Use AI tools, scripting, and CLI-based workflows to complete tasks and automate real financial processes
- Support customers through both deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection
- Identify inefficiencies in workflows and turn them into repeatable, scalable systems
- Provide feedback to engineering and product through testing, bug reporting, and process insights
- Become an expert in private markets, AI tools, and Carta's ERP vision
The Team You'll Work With
You'll be joining our auditable reporting services team, which supports multiple products and services including 409A Valuations, Qualified Small Business Stock (QSBS) Attestations, Fund Tax, Venture Capital & Private Equity Implementations, VC Financial Reporting, Portfolio Data Collection, and Capital Call Lines of Credit. This 12-month program rotates you across these teams to build deep expertise in private capital operations while developing systems thinking and automation skills that directly improve how our customers manage complex financial workflows.
About You
- Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related fields (or equivalent experience)
- Strong interest in AI and automation—you understand these as tools to augment thinking, not replace it
- Bias for action—you take ownership and don't wait for perfect instructions
- 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
- Curious, competitive mindset—you want to be excellent, not just get a job
Nice to have:
- 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 (Claude, Gemini, etc.) thoughtfully in your work
Disclosures:
- We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
- Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
- For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
- Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.