Join Carta's rotational program as a Finance and Equity Analyst, leveraging AI tools to enhance financial processes.
Posted by employer 3 years ago
First seen on Joblaze 1 week ago
Last verified on the company career page 18 hours ago
AI in the day-to-day
Use AI tools, scripting, and CLI-based workflows to complete tasks and automate real financial processes.
Requirements
- Education
- Bachelor's degree
Not disclosed in this posting: compensation, years of experience, work arrangement, visa sponsorship.
Joblaze summary
In the Finance and Equity Analyst rotational program at Carta, the analyst engages in daily tasks that involve using AI tools and scripting to enhance financial processes and support clients with various deliverables. Key skills include a strong grasp of financial concepts, experience with automation, and the ability to manage multiple projects effectively. This role is ideal for recent graduates or early-career professionals with a background in finance or related fields, who are eager to develop expertise in private capital operations. The program offers a unique opportunity to rotate across teams, fostering a deep understanding of Carta's innovative approach to financial workflows.
Joblaze insights
- Listed 9 days ago on Joblaze — tracked directly from Carta's career page.
- Carta has 65 other open roles including Strategic Account Executive - Private Markets, Europe, Legal Partnerships / BD Manager, Workday Systems Payroll- HCM Manager.
- 6527 active Python roles on Joblaze right now.
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- Typical Python salary we track runs $125,000–$190,800 (median $160,000, across 3229 roles). See Python salary trends
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 - Rotational Program role at Carta.
From the original posting
The Company You’ll Join
Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.
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.