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As a Finance and Equity Analyst, you will rotate through various parts of the Equity Platform, preparing 409A Valuations, advising customers on financial reporting, preparing tax projections, and aggregating financial statements for Venture Capital investors, while also managing customer inquiries.

As a Finance and Equity Analyst, you will engage in various roles within the Equity Platform, focusing on preparing 409A Valuations, advising on financial reporting, and aiding in tax projections. Your responsibilities also include managing valuation requests, addressing high-volume inquiries, and supporting Equity Advisors with tax projections.

As a Finance and Equity Analyst at Carta, you will participate in a twelve-month rotation assisting in preparing 409A Valuations, advising on financial reporting, preparing tax projections, and aggregating financial statements for Venture Capital investors.

As a Finance and Equity Analyst, you will prepare 409A Valuations, assist with financial reporting inquiries, prepare tax projections, and aggregate financial statements. You will also support customer-facing processes and validate valuation requests.

Lead policy initiatives related to taxation, valuation, and corporate governance to drive capital into private markets. Engage with lawmakers and regulators to develop policy framework. Collaborate with internal and external stakeholders to address challenges and opportunities in the financial services sector.

As a Finance and Equity Analyst, you will engage in a twelve-month rotation providing various services within the Equity Platform business unit, including preparing 409A Valuations, managing financial reporting inquiries, preparing tax projections, and assisting with capital structure documentation for venture capital portfolios.