The Company You'll JoinCarta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places. Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta's platform manages nearly three trillion dollars in equity globally. For more information about our offices and culture, check out our Carta careers page.The Problems You'll SolveAt Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow.We are looking for an individual with securities and / or capital markets industry experience that is results-oriented, self-motivated and has the ability to thrive in a fast-paced, deadline-oriented environment. The ideal candidate must be able to work closely and effectively with cross-functional partners and teams supporting Carta Liquidity and the tender offer business. As a Private Capital Markets Analyst / Associate, you'll work to:
- Work alongside our Liquidity Sales team to help prepare and deliver market intelligence content regarding trends in private company liquidity and Carta's solutions.
- Build and sustain relationships with internal and external clients to understand manual workflows in order to inform recommendations for new product offerings.
- Assist in the development of various secondary transaction models for private companies that optimize client-specific liquidity objectives.
- Communicate with cross-functional teams to ensure on-time delivery of liquidity programs and a high level of customer service.
- Develop new creative ideas and solutions to client needs and identify cross-product opportunities.
The Team You'll Work WithYou'll be joining our Private Capital Markets team supporting Carta's Liquidity business. Carta and its Liquidity team are market leaders in administering company-driven liquidity events (e.g., tender offers) for private companies, their founders, and employees. We provide expertise and white glove service from transaction structuring to execution and fund disbursement. Leveraging the integration with Carta's cap table management software, Carta's tender offer platform and Liquidity team make the complexities of conducting a tender offer simple. The Private Capital Markets team communicates with the executive teams of our tender offer customers and their law firms, helps assess their liquidity objectives, and provides transaction advisory services, including financial modeling. As a part of this team, you will contribute to ongoing relationship management with prospective and existing tender offer customers, provide research and insights, and generate materials for engagement with those customers concerning their broader capital markets needs and the various ways Carta can help them achieve their liquidity goals.About You
- 1-3+ years of client-facing experience in a finance or technology background recommended.
- Expertise in technical analysis, particularly using Microsoft Excel or Google Sheets.
- Ability to work in a fast-paced, team-based environment with minimal supervision.
- Creative problem solving ability, with a demonstrated history of bringing efficiency to manual processes.
- Experience creating and delivering presentations leveraging Microsoft Powerpoint or Google Slides.
- Comfortable analyzing large data sets for key trends and metrics.
- Ability to organize and track overlapping tasks and assignments, with frequent priority changes.
SalaryCarta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is:
- Analyst: $104,000 - $123,000 in New York, NY
- Associate: $118,000 - $139,000 in New York, NY
Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.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 recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.Important Security Notice for CandidatesOur company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an @carta.com domain. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review the guidelines provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to ...@carta.com.Awards and AcknowledgementsCompanies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies. We've also been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.