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You’ll own end‑to‑end workflow automation using AI tools, scripting and CLI, while delivering client‑facing work on 409A valuations, tax reporting, fund implementations and portfolio data collection, and feeding back insights to product and engineering.
A bachelor’s degree (or equivalent) in finance, accounting, economics, math or related field, strong interest in AI/automation, solid financial statement knowledge, project‑management chops, excellent communication, and a bias for action; Python or scripting experience and Excel modeling are a plus.
The role drives efficiency and scalability across Carta’s private‑capital reporting services, directly improving how thousands of companies and funds manage complex financial processes and supporting the company’s AI‑native ERP vision.
Self‑motivated, curious candidates who thrive on building systems, enjoy tackling financial workflows, and want to deepen expertise in private markets while leveraging AI and automation.
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.
As an Equity & Finance Analyst in our rotational ("RAMP") 12 month program, you'll work to:
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.
Nice to have:
Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is:
Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.
*Upcoming Start Date: November 16, 2026*
Disclosures:
