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Finance and Equity Analyst - Rotational Program

Carta
Location
Sandy, UT
Posted
1 month ago
Department
Valuations
What they actually want (must-haves)
  • Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related fields (or equivalent experience)
  • Strong interest in AI and automation
  • Bias for action and ownership
  • Knowledge of financial statements and common financial concepts
  • Experience managing multiple projects simultaneously
  • Excellent verbal and written communication skills
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
What the job really is

As a Finance and Equity Analyst in Carta's rotational program, you'll engage in automating financial processes using AI tools and scripting, while supporting clients with 409A valuations and tax reporting. The role involves identifying workflow inefficiencies and providing insights to engineering and product teams, all while rotating through various teams to build expertise in private capital operations.

Things to weigh
  • The role involves a rotational program, which may require adaptability to different teams and projects.
  • No specific salary or benefits information is provided in the posting.
Job score2.6/5
Benefits1/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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