Equity Analyst

Salt Lake City, UT
Client Services – Private Markets
Full-time
Carta is looking for Equity Analysts to join our Client Services team at our Salt Lake City office. We have seen great success in the last year, including nearly doubling in size and raising $42M in our Series C, and we need talented individuals to help us keep up the momentum by facilitating company implementation after the sales team closes a deal and set up our clients for long term success. Learn more about our move to Salt Lake City here.

As an Equity Analyst you will become an equity expert. You'll use your knowledge to inspire long-term client loyalty by consulting clients through the implementation process. This role is a fit for people that are hungry to learn and who can think creatively to find software solutions to both equity and user problems. Successful Equity Analysts embrace change and constantly seek ways to better their process and their team. Check out more about our culture here.

Primary Responsibilities:

    • Support new clients and their law firms in “on-boarding” them onto Carta – i.e., implementation of client’s capitalization table and securities on Carta
    • Coordinate and manage inputs needed from both the clients and their law firms
    • Maintain the quality of clients’ data throughout the on-boarding process
    • Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process
    • Work closely with product and engineering to improve the on-boarding experience for customers

Qualifications:

    • Microsoft Excel Wizard
    • Knowledge of finance and accounting
    • Knowledge of equity and capitalization
    • You are flexible, adaptive, and resilient
    • Great people skills – high degree of empathy and great communication skills
    • Minimum of 3 years of experience, preferably in accounting, finance, equity, or software implementations
    • Ability to work as a team across multiple functional teams 
    • Ability to deal with uncertainties and ambiguous situations
    • Ability to maintain confidentiality as required by customers
    • Ambitious, pro-active, self-starter, competitive and resourceful


Carta is creating the ownership network that maps the world's assets. Check out who we are and how we work here.

At Carta we want to create an environment for Carta's owners - you - to do your best work, by offering competitive benefits and perks:

We are committed to WELLNESS:
- Health, dental, vision, and life insurance
- Competitive PTO and unlimited sick time

We are committed to INVESTING IN YOUR FUTURE:
- 401k matching program

We are committed to A SUPPORTIVE WORK ENVIRONMENT:
- Commuter benefits
- Catered lunch and unlimited snacks
- Cell phone stipend

We are committed to LIFELONG LEARNING:
- Unlimited reimbursement for work related books
- Fast paced work environment geared towards professional growth