Financial Analyst
Carta is hiring a Financial Analyst to join the team.
This role requires the highest level of responsibility - analysts in this role are primarily responsible for determining audit-defensible work product for Carta clients. In this role, you'll be part of a highly dynamic team that's creating the future of private capital markets.
This role is responsible for:
- Analyzing privately-held securities
- Interfacing with client management teams to understand value drivers across various industries
- Adapting one’s analysis to specified formats, templates, styles and deadlines when creating reports
- Managing multiple projects and deadlines
- Collaborating with other team members to share information and insights
- Being knowledgeable about a wide range of companies and industries
- Working with and improving Carta financial software tools and models
Requirements:
- Expert-level understanding of common financial concepts (WACC, DCF, Black-Scholes OPM), and portfolio theory
- Expert-level understanding of common accounting statements
- Ability to quickly grasp new concepts and apply them to new markets
- A strong preference for creating new products over following established processes
- Minimum of 2 years of client-facing experience
Nice-to-haves:
- MS Finance, CFA, or equivalent
- Strong mathematics, finance or accounting background
- Work experience at a major auditing firm
- Work experience at a major business consulting firm
- Expert-level understanding of Excel
- Mid-level or greater software development background in any major language
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