Valuations Analyst

This is a pivotal role that requires the highest level of responsibility. Associates and senior associates on the Valuation team are primarily responsible for determining audit-defensible work product for Carta customers. In this role, you’ll be part of a highly dynamic team that’s creating the future of private capital markets. 

This role will provide a front row seat into the world of private company finance and the valuation of venture backed companies. As a Valuation Associate/Senior Associate you will grow your knowledge of venture capital, valuation approaches, and types of equity as well as gain exposure to executives and investors.

• Analyze privately-held companies and securities
• Adapt your analysis to specified formats, templates, styles and deadlines when creating reports
• Interface with customer management teams to understand value drivers across various industries
• Manage multiple projects and deadlines simultaneously
• Collaborate with team members to share information and insights
• Perform research on companies, industries, and markets
• Maintain an in-depth understanding of Carta’s software platform and products
• Identify, reproduce, and document bugs for the product and engineering teams
• Assist with product development by testing new features and bug fixes as well as surfacing customer feedback

The Carta Valuation Team is the nation’s leading provider of private company valuations with plans to expand and grow into new areas. As a Valuation Associate/Senior Associate you will be instrumental to facilitate the explosive growth of our practice. The ideal candidate will be comfortable communicating with executives, attorneys, and investors. 

• Comfortable learning quickly and taking on new challenges
• Excellent problem solving and analytical skills
• Ability to address finance-related questions in a clear and concise manner
• Expert-level understanding of financial statements and common financial concepts (WACC, DCF, Black-Scholes OPM)
• A strong preference for creating new processes over following established processes
• Experienced multi-tasker with ability to balance dozens of projects at any given time
• Highly organized with a strong attention to detail
• Possess a helpful and professional attitude with excellent verbal and written skills
• Exhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problems
• Bachelor’s degree in Accounting, Finance, Economics or related field
• Minimum of two years of experience in business valuation