About the company
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.
Responsibilities
- Use AI tools, scripting, and CLI-based workflows to complete tasks and automate real financial processes
- Support customers through both deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection
- Identify inefficiencies in workflows and turn them into repeatable, scalable systems
- Provide feedback to engineering and product through testing, bug reporting, and process insights
- Become an expert in private markets, AI tools, and Carta's ERP vision
Requirements
- Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related fields (or equivalent experience)
- Strong interest in AI and automation
- Bias for action
- Knowledge of financial statements and common financial concepts
- Experience managing multiple projects simultaneously
- Excellent verbal and written communication skills
- Curious, competitive mindset
- Nice to have: Exposure to financial concepts, experience with Python, scripting, or basic technical tooling, familiarity with financial modeling in Excel, experience using AI tools (Claude, Gemini, etc.)