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Finance and Equity Analyst - Rotational Program

Carta· Valuations
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Hybrid (Toronto, ON)CA$68.2k - CA$80.2kfull-timePosted 3mo ago

About the role

Rotational 12-month program (RAMP) in Finance and Equity Analysis at Carta, focusing on private capital workflows, AI-enabled automation, and cross-team experience across 409A valuations, QSBS attestations, fund tax, VC/PE implementations, and related financial reporting.

Responsibilities

  • Use AI tools, scripting, and CLI-based workflows to complete tasks and automate real financial processes
  • Support customers through 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

Qualifications

  • Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related fields (or equivalent experience)
  • Strong interest in AI and automation—you understand these as tools to augment thinking, not replace it
  • Bias for action—you take ownership and don't wait for perfect instructions
  • Knowledge of financial statements and common financial concepts
  • Experience managing multiple projects simultaneously and adapting to shifting priorities
  • Excellent verbal and written communication skills with diplomacy and poise under pressure
  • Curious, competitive mindset—you want to be excellent, not just get a job

Skills

Required:AI and automation awarenessProject managementCommunication

Benefits

  • Market competitive salary
  • Equity for all full-time roles
  • Exceptional benefits
  • Commission plans where applicable
Last updated Sep 2, 2026. Interested? Apply on the company site.
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