Finance and Equity Analyst - Rotational Program
CartaJobsCloseBy Editorial Insights
Carta’s Finance and Equity Analyst Rotational Program in Toronto is a 12-month onsite path through the auditable reporting services team, rotating across 409A valuations, QSBS attestations, Fund Tax and VC/PE implementations to build private markets expertise. You’ll use AI tools, scripting and CLI workflows to automate processes, surface inefficiencies, and feed insights to engineering and product while supporting deliverables and client relationships. The ideal candidate has a bachelor’s in Accounting, Finance or related field, a proven bias for action, solid financial statement knowledge, and strong multi-project management and communication. Nice to have Python, Excel modeling, and thoughtful AI tool use. Start date November 16, 2026; CAD 68,170–80,200; apply with concrete examples of ownership and collaboration from an approved Carta domain.
The Company You’ll Join
Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.
Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.
For more information about our offices and culture, check out our Carta careers page.
The Problems You'll Solve
As an Equity & Finance Analyst in our rotational ("RAMP") 12 month program, you'll work to:
- 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
The Team You'll Work With
You'll be joining our auditable reporting services team, which supports multiple products and services including 409A Valuations, Qualified Small Business Stock (QSBS) Attestations, Fund Tax, Venture Capital & Private Equity Implementations, VC Financial Reporting, Portfolio Data Collection, and Capital Call Lines of Credit. This 12-month program rotates you across these teams to build deep expertise in private capital operations while developing systems thinking and automation skills that directly improve how our customers manage complex financial workflows.
About You
- 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
Nice to have:
- Exposure to financial concepts through coursework, internships, or personal interest
- Experience with Python, scripting, or basic technical tooling
- Familiarity with financial modeling in Excel
- Experience using AI tools (Claude, Gemini, etc.) thoughtfully in your work
Salary
Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is:
- $68,170 - $80,200 CAD in Toronto, Ontario, Canada
Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.
*Upcoming Start Date: November 16, 2026*
Disclosures:
- We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
- Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
- For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
- Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to [email protected].