Carta
Finance and Equity Analyst - Rotational Program
Toronto, Ontario, Canada · Full-time
Sponsorship not specified$68k-$80kDetected 6 days ago
PythonFinancial ModelingFinancial AnalysisAccountingExcelERPRecruitingCommunicationFinancial Reporting
About the role
- Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
- 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- Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.
Responsibilities
- Support customers through both deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection
Requirements
- Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related fields (or equivalent experience)
- Knowledge of financial statements and common financial concepts
- Experience managing multiple projects simultaneously and adapting to shifting priorities
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
- $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*
- Carta uses E-Verify in the United States for employment authorization.
Compensation
- 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
Benefits
- Become an expert in private markets, AI tools, and Carta's ERP vision
- If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
Company info
- 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.
- 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
- 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
Equal opportunity
- equal opportunity employer and are committed to providing a positive interview experience for every candidate.
This listing is sourced directly from Carta's careers page and normalized into a canonical job model.