Carta

Carta San Francisco, CA
Jan 23, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. The Pricing & Packaging Manager will lead pricing & packaging efforts across the entire business at Carta. As we grow and expand our business across multiple markets, products and business lines, this person will help drive alignment across teams for our pricing strategy. This role will be heavily collaborative. This person must be comfortable working across product marketing and sales teams to determine pricing strategy and plans as we launch new products. This person will own optimizing price points across various markets, and ensure Carta has operational excellence in the implementation of all pricing decisions. In addition, this person will work with product management and business operations teams to implement pricing changes within the product and in business systems and be responsible for the pricing roadmap.  As Carta continues to grow rapidly into new markets, this role is critical to our success. A successful person in this role will have a combination of skills across business strategy, analytics, project management, communication and collaboration. Responsibilities Collaborate with leaders in sales, marketing, finance, and product organizations to craft new business models, define monetization strategies for new products and optimize existing pricing and packaging.Conduct qualitative and quantitative primary research into competitor pricing.Provide well-reasoned pricing change recommendations to Go-to-market leaders.Drive cross-sell and up-sell opportunities through pricing strategies and bundling.Lead pricing changes from approval by the pricing committee through to implementation.Define and evaluate Key Performance Indicators to track pricing performance and enable continuous improvements. Maintain official pricing documentation.Provide in-deal support to the sales team to assist in strategic opportunities and support ramping new sales team members.Build pricing training content for the sales team and train sales on how to approach pricing conversations with customers. Qualifications Bachelor’s degree in Finance, Marketing, Business or an equivalent; MBA preferred.Minimum of 5+ years of experience in strategy consulting, product management, product marketing or corporate strategy, ideally at a SaaS or enterprise software company.2+ years of SaaS, fintech or services pricing experience.Ability to quickly grasp new product concepts across a variety of technologies, consistently apply critical and structured thinking to new areas.Action-oriented to solve problems and get a lot done in short timeframes.Demonstrated leadership experience driving complex, cross-functional initiatives.Demonstrated ability to drive your own work with minimal supervision.Exceptional communication and collaboration skills across all levels of an organization.
Carta San Francisco, CA
Jan 22, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. The Liquidity team is looking for creative problem solvers to work on a greenfield initiative to build a marketplace for private securities, CartaX. As a Senior Software Engineer on the Liquidity team at Carta, you’ll work on CartaX, an issuer centric electronic trading platform offering tailored liquidity programs for privately held companies, funds, and other fractional assets. Specifically, you’ll be part of the team responsible for building and running the backend services providing features such as order management and handling, market access, and the matching engines.  You'll be building secure, scalable and resilient technology services to advance Carta's mission in the marketplace of private securities and serve customers around the world.   You'll be working on a blended team consisting of other engineers, SRE's, and product people. As a team you will be given goals and a general framework of how to execute on a project and we expect you to work autonomously as a unit to deliver against your customers needs. Responsibilities Work closely with the product team to develop and build the customer facing workflows that drive interaction with our transaction platformBuild highly responsive, data-intensive interfacesDesign, build and interact with a large variety of internal API’sWorks with product directly to help shape and form requirements for complex, large scale initiatives Qualifications 7+ years full stack or backend engineering experience, with strong systems fundamentalsExperience with service oriented architectureStrong industry experience in the architecture and design of scalable front and backend systemsExperience building services or middleware in python or java Experience with JavaScript frameworks/libraries like React or Angular.jsExperience designing and building APIsStrong communication skillsComfortable working in a fast paced team environmentExperience architecting complex SaaS productsExperience working closely with product and compliance stakeholders to understand business requirements and build thoughtful solutions Nice to haves Experience in financial markets or fintech.Experience working for a regulated entity and what comes with that.
Carta New York City, NY
Jan 21, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. In this role, you will be an integral member of the Carta legal team. You will be the primary legal adviser for the Carta Capital Markets (“CCMX”) team, responsible for providing legal and regulatory guidance and support for the implementation of the team’s business plan. CCMX will be a new broker-dealer, subject to FINRA and SEC regulation, and will run an ATS that provides a secondary market for private securities.   The ideal candidate will have a high level of integrity, attention to detail and excellent writing, communication and interpersonal skills. Additionally, this candidate will have extensive experience with broker-dealer regulation, Reg ATS, market structure and trading rules, as well as some corporate legal experience, especially in connection with regulations relating to private securities issuance and trading and drafting of agreements and documents in connection with products and services offerings. This position will be located in New York, New York, with occasional travel. Responsibilities: Work hand in hand with CCMX leadership to build, review and implement the legal and regulatory framework for the business line, including the optimization of exemption and disclosure frameworksDraft, review and update agreements, documents and materials for products and services offered by CCMXHelp build scalable and effective processes to launch new products, new business initiatives, or expand existing businesses into new market centersWork on a wide variety of issues centered around compliance, business development, marketing and commercialization of CCMX technology solutions and productsDevelop creative approaches to managing legal and regulatory risks and resolving disputesSupervise external consultants and legal advisors as necessary to support business and regulatory initiativesProvide support as needed to the other members of the Carta legal team, and collaborate effectively with external counsel, on projects such as litigation, M&A, technology transactions, and intellectual propertySupport business leads, compliance, government relations and other CCMX teams to ensure strong coordination and collaborative interaction with regulatory agenciesAssist in the formulation of regulatory agency examination responses Qualifications: Experience advising and supporting senior and middle management teamsFive to ten years working for a top law firm, government agency, or in-house experience at a financial institutionAdmission to the New York BarDeep understanding of laws and regulations that apply to financial products, brokerage services, and laws relating to the commercialization of technology solutionsExperience drafting and negotiating commercial contractsA passion to innovate and change the way the world of finance works using new, groundbreaking technology solutionsStrong communication skills combined with the ability to work under tight deadlinesThe judgment and the courage to make good decisions when faced with ambiguity and riskExcellent attention to detail and organizational skillsExcellent analytical, oral/written communication, and interpersonal skills, with a demonstrated record of cross-functional collaboration, being a team player and forming strong working relationships with colleagues and clients in a fast-paced work environmentAbility to distill complex legal concepts into simple, actionable recommendationsAbility to manage and handle sensitive and confidential information with the highest levels of integrity, ethical standards, discretion and sound judgmentExtensive experience with broker-dealer regulation and ideally Reg ATSExperience with the regulatory scheme surrounding private securities issuance and trading
Carta New York City, NY
Jan 21, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. We are seeking an experienced internal auditor to help identify risk and test controls in place to manage the risk across a diverse organization. We are a fast-paced growing company that values dynamic thinkers and innovative problem solvers. If you are up to an exciting challenge and ready to become a critical ally in our organization, we'd love to speak with you! In this role, reporting to the Director of Internal Audit, you will work with Senior Management to identify and assess risk areas within the organization, develop and execute test plans to verify adherence to control procedures and processes, and track corrective action required to address any identified gaps or weaknesses. Key areas of the organization that are in scope include business operations, the FINRA registered broker dealer, SEC registered Transfer Agents, Info Security, and Corporate Functions. The position can be located  in San Francisco, NY/NJ, or Salt Lake City. Travel (up to 15%) will be required. Responsibilities: Identify control weaknesses and areas to improve operational efficiencyDevelop and execute control test plansInterview process owners at various levels to document and assess areasAnalyze processes and report issuesProvide recommendations that improve operational effectivenessRecord and track the progress of remedial actions for identified gaps and weaknesses Assist the Director of Internal Audit on reporting and ad hoc requests  Qualifications: Four year degree in business, finance, or equivalentExcellent written and verbal communications skills; process flow skillsAbility to work independently with minimal supervisionAbility to identify risks and to analyze control issuesAble to obtain and review information in a paperless environment3-5+ years prior experience in Audit, Compliance, or Risk Management  Nice-to-haves: Knowledge of COSO or related Risk Control FrameworksCPA, CISA, CIA and/or Master degree or equivalentSome project management experienceFinancial Services experience
Carta San Francisco, CA
Jan 21, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. We are seeking an experienced internal auditor to help identify risk and test controls in place to manage the risk across a diverse organization. We are a fast-paced growing company that values dynamic thinkers and innovative problem solvers. If you are up to an exciting challenge and ready to become a critical ally in our organization, we'd love to speak with you! In this role, reporting to the Director of Internal Audit, you will work with Senior Management to identify and assess risk areas within the organization, develop and execute test plans to verify adherence to control procedures and processes, and track corrective action required to address any identified gaps or weaknesses. Key areas of the organization that are in scope include business operations, the FINRA registered broker dealer, SEC registered Transfer Agents, Info Security, and Corporate Functions. The position can be located  in San Francisco, NY/NJ, or Salt Lake City. Travel (up to 15%) will be required. Responsibilities: Identify control weaknesses and areas to improve operational efficiencyDevelop and execute control test plansInterview process owners at various levels to document and assess areasAnalyze processes and report issuesProvide recommendations that improve operational effectivenessRecord and track the progress of remedial actions for identified gaps and weaknesses Assist the Director of Internal Audit on reporting and ad hoc requests  Qualifications: Four year degree in business, finance, or equivalentExcellent written and verbal communications skills; process flow skillsAbility to work independently with minimal supervisionAbility to identify risks and to analyze control issuesAble to obtain and review information in a paperless environment3-5+ years prior experience in Audit, Compliance, or Risk Management  Nice-to-haves: Knowledge of COSO or related Risk Control FrameworksCPA, CISA, CIA and/or Master degree or equivalentSome project management experienceFinancial Services experience
Carta New York City, NY
Jan 21, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. Carta is hiring experienced software engineers at the Mid, Senior, Staff, and Senior Staff levels to join our R&D team building out product functionality for our LLC clients. As we expand beyond Venture Capital, we’ll need you to help define requirements and build solutions for products that bridge the gap for clients in the Private Equity, LLC, and Real Estate spaces. As one of the first few engineers on this team, you will play a key role in building the initial data model and features for the foundational product. This is a collaborative effort across teams and disciplines. The choices we make will define our future product infrastructure. The cross-functional team is talking to top Private Equity firms and large enterprise customers to gather requirements for our roadmap. Applicants must have strong technical skills, be excited by “zero to one” projects, and enjoy working closely with stakeholders across engineering, product, business, and marketing. Our tech stack is Python, Django, React, Postgres. Prior experience in FinTech and all these technologies is ideal, but not required. Our team consists of people who are happy to help you learn everything you need to be successful at Carta. Qualifications: 5+ years Full stack or back-end engineering experience, with strong systems fundamentalsExperience with service oriented architectureStrong industry experience in architecture and development of scalable production quality backend systems.Experience with JavaScript frameworks/libraries like React or Angular.jsStrong communication skillsComfortable regularly working in team environmentsExperience architecting complex SaaS productsExperience working with business stakeholders to understand business requirements and build thoughtful solutions
Carta New York City, NY
Jan 18, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. The Liquidity team is looking for creative problem solvers to work on a greenfield initiative to build a marketplace for private securities, CartaX.  As a Senior Site Reliability Engineer on the Liquidity team at Carta, you’ll work on CartaX, an issuer centric electronic trading platform offering tailored liquidity programs for privately held companies, funds, and other fractional assets. Specifically, you’ll be part of the team responsible for building and running the backend services and infrastructure supporting features such as order management and handling, market access, matching engines, and post-trade.   You'll be building secure, scalable and resilient financial technology services to advance Carta's mission in the marketplace of private securities and serve customers around the world. You'll be working on a blended team consisting of other engineers and product people. As a team you will be given goals and a general framework of how to execute on a project and we expect you to work autonomously as a unit to deliver against your customers needs. Requirements: Experience with hosting distributed systems on multiple cloud providers (specifically, Google Cloud Platform and AWS)Experience with containerization (specifically, Docker and Kubernetes)5+ years of professional experience in an SRE role - building and operating production systems and servicesYou wrangle your infrastructure with code - terraform, ansible, etc...You prefer to build your solutions in python or golang but can throw together some expert bash or command line wizardry in a pinchYou’re exceedingly comfortable on the command lineYou know how things get built, tested and deployed to production and have built or run these pipelines ( CI/CD ) yourselfYou’ve built and supported distributed systems and know the challenges they come withYou have strong collaboration skillsYou want to participate in a team and organization that believes in and practices the concepts of Just Culture and Psychological Safety Pluses (Experience with…) Ansible, Terraform, JenkinsXKubernetes and containerized systems orchestration and designDesigning, configuring, and troubleshooting networksAll manner of databases ( relational, time series, document ) and have used and supported themFinancial industry experience
Carta San Francisco, CA
Jan 17, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. As a technical recruiter on the Talent team, you’ll work alongside Carta's Engineering leadership to find world class talent. The technical recruiting team is growing to meet the demand of our hiring goals in 2019 and beyond. You'll serve as a key partner to Carta's technology leaders. This position is dynamic: you'll be working closely with the Head of Recruiting to help set the priorities and recruiting strategy, communicate regular updates to our leadership team, architect new interview processes, train interviewers, mentor junior members of the team, and recruit the best technical talent in the world! What you'll be doing Identify and manage candidates throughout the hiring process, from initial contact through offer acceptAct as a recruiting consultant to the Engineering team by suggesting changes to the hiring/interview process, advising hiring managers on candidate selection and offer guidance, and providing a unique perspective on market trends and industry best practices Source and engage both active and passive candidatesProvide regular status reports to leadership. Ensure a high level of data integrity with our ATS (Lever) and other People systemsMentor junior members of the team - this is a great chance to develop your people leadership skillsFocus on introducing a pipeline to managers that puts emphasis on diversity Who you are You've been closing candidates with a high success rate - including high-level engineers and leadersComfortable working on a broad variety of engineering skill setsAutonomous and confident in your decision-making abilityYou give freely of yourself and your talents to develop others around youYou love that #startuplife!Bias towards action and not afraid to make mistakes - "fail" is not a four-letter word
Carta New York City, NY
Jan 17, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. Carta is looking for a Technical Sourcer to join our growing recruiting team! Partnering closely with internal stakeholders, your role is essential to creating an excellent candidate experience, by helping Carta identify, attract, and eventually scale our amazing engineering and product teams. What you'll do Develop and execute sourcing strategies to build a robust candidate pipeline of Product and Engineering talentIdentify talent by using various sourcing techniques (i.e. Boolean search, LinkedIn Recruiter, Github, etc.)Report pipeline and candidate activity to various stakeholdersMaintain a pipeline of leads and identify future opportunities that could align with the candidate’s interests and business needsPartner with our Talent team and Hiring Partners to gain a deep, holistic understanding of our business and assigned rolesContinuously innovate our hiring approach and processes through creative non traditional channels (i.e. Networking, Referrals, Events, etc.) Who you are Have at least one year of experience in a recruiting-focused roleSomeone with strong intellectual curiosity, who cares about the “how” and “why” at a deeper levelAn appetite to keep up and stay current with market trendsOrganized, with a keen attention to detailStrong written and verbal communication skillsMetrics driven- you utilize data to help drive your decisionsAdaptable, resourceful, and resilient- with a bias to action!
Carta New York City, NY
Jan 17, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. We are seeking a Senior Accountant - Brokerage to help take on the day-to-day accounting duties for our Broker-Dealer entities. We are a fast-paced growing company that values dynamic thinkers and innovative problem solvers. If you are up to an exciting challenge and ready to become a critical ally in our organization, we want to talk to you. In this role, reporting to the Financial Controller, you will work transversally with Finance, Operations and Compliance to answer period-reporting obligation, actively support the internal control framework and support performance management of Carta and its Broker-Dealer subsidiary. Responsibilities: Assist with month end process, preparation of the Focus and other periodic reportingDaily production of account reconciliation and monitoring of other key brokerage operational controls, resolution of breaks between general ledger (NetSuite) and sub-ledger systems (Shadow Financials) to ultimately ensure integrity of downstream Regulatory Reporting feedsEnsuring the daily segregation of fully paid securities and weekly computation of the firm’s reserve requirements along with moment to moment compliance with the net capital rulesPrepare supporting documentation, technical accounting and Broker-dealer guidance interpretation memos to external and internal auditorsKeeping abreast of regulatory developments and making strategic recommendations for process/control modifications and the oversight of their implementationFacilitating regular accounting duties: Accounts Payables/Account Receivables; Account and vendor reconciliations; Revenue recognition; Ad hoc duties and projects as assignedYou will have direct contact and work with various departments and senior level management Qualifications: Bachelor's degree in accountingSeries 27 preferred, or the ability to obtain within six monthsMinimum of 3 years of relevant experience in financial services, public accounting and/or accountingPrior experience with FINRA registered broker dealer or securities industry Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environmentAbility to work effectively and supportively within a team environment and the ability to work independentlyMust possess the ability to adapt to a changing business and regulatory environmentEnjoys challenges and taking ownership of new responsibilitiesExperiences in some aspect of working with FINRA, SEC, and knowledge of regulatory reporting requirements Nice-to-haves: CPA a plusSeries 99 and SIE
Carta Palo Alto, CA
Jan 17, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. Carta is hiring Senior Engineers to build scalable software to innovate equity management. The financial analytics team has built a Valuations tool that is unparalleled, utilized by top investors and internal analysts.  Senior Engineers are needed to spearhead the next evolution of these products, which entails automation, data leverage, and novel financial algorithms. Join us if you: Value a strong Engineering cultureEnjoy working closely with Product and Business stakeholdersWant exposure to Service-oriented architecture (SOA)Have a growth mindsetAre willing to learn financial algorithms (no prior experience in finance required!)Have at least 3+ years of experience Our team uses: React, GraphQL, ApolloPython (Django, NumPy, SciPy, Graphene)PostgreSQLKubernetes
Carta Salt Lake City, UT
Jan 15, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. The Procurement Specialist will be reporting to Carta’s Head of Procurement and will be involved in tactical procurement across the entire procure-to-pay cycle for all indirect functions. The position will work closely with teams like Compliance, Security and Legal to complete the procurement process.  The role will involve partnering and collaborating with business owners to facilitate recommendations for supplier evaluation/selection/contracting to reduce total cost of ownership, increase value to Carta, and minimize risk. You will also carry spend analysis, and formulate category plans. In this growth environment, you will help identify important strategic tools, such as innovative cloud-based eSourcing and eProcurement solutions, and be actively participating in the implementation of such tools.  Responsibilities: Working collaboratively at senior levels within Engineering, Marketing, Support, and Legal & Compliance function to facilitate their procurement activities to ensure Carta gets favorable business and commercial terms.Overseeing sourcing processes (RFI, RFQ, RFP, and direct negotiations).Analyzing Carta’s current spend and supplier base and ensure our vendors are delivering value out of our current investments.Identifying, monitoring, and mitigating third-party or vendor risk in our supplier base.Reviewing Carta’s current procurement processes and provide recommendations for process improvement.Design, track, generate & update reports including but not limited to Category Plans, Cost Savings, Spend Analysis, and Contract Management.Proactively manage upcoming procurement actions such as project timelines, contract renewals, notices, and negotiations.Implement and administer procurement systems.Build preferred supplier base programs with the business, when required.Maintain an active knowledge base on technology trends and developments to provide expert advice to our business owners. Qualifications: Bachelor’s Degree with 3+ years of experience in indirect procurement, strategic sourcing, and vendor management.Comprehensive knowledge of contract negotiation and sourcing methodologies.Ability to develop, cultivate, and maintain complex working relationships.Advanced understanding of RFPs (Request for Proposal), SLAs (Service Level Agreement) and vendor scorecards.A strategic thinker focused on improving efficiencies, scale, and minimizing company risk.Strong negotiation skills in securing key contractual terms & conditions.Ability to analyze data and effectively communicate interpretations and recommendations.Ability to adapt and be flexible in a fast-paced complex changing environment.Cost modeling skills using Excel or other tools.Clear and effective written and verbal communication.Experience working with a procure-to-pay system. Nice-to-haves: Degree with a major in one of the following: Operations, Supply Chain Management, Information Systems, Industrial EngineeringExperience in software, hardware, cloud services, financial systems, and marketing sourcingExperience within a procurement function at a financial technology, broker-dealer, bank, or other financial services firmExperience working within a third party or vendor risk management programExperience implementing a procure-to-pay system e.g ivalua, coupa, ariba, gatekeeperExperience administering/managing a SaaS Management tool. e.g G2 Track, Zylo
Carta Palo Alto, CA
Jan 15, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. The Liquidity team is looking for creative problem solvers to work on a greenfield initiative to build a marketplace for private securities, CartaX. As a Senior Software Engineer on the Liquidity team at Carta, you’ll work on CartaX, an issuer centric electronic trading platform offering tailored liquidity programs for privately held companies, funds, and other fractional assets. Specifically, you’ll be part of the team responsible for building and running the backend services providing features such as order management and handling, market access, and the matching engines.  You'll be building secure, scalable and resilient technology services to advance Carta's mission in the marketplace of private securities and serve customers around the world.   You'll be working on a blended team consisting of other engineers, SRE's, and product people. As a team you will be given goals and a general framework of how to execute on a project and we expect you to work autonomously as a unit to deliver against your customers needs. Responsibilities Work closely with the product team to develop and build the customer facing workflows that drive interaction with our transaction platformBuild highly responsive, data-intensive interfacesDesign, build and interact with a large variety of internal API’sWorks with product directly to help shape and form requirements for complex, large scale initiatives Qualifications 7+ years full stack or backend engineering experience, with strong systems fundamentalsExperience with service oriented architectureStrong industry experience in the architecture and design of scalable front and backend systemsExperience building services or middleware in python or java Experience with JavaScript frameworks/libraries like React or Angular.jsExperience designing and building APIsStrong communication skillsComfortable working in a fast paced team environmentExperience architecting complex SaaS productsExperience working closely with product and compliance stakeholders to understand business requirements and build thoughtful solutions Nice to haves Experience in financial markets or fintech.Experience working for a regulated entity and what comes with that.
Carta San Francisco, CA
Jan 15, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. Carta is hiring a Sr. Treasury Operations Analyst to be part of the Treasury Operations team and support payment initiatives and money movement between clients for all business units. In this critical role you’ll work closely with all business units to monitor, review, and reconcile the flow of payments between clients that are running through Carta daily. Work with customer support team and internal staff to help resolve any arising payment issues and inquiries. Collaborate with cross-functional teams such as Product, Engineering, Legal, Compliance, and Business on payment related ad hoc projects and initiatives. Responsibilities Initiate, review, and reconcile ACH, wires, and F/X funds transfers for all business unitsPerform daily reconciliation between bank activities holding customer funds and Carta platformSupport internal staff and customer support team on payment exceptions and inquiriesHelp develop operational procedures and maintain bank accounts and payment system mapping documentationsParticipate and partner with cross functional teams on financial products and payment related projects and initiatives Qualifications 5+ years of Treasury/Finance operations or cash management experienceStrong Excel knowledge and technical aptitudeMust love reconciling dataExperience on performing data analysis and reportingGreat communication skills, organized and detail-oriented, ability to multitask and be a team playerFlexible to changes and strive in a fast moving working culture Bonus Bachelor's degree in Finance, Business or Management Information SystemStart-up experience preferably in Fintech or on a Finance teamKnowledge of SQL and VBAExperience with reporting tools and analytics
Carta New York City, NY
Jan 14, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. The Fund Administration team at Carta is rapidly growing, and as a Senior Fund Accountant you’ll have a unique opportunity to help grow the team and functions. We have a proven product/market fit in the private equity and venture capital space. Our goal is to position Carta as the leading Fund Administration group, by leveraging best in class technology enabled services. In this role, you will be part of a highly dynamic team to support our goal and the future of the Fund Services business. Responsibilities Work with Fund Admin team including Directors and Managers to perform daily accounting functionsTrain and mentor Fund AccountantsPartner with external auditors Prepare and review monthly/quarterly cash reconciliations for multiple entitiesPrepare and review general ledger journal entriesPrepare and review capital calls and distributions in accordance with Limited Partnership AgreementPrepare and review financial workpapers including balance sheets, operating statements, cash flows, and other accounting reportsPartner with Fund Admin leadership to review financial packagesInterface with clients daily and manage an effective client relationshipMaintain accounts payable and receivable logsProcess invoices via wires and checksMaintain limited partner records Qualifications Bachelor’s degree in Accounting, Finance or related field3-5 years of experience in Venture Capital, Private Equity, Hedge Funds, Fund Admin, etc. Experience with Limited Partnership AgreementsAdvanced Microsoft Office skillsExperience with Xero and QuickbooksStrong critical thinking, problem solving, and decision making skillsExcellent organizational skillsThe ability to multitask to meet multiple deadlines Nice-to-haves CPA or CMA preferred
Carta San Francisco, CA
Jan 14, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. The BizOps team delivers world class platforms to sales, marketing, operations and customer service. We are critical to Carta’s business results through making our customers productive and well informed. The BizOps team is looking to hire a senior engineer to work on subscriptions, critical integrations and tooling to provide engineering solutions to vastly improve our business.  As a senior contributor on the team, you will have the freedom to define well architected systems that are designed to be scalable and fault tolerant. Qualifications 5+ years of experienceExpert React or Python Developer Object oriented development practices, strong design and architecture skills, knowledge of design patterns and when they are best appliedExperience in development environments with GitHub, containerization, and service deployment in the CloudTest driven development experience, unit test and automation of test cases for CI/CD pipeline Nice-to-haves Experience in building external integrations
Carta New York City, NY
Jan 14, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. Carta is in hyper growth mode. We’re now valued as a $1.7B unicorn and are backed by some of the most sophisticated investors in the world. One of our fastest growing teams is Fund Administration. We have a proven product/market fit in the venture capital space and our goal is to position Carta as the leading Admin group. As a Staff Accountant at Carta, you will be part of a highly dynamic team to support our goal and the future of the Fund Admin business. In this role, you will partner with top venture capital firms to streamline their financial accounting needs. You will have the opportunity to work cross-functionally with our product and engineering teams, all while growing your foundational knowledge of accounting in an engaging, fast-paced environment. At Carta, you will be part of a diverse team of thought leaders. Whether you have a background in accounting, tax, audit, or other finance related industries, the Staff Fund Accountant role will allow you to build your skills in a supportive, collaborative, and innovative environment.   Responsibilities Work with Fund Admin team including Directors, Managers and staff to perform daily accounting functionsPrepare monthly/quarterly cash reconciliations for multiple entitiesPrepare general ledger journal entriesPrepare capital calls and distributions in accordance with Limited Partnership AgreementPrepare financial workpapers including balance sheets, operating statements, cash flows, and other accounting reportsMaintain accounts payable and receivable logsProcess invoices via wires and checksMaintain limited partner records Qualifications Bachelor’s degree in Accounting, Finance or related field1-3 years of applicable accounting work experienceAdvanced Microsoft Office skillsStrong critical thinking, problem solving, and decision making skillsExcellent organizational skills The ability to multitask to meet multiple deadlines
Carta Seattle, WA
Jan 14, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. Technical Program Managers at Carta help us achieve Carta’s mission to create more informed owners everywhere. They drive cross-functional projects across multiple product areas and leverage a multifaceted toolkit of skills including leadership, communication, collaboration, analytics, and critical-thinking skills. Carta TPMs use their experience building great software  to help our business and development teams solve problems and deliver solutions. Technical Program Managers at Carta are: Cross-functional : TPMs lead and coordinate development efforts between internal business and development teams. They ensure that Carta’s business needs are translated into technology requirements. They drive execution (planning, coordination, project management) of technology projects from ideation through launch. Strategic : TPMs anticipate bottlenecks, weigh the costs and benefits of various solutions, forecast delivery timelines, and balance business needs with technical constraints. They provide crucial oversight and insight across projects. Communicators : By nature of their position, TPMs must be strong communicators across multiple stakeholders. They translate information from technical team members to business counterparts. When problems arise, they feel comfortable escalating them to the proper stakeholders and identifying actionable solutions. Collaborators : TPMs partner with engineering, product, and business leadership to build highly collaborative teams and facilitate compromises across teams and stakeholders. Think big and small : TPMs look for scalable solutions that can move entire parts of organization, rather than just one team or a few. They understand our large, interconnected projects and cross-product dependencies deeply. While TPMs can manage projects at a high level across teams, they can also help individuals and teams deconstruct problems into smaller solvable solutions. Data and impact driven : TPMs identify metrics that quantify success. They use those metrics to understand team and project impact. Furthermore, they are constantly looking for the projects and solutions that deliver the highest impact and value for the company. Comfortable navigating ambiguity : TPMs know when they or their teams are stuck. They gather information, mediate hard conversations, and identify a path forward that others can confidently follow. Qualifications 5+ years of Technical Program Management experience in an Internet-related program or applications environment (or equivalent)Experience working with internal stakeholders on complex, multi-functional engineering projects.Experience presenting business and technology concepts with data to decision makers Nice-To-Haves B.S. or M.S. in Engineering, Computer Science, or other technical fieldCertified Scrum Master with 2+ experience in running scrums, sprint grooming & planning, and reviewing agile project metrics.Skilled in SQL and hands on experience working with business intelligence tools (e.g. Looker, etc.)
Carta San Francisco, CA
Jan 12, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. We’re looking for a Head of Communications to lead all external communications and public relations efforts for Carta including strategy, messaging, and execution of PR plans. You’ll be responsible for building narratives, campaigns, and stories that promote an understanding of Carta among our key audiences. You’ll work closely with our CEO Henry Ward and other executive spokespeople, and collaborate with the product, content, brand, and growth teams. Responsibilities: Provide strategic PR counsel cross-functionally and to C-level executives including the CEOWork with the VP of Marketing to align PR messaging with the brand narrativeManage a PR agency team, collaborating with the external team to develop and manage relationships with media, resulting in on-message press coverageWrite and edit PR content including press releases, pitches, strategic plans, bios, and other materialsLead the press strategy and execution for product launches, collaborating with product leadership and product marketing Work with content team to identify and pitch blog content that is media worthyCollaborate with the Chief of Staff and Head of Internal Comms on executive communications and brand building  Qualifications: 8-10+ years of PR/communications experienceIn-house PR/communications experience preferredExperience in SaaS, preferably in Finance or FintechExpert media relations professional with a strong understanding of the media landscape for B2B and SaaS companiesExperience in corporate communications and the ability to be a trusted advisor to C-level executivesGeneral familiarity with policy and regulations that impact the fintech and investing communityTrack record of successfully managing and partnering with an external PR agency Crisis communications experience a plusExperience with international PR a plus
Carta Palo Alto, CA
Jan 12, 2020
At Carta, we’re building the future of equity and ownership. We’ve changed how companies, investors, and employees manage equity. Now, we’re transforming how capital markets operate. Our goal is to create more owners and increase transparency and liquidity for shareholders. More than 800,000 investors, law firms, and employees use our platform, and we manage over $575B in equity. Carta is hiring an Engineering Manager in San Francisco or Palo Alto to lead a team of talented Engineers to build products and services powered by Carta’s ownership graph: the central registry of asset ownership across the globe. As an Engineering Manager for our Information Security team, you’ll play a foundational role on Carta’s fast-growing organization, helping to develop and refine the infrastructure of the one of the fastest growing technology companies today. This team defines and builds foundational components of our platform improve security and create leverage across our organization. You’ll spend a quarter of your time recruiting and building the team, a quarter managing the Engineers that report to you, and the final half helping set priorities, shaping technical direction, and creating the velocity necessary to land complex deliverables on time, including coding work yourself.  Applicants must have excellent people management skills, a strong technical background, be excited by “zero to one” projects, and enjoy working closely with cross-functional stakeholders. Prior experience in FinTech is  not  required: our team consists of very nice people who are happy to help you learn everything you need to be successful at Carta. At Carta, you will: Collect requirements, develop technical strategy, and build the foundation for Carta's productsUphold our engineering standards and bring consistency to the many codebases and processes you will encounterRecruit, retain, and scale a happy, healthy, productive team of top-notch Engineers Qualifications: 1+ years in a management role leading teams of 5+ engineers5+ years Full stack or back-end engineering experience, with strong systems fundamentalsExperience with service oriented architectureStrong industry experience in architecture and development of scalable production quality backend systems.Professional Python experienceExperience with JavaScript frameworks/libraries like React or Angular.jsStrong communication skillsComfortable regularly working in team environmentsExperience architecting complex SaaS productsExperience working with business stakeholders to understand business requirements and build thoughtful solutions Nice-to-haves: DjangoReactPostgres