Carta
Finance and Equity Analyst - Rotational Program
Sandy, UT +1 · Full-time · Posted Jun 8, 2023
- Location
- Sandy, UT
Sandy, Utah, United States - Experience
- No years specified.
- Education
- Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related fields (or equivalent experience).
- Visa sponsorship
- Carta uses E-Verify in the United States for employment authorization.
About the job
A 12-month rotational analyst program supporting private-capital financial services and automating financial workflows with AI tools and scripting.
What you'll do
- Support customer deliverables and client-facing work across 409A valuations, tax reporting, fund implementations, and portfolio data collection.
- Use AI tools, scripting, and CLI-based workflows to complete tasks and automate financial processes.
- Identify workflow inefficiencies, build scalable systems, and provide product and engineering feedback through testing and bug reporting.
What they ask for
- Bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field, or equivalent experience.
- Strong interest in AI and automation.
- Knowledge of financial statements and common financial concepts.
- Experience managing multiple projects and adapting to shifting priorities; excellent verbal and written communication skills.
Nice to have
- Experience with Python, scripting, or basic technical tooling.
- Familiarity with financial modeling in Excel or experience using AI tools such as Claude or Gemini.
Tools
AI tools, scripting, CLI-based workflows, Python, Excel, Claude, Gemini
AI focus
Use AI tools to augment work and automate financial processes; develop expertise in AI tools and provide feedback that improves workflows.
Model-written summary · the original posting is authoritative