Finance and Equity Analyst
Sandy, UTFinance & AccountingOnsiteEntry level
Summary
Rotational 12-month analyst role supporting private market financial operations including 409A valuations, tax reporting, and fund implementations. Uses AI, scripting, and automation to streamline workflows and provide customer support. Requires bachelor's in finance-related field and interest in tech tools.
About the role
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
Requirements
- Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related fields (or equivalent experience)
- Strong interest in AI and automation
- Bias for action and ownership
- 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
Nice to Haves
- 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
Skills
PythonExcelAI toolsscriptingCLIfinancial modeling409A valuationstax reportingfund implementationsportfolio data collection