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Valuations Associate

CartaLondon, England
On-site Full-time

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Experience Level

Experience

Qualifications

To excel in this role, candidates should possess a strong analytical mindset, attention to detail, and excellent communication skills. A background in finance, economics, or a related field is preferred, along with experience in financial modeling and valuation analysis. Familiarity with audit processes and the ability to work collaboratively in a team environment will also be advantageous.

About the job

Join Our Dynamic Team at Carta

Carta is at the forefront of connecting founders, investors, and limited partners through innovative software specifically designed for venture capital, private equity, and private credit. With over 65,000 companies in more than 160 countries relying on our platform, we empower you to build, invest, and scale with confidence.

Our Fund Administration platform supports over 9,000 funds and SPVs, managing nearly $185 billion in assets. With accolades from Fortune, Forbes, Fast Company, Inc., and Great Places to Work, Carta is pioneering the future of private market infrastructure.

We are dedicated to creating a comprehensive ERP platform tailored for private markets, providing a unified solution that replaces outdated spreadsheets and fragmented service providers. Carta's cutting-edge software for the Office of the Fund CFO transforms private markets to resemble public markets, offering a connected ERP for private capital.

To learn more about our culture and work environment, please visit our Carta careers page.

The Valuations Team

As a Valuations Associate, you will become an integral part of our Carta Europe Valuations Team.

This team is committed to delivering exceptional services to our European clients, and your role will involve close collaboration to produce audit-defensible 409A, EMI, and CSOP valuations. Additionally, you will address auditing inquiries related to the valuation reports you prepare.

Your Key Responsibilities

In your position as a Valuations Associate, you will play a pivotal role in generating high-quality, defensible valuation reports for our European clientele. Your tasks will include:

  • Valuation Preparation: Crafting financial models and valuation reports focused primarily on 409A, EMI, and CSOP valuations.
  • Due Diligence: Conducting in-depth research and analysis on company financials, industry trends, and market comparables to substantiate valuation conclusions.
  • Audit Support: Partnering with client auditors to provide clear, detailed, and convincing responses to all valuation-related inquiries.
  • Client Communication: Collaborating closely with the Corporations Team and clients to ensure timely receipt of all necessary documentation and information.
  • Process Improvement: Identifying and implementing enhancements to valuation methodologies and reporting processes to boost efficiency and accuracy.

About Carta

Carta is revolutionizing the way private markets operate. With our cutting-edge software solutions, we are committed to transforming the private capital landscape and providing our clients with the tools they need to succeed in a rapidly evolving financial environment.

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