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Senior Director, Equity Capital Markets

Company: Carta
Location: New York
Posted on: February 25, 2021

Job Description:

At Carta we create owners and make private markets liquid.-- We live in a world where some people live on the equity stack and enjoy exponential wealth growth and preferential tax treatment; others live on the debt stack and may work their entire lives for a company and retire only with the cash they've managed to save from their paychecks. Our contribution to solving the wealth inequality problem is moving people from the debt stack (payroll) to the equity stack. By making it as easy to issue equity to employees as it is to put them on payroll, we can create more owners.-- At Carta, we are helpful, transparent, fair, and kind. We are relentless executors, unconventional thinkers, and masters of our craft.-- To learn more, here is what one of our investors wrote about leading our Series F.-- The Team and Role The Liquidity team is looking for creative problem solvers to work on a greenfield initiative to build a marketplace for private securities, CartaX. The mission of the Equity Capital Markets team within CartaX is to bring institutional investors and listed companies together to drive liquidity and build strategic capital relationships. We aim to become a trusted source of information and advice as we help companies facilitate liquidity and lead deal execution by offering insights and targeted access to a strategic investor base. As the Senior Director on the Liquidity team at Carta, you'll be responsible for influencing products and services as well as engaging with issuers and investors on CartaX, an issuer centric electronic trading platform offering tailored liquidity programs for privately held companies, funds, and other fractional assets.-- Specifically, The Sr. Director role is in charge of owning client relationships and delivering on transaction outcomes. As such, intimate knowledge of client relationships in capital markets is an absolute must-have, and extensive deal execution is a major plus (particularly with longer duration transactions such as the private placements space in which we operate). The ideal candidate has experience advising companies on transactional matters, including the tax, valuation, and accounting implications of secondary transactions for private companies. You can build and customize financial and transactional models for valuation and deal structuring purposes. The individual in this position will partner closely with our issuer sales and investor coverage team to lead the preparation and delivery of presentations to internal and external stakeholders, including management, financial advisors, outside counsel, and auditors in the context of advising, interpreting, and applying the CartaX liquidity tiers and transactional model. The individual will also work directly with CartaX listed companies and prospects to understand their capital markets needs, and advise on the various ways CartaX can assist the business as a private or public company. The individual will work within a dynamic and cohesive team that spans across product, business, compliance, and technology. Responsibilities

  • Overseeing the development of various models for secondary transactions for private companies that optimize tax, valuation, and accounting impact
  • Perform various valuation methods: comparable companies, precedents, etc., as part of deal structuring and analysis
  • Monetize current relationships
  • Outreach and development of new relationships with asset managers, wealth management platforms, angel investors and other clients on the buy side
  • Build relationships with sellers ranging from individuals (founders, executives) to venture capital/private equity firms and their limited partners, on an ongoing basis, to strengthen Carta's mindshare, and provide liquidity when the time is right
  • Develop recommendations for product offerings, including new transaction structures, market insights, and investor relations
  • Alongside issuer sales, lead the preparation, review, and delivery of memoranda and management presentations for private company executive teams regarding CartaX offerings and solutions
  • Leverage relationships to expand Carta's access into the right networks -- be it Silicon Valley communities, HNW individuals, angel groups, or family offices
  • Perform diligence, research, analysis, and documentation of transactions to propose new listing criteria
  • Execution of mandated deals includes structuring, negotiation of legal documents and coordination of distribution
  • Align transaction demand and supply across rounds and time to manage price and volume alignment. Once aligned, work with operations, legal, and other stakeholders to manage a tight process, and display consummate professionalism
  • Cater to and grow inbound and outbound relationships and inquiries; work with growth engineering team to automate, sync and scale client engagement
  • Regularly engage and meet with client base to demonstrate expertise and add value -- provide insight into the market, deal flow information, structural elements of the market, transaction process
  • Affinity for current events, critical issues, and relevant news. Qualifications
    • 6+ years of experience in financial services, particularly on the quantitative side, with experience in capital markets advisory and/or Investment Banking.
    • Relentless commitment to client service above all else
    • Working knowledge of corporate governance matters.
    • Meticulous attention to client engagement and deal process
    • Ability to work in a fast-paced, team-based environment with minimal supervision.
    • Working knowledge of deal structuring and closing principals.
    • Strong communication and networking skills.
    • Impeccable research, quantitative and analytical skills, especially in explaining market events.
    • Ability to organize and track overlapping tasks and assignments, with frequent priority changes.
    • Series 7 and 24 a plus Carta is a Series E company and is backed by top-tier VCs like Andreessen Horowitz, Lightspeed Venture Partners, Meritech Capital, and more. We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, connect with us via email at recruiting@carta.com . As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta. Are you legally authorized to work in the country without restriction? --*
      -- Will you now or in the future need visa sponsorship or a visa transfer? --*
      -- U.S. Equal Opportunity Employment Information (Completion is voluntary) Individuals seeking employment at Carta are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. Gender Please select Are you Hispanic/Latino? Please select Race & Ethnicity Definitions If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Veteran Status Please select Form CC-305 OMB Control Number 1250-0005 Expires 05/31/2023 Voluntary Self-Identification of DisabilityWhy are you being asked to complete this form? We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years. Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability? You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition. Disabilities include, but are not limited to:
      • Autism
      • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, or HIV/AIDS
      • Blind or low vision
      • Cancer
      • Cardiovascular or heart disease
      • Celiac disease
      • Cerebral palsy
      • Deaf or hard of hearing
      • Depression or anxiety
      • Diabetes
      • Epilepsy
      • Gastrointestinal disorders, for example, Crohn's Disease, or irritable bowel syndrome
      • Intellectual disability
      • Missing limbs or partially missing limbs
      • Nervous system condition for example, migraine headaches, Parkinson's disease, or Multiple sclerosis (MS)
      • Psychiatric condition, for example, bipolar disorder, schizophrenia, PTSD, or major depression Disability Status Please select 1 Section 503 of the Rehabilitation Act of 1973, as amended. For more information about this form or the equal employment obligations of Federal contractors, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Keywords: Carta, New York , Senior Director, Equity Capital Markets, Accounting, Auditing , New York, New York

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