Valuations Associate

The Role

Join our Carta Europe Valuations Team as a Valuation Associate. You will provide high-quality, defensible valuation reports for our European clients, primarily focused on 409A, EMI, and CSOP valuations.

Responsibilities

• Prepare financial models and valuation reports for private companies.
• Conduct research and analysis on company financials, industry trends, and market comparables to support valuation conclusions.
• Collaborate with client auditors by providing clear, detailed, and persuasive responses to all valuation-related inquiries.
• Work closely with the Corporations Team and clients to ensure all necessary documentation and information are received in a timely manner.
• Identify and implement enhancements to valuation methodologies and reporting processes to increase efficiency and accuracy.
• Share your deep understanding of Valuations with our Product Team to introduce product improvements;
• Resolve customer inquiries in a timely and professional manner;
• Maintain an in-depth understanding of Carta's software platform and products;

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• Experience in business valuation, corporate finance, accounting, or a related role.
• Exceptional analytical skills with proficiency in financial modeling using Microsoft Excel or Google Sheets.
• Excellent written and verbal communication skills, with the ability to articulate complex valuation concepts clearly to non-experts and auditors.
• A keen eye for detail and a commitment to producing high-quality, audit-defensible work.
• Comfortable learning quickly and taking on new challenges
• Exhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problems

Preferred Qualifications

• Progress toward a relevant professional certification (e.g., CFA, ASA, CPA/ACCA).
• Experience with European valuation regulations, specifically 409A, EMI, and CSOP.
• Familiarity with the startup and venture capital ecosystem.
• Understanding of valuation methodologies (e.g., DCF, comparable company analysis, transaction multiples)