# Valuations Associate

**Company**: Carta
**Location**: London, England
**Work arrangement**: onsite
**Experience**: entry
**Job type**: full-time
**Category**: Finance
**Industry**: Technology

**Apply**: https://job-boards.greenhouse.io/carta/jobs/7694547003
**Canonical**: https://yubhub.co/jobs/job_bc3afd53-1f3

## Description

## 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)

## Skills

### Required
- Financial modeling
- Business valuation
- Corporate finance
- Accounting
- Excel
- Google Sheets
- Analytical skills
- Communication skills
- Attention to detail

### Nice to have
- CFA
- ASA
- CPA/ACCA
- European valuation regulations
- Startup and venture capital ecosystem
- Valuation methodologies