Valuations Associate

Carta Carta · Fintech · London, United Kingdom · Valuations

This role is for a Valuations Associate at Carta, focusing on preparing financial models and valuation reports for private companies, primarily for European clients. The role involves due diligence, audit support, client communication, and identifying process improvements within the valuations team. It requires strong analytical and financial modeling skills, with a preference for experience in European valuation regulations and the startup ecosystem.

What you'd actually do

  1. Preparing financial models and valuation reports for private companies, primarily focused on 409A, EMI, and CSOP valuations.
  2. Conducting research and analysis on company financials, industry trends, and market comparables to support valuation conclusions.
  3. Collaborating with client auditors by providing clear, detailed, and persuasive responses to all valuation-related inquiries.
  4. Working closely with the Corporations Team and clients to ensure all necessary documentation and information are received in a timely manner.
  5. Identifying and implementing enhancements to valuation methodologies and reporting processes to increase efficiency and accuracy.

Skills

Required

  • 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

Nice to have

  • 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).