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 capitalprivate 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 andor 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 . 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.