At Carta, we're building the future of equity & ownership. We've changed how companies, investors, & employees manage equity. Now, we're transforming how capital markets operate. Our goal is to create more owners & increase transparency & liquidity for shareholders. More than 800,000 investors, law firms, & employees use our platform, & we manage over $575B in equity.
We're looking for talented Account Executives to join our Investor Services team. Our customers are primarily venture capital firms as well as angel investors, family offices, funds of funds, & private equity firms. Carta's platform allows these clients to track & manage their portfolios while liaising with their investors.
As an Investor Services Account Executive, you'll introduce top tier clients to our wide range of product offerings, including custodial services, portfolio management, reporting & analytics, investor management, investor portal, valuations, & data collection. These Carta services include selling consultative access to our team of Carta fund administration accountants who support funds quarterly reporting needs. We offer tech-focused investor portals to both the fund GPs/Admins & also their investors/LPs.
You will also work closely with new venture capital funds as they navigate the process of forming a new fund. That process involves advising them on best practices & referring them to additional vendors which may include fund formation lawyers & tax professionals.