Capitalization Table Management Analyst

Cooley LLP•Los Angeles, CA

About The Position

Cooley is seeking a Capitalization Table Management Analyst to join the Practice Management team. Under the direction of the Manager of Capitalization (“CAP”) Table Administration, the Capitalization (“CAP”) Table Management Analyst will analyze the cap table implications for complex equity financings and other corporate transactions for private company clients, manage cap table updates and advise on onboarding, plan administration and platform choices. The analyst is responsible for generating, maintaining and analyzing accurate records of a company's capitalization table, providing critical support for equity-related transactions.

Requirements

After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
Bachelor’s degree, preferably in business, finance or accounting -related field
3+ years corporate securities, finance, paralegal or venture capital experience (e.g., venture capital financings, private placements, M&A, corporate maintenance, equity holdings, valuations, equity incentive/stock options, plans, etc.
Eligible for consideration of Senior designation 5+ years direct applicable experience.
Ability to work extended and/or weekend hours, as required
Bill a minimum of 1,600 hours annually

Nice To Haves

An understanding of equity management principles
Proficiency in cap table management software, familiarity with equity management platforms (e.g., Carta, Pulley, AngelList)
Knowledge of regulatory requirements governing equity compensation, including SEC regulations (e.g., Rule 701, Rule 144)
Strong math skills for estimating values
Law firm and/or venture capital experience

Responsibilities

Manage the planning, analysis and implementation of onboarding clients to online capitalization management platforms
Manage and maintain accurate and up-to-date cap tables reflecting all equity ownership, including shares, options, warrants, convertible notes, and other securities
Proactively monitor, analyze and track changes in equity ownership resulting from equity issuances, transfers, conversions, exercises, and other corporate actions
Manage capitalization tables and perform data analysis related to the requested transaction
Analyze capitalization tables to reconcile and provide specified metrics
Administer equity compensation plans, including grants, exercises, and vesting schedules
Assist with equity-related documentation, including option agreements, RSU grants, and equity incentive plans
Promote adherence to firm wide capitalization table management standards as adopted by the firm and train corporate paralegals and resource attorneys on best practices
Provide peer support and help document best practices for equity-related transaction impact on cap tables
Provide input on best practices for training and development of corporate timekeepers on the cap table management through transformative corporate events.
Organize periodic peer education sessions for associates, summer associates and paralegals on the various cap table platforms
Develop expertise in and act as a peer resource for other cap table platforms and cap table-adjacent legal tech solutions
Work on other new initiatives as identified from time to time, including contributing to ideation on firm projects and prototyping new software that assists with cap table management (e.g., the Open Cap Table Coalition)
All other duties as assigned or required