Liquidity Services Associate

Carta•Santa Clara, CA

7d•$109,013 - $135,000

About The Position

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Liquidity Services Associate, you’ll work to: Manage the lifecycle of tender offer transactions on the Carta Liquidity platform Interface directly with Carta tender offer customers and their representatives and provide guidance on Carta’s platform, its features and transaction mechanics Organize, distribute and manage transaction timelines and project deliverable checklists among Carta’s internal teams, the company, its law firm, and any third-party purchasers Maintain a comprehensive understanding of each transaction and the Carta Liquidity platform in order to advise tender offer customers on best practices and ensure positive experiences and outcomes for participants Answer customer inquiries, clearly communicate with and provide excellent service to customers with the goal of having referenceable and repeat clients Work cross-functionally with Go-To-Market, Legal, Finance, Product and Engineering teams to ensure seamless execution of transactions and help identify areas to enhance our product and service offerings You’ll be joining our Liquidity team. Carta and its Liquidity team are market leaders in administering company-driven liquidity events (e.g., tender offers) for private companies, their founders, employees and investors—providing expertise and white glove service from transaction structuring to execution and funds disbursement. Leveraging the integration with Carta’s cap table management software, Carta’s tender offer platform and Liquidity team make the complexities of conducting a tender offer simple. As an Associate on the Liquidity Services team, you will be responsible for managing the setup and execution of tender offer transactions for Carta customers. In this role, you will work directly with our tender offer customers as they prepare for, conduct and, ultimately, close company-driven, private secondary transactions. The Liquidity Services team works closely with company management teams and their outside law firms, as well as a cross-functional internal team spanning Go-To-Market, Product, Engineering, Legal and Finance to support and drive delightful experiences for our tender offer customers. We are looking for an individual with financial services, securities and/or capital markets industry experience that is results-oriented, self-motivated and has the ability to thrive in a fast-paced, deadline-oriented environment. The ideal candidate must be able to work closely and effectively with cross-functional teams supporting Carta Liquidity and the tender offer business, as well as provide guidance to, and share process/transactional expertise with, the teams working directly with companies, their representatives and stakeholders.

Requirements

Minimum 2+ years of experience in financial markets / services recommended
Minimum 2+ years of complex project planning and management recommended
Experience working with and supporting external-facing clients
Strong communication and interpersonal skills, both written and verbal
Collaborative nature with strong intellectual curiosity
Strong organizational skills and ability to allocate attention across multiple projects
Ability to solve problems in high pressure, fast-paced and deadline-oriented situations
Committed to the highest levels of integrity, ethics, and professionalism

Responsibilities

Manage the lifecycle of tender offer transactions on the Carta Liquidity platform
Interface directly with Carta tender offer customers and their representatives and provide guidance on Carta’s platform, its features and transaction mechanics
Organize, distribute and manage transaction timelines and project deliverable checklists among Carta’s internal teams, the company, its law firm, and any third-party purchasers
Maintain a comprehensive understanding of each transaction and the Carta Liquidity platform in order to advise tender offer customers on best practices and ensure positive experiences and outcomes for participants
Answer customer inquiries, clearly communicate with and provide excellent service to customers with the goal of having referenceable and repeat clients
Work cross-functionally with Go-To-Market, Legal, Finance, Product and Engineering teams to ensure seamless execution of transactions and help identify areas to enhance our product and service offerings

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