Liquidity Services Associate



New York, NY, USA
Posted on Saturday, June 29, 2024

The Company You’ll Join

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.

Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta’s platform manages nearly three trillion dollars in equity globally.

For more information about our offices and culture, check out our Carta careers page.

The Problems You'll Solve

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

The Team You'll Work With

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.

About You

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.

  • 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


Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is:

  • $114,000 - $135,000 in New York, New York

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

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, please connect with the recruiter via email. 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.

Important Security Notice for Candidates

Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an @carta.com domain. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review the guidelines provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to recruiting-systems@carta.com.

Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World’s Best Cloud Companies, Fast Company's Most Innovative list, and Inc.’s Fastest-Growing Private Companies. We’ve also been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.

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